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Western Wealth Management’s National Storage Affiliates Trust NSA Stock Holding History

Western Wealth 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
Q4 		– Sell
-9,508
Closed -$287K – 847
2025
Q3 		$287K Buy
+9,508
New +$297K 0.02% 609

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State Street
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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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Wealth Management's NSA Position: Q4 2025 in Review

Western Wealth Management sold out of National Storage Affiliates Trust (NSA) in Q4 2025, closing a stake of 9,508 shares — an estimated $287K sold.

Western Wealth Management first reported a position in NSA in Q3 2025 and held it in 1 quarter. The position peaked at $287K in Q3 2025. 328 funds tracked by Wall St. Rank hold NSA as of Q4 2025.

  • Western Wealth Management reported no remaining National Storage Affiliates Trust position as of Q4 2025 after selling out during the quarter.
  • Western Wealth Management sold 9,508 National Storage Affiliates Trust shares in Q4 2025, an estimated $287K.
  • Western Wealth Management first reported a position in National Storage Affiliates Trust in Q3 2025 and held it in 1 quarter.
  • Western Wealth Management's National Storage Affiliates Trust position peaked at $287K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2025.

Based on Western Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.