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WealthTrak Capital Management’s National Storage Affiliates Trust NSA Stock Holding History

WealthTrak Capital Management’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
-5
Closed -$160 – 632
2025
Q2 		$160 Buy
+5
New +$175 ﹤0.01% 872
2025
Q1 		– Sell
-5
Closed -$190 – 1073
2024
Q4 		$190 Buy
+5
New +$214 ﹤0.01% 800

Other funds holding NSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WealthTrak Capital Management's NSA Position: Q3 2025 in Review

WealthTrak Capital Management sold out of National Storage Affiliates Trust (NSA) in Q3 2025, closing a stake of 5 shares — an estimated $160 sold.

WealthTrak Capital Management first reported a position in NSA in Q4 2024 and held it in 2 quarters. The position peaked at $190 in Q4 2024. 330 funds tracked by Wall St. Rank hold NSA as of Q3 2025.

  • WealthTrak Capital Management reported no remaining National Storage Affiliates Trust position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 National Storage Affiliates Trust shares in Q3 2025, an estimated $160.
  • WealthTrak Capital Management first reported a position in National Storage Affiliates Trust in Q4 2024 and held it in 2 quarters.
  • WealthTrak Capital Management's National Storage Affiliates Trust position peaked at $190 in Q4 2024.
  • 330 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.