Summit Securities Group’s National Storage Affiliates Trust NSA Stock Holding History

Summit Securities Group’s Portfolio NSA Stock Details NSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,436	Closed	-$77.9K	–	1256
2025 Q2	$77.9K	Buy	+2,436	New	+$85K	0.02%	410
2024 Q1	–	Sell	-6,300	Closed	-$261K	–	762
2023 Q4	$261K	Buy	+6,300	New	+$211K	0.02%	237
2023 Q1	–	Sell	-1	Closed	–	–	1130
2022 Q4	$0	Buy	+1	New	+$39	﹤0.01%	1300
2022 Q3	–	Sell	-100	Closed	-$5K	–	1088
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	872
2022 Q1	$6K	Buy	+100	New	+$6.15K	﹤0.01%	944

Other funds holding NSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Summit Securities Group's NSA Position: Q3 2025 in Review

Summit Securities Group sold out of National Storage Affiliates Trust (NSA) in Q3 2025, closing a stake of 2,436 shares — an estimated $77.9K sold.

Summit Securities Group first reported a position in NSA in Q1 2022 and held it in 5 quarters. The position peaked at $261K in Q4 2023. 330 funds tracked by Wall St. Rank hold NSA as of Q3 2025.

Summit Securities Group reported no remaining National Storage Affiliates Trust position as of Q3 2025 after selling out during the quarter.
Summit Securities Group sold 2,436 National Storage Affiliates Trust shares in Q3 2025, an estimated $77.9K.
Summit Securities Group first reported a position in National Storage Affiliates Trust in Q1 2022 and held it in 5 quarters.
Summit Securities Group's National Storage Affiliates Trust position peaked at $261K in Q4 2023.
330 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.