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Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

NSA holding history

National Storage Affiliates Trust in every 13F filed by Arete Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NSA overviewAll 13F holders of NSAFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2023
Holdings of NSA by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−7,240−100.0%Sold outHolders
Q1 20257,240$247.0K<0.1%+7,240NewHolders
Q4 20240$00.0%−4,392−100.0%Sold outHolders
Q3 20244,392$212.0K<0.1%−833−15.9%ReducedHolders
Q2 20245,225$215.0K<0.1%+5,225NewHolders
Q1 20240$00.0%−9,166−100.0%Sold outHolders
Q4 20239,166$317.1K<0.1%+55+0.6%AddedHolders
Q3 20239,111$256.3K<0.1%+9,111NewHolders