Allium Financial Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Allium Financial Advisors’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
2026 Q2	$4.33M	Buy	+97,334	New	+$4.17M	2.83%	8

Other funds holding NSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Allium Financial Advisors's NSA Position: Q2 2026 in Review

Allium Financial Advisors opened a new position in National Storage Affiliates Trust (NSA) in Q2 2026: 97,334 shares worth $4.33M. The stake represents 2.83% of the portfolio and ranks #8 among its holdings.

336 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

Allium Financial Advisors held 97,334 shares of National Storage Affiliates Trust worth $4.33M as of Q2 2026.
National Storage Affiliates Trust was a new Allium Financial Advisors position in Q2 2026.
National Storage Affiliates Trust made up 2.83% of Allium Financial Advisors's portfolio in Q2 2026, its #8 holding.
336 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.