Bank of Montreal’s National Storage Affiliates Trust NSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $502K | Buy |
+13,303
| New | +$449K | ﹤0.01% | 2391 |
|
|
2025
Q3 | – | Sell |
-7,241
| Closed | -$232K | – | 3730 |
|
|
2025
Q2 | $232K | Sell |
7,241
-792
| -10% | -$27.6K | ﹤0.01% | 2724 |
|
|
2025
Q1 | $317K | Buy |
8,033
+538
| +7% | +$20.3K | ﹤0.01% | 2482 |
|
|
2024
Q4 | $284K | Buy |
7,495
+56
| +0.8% | +$2.4K | ﹤0.01% | 2580 |
|
|
2024
Q3 | $353K | Buy |
7,439
+87
| +1% | +$3.88K | ﹤0.01% | 2655 |
|
|
2024
Q2 | $304K | Sell |
7,352
-872
| -11% | -$32.9K | ﹤0.01% | 2725 |
|
|
2024
Q1 | $322K | Sell |
8,224
-3,085
| -27% | -$116K | ﹤0.01% | 2735 |
|
|
2023
Q4 | $477K | Sell |
11,309
-3,085
| -21% | -$103K | ﹤0.01% | 2538 |
|
|
2023
Q3 | $502K | Buy |
14,394
+856
| +6% | +$29K | ﹤0.01% | 2455 |
|
|
2023
Q2 | $481K | Sell |
13,538
-160,477
| -92% | -$6.05M | ﹤0.01% | 2624 |
|
|
2023
Q1 | $7.28M | Buy |
174,015
+115,892
| +199% | +$4.69M | ﹤0.01% | 1063 |
|
|
2022
Q4 | $2.13M | Sell |
58,123
-261,077
| -82% | -$10.2M | ﹤0.01% | 1765 |
|
|
2022
Q3 | $15.4K | Buy |
319,200
+266,646
| +507% | +$13.6M | 0.01% | 801 |
|
|
2022
Q2 | $2.65K | Buy |
52,554
+16,526
| +46% | +$900K | ﹤0.01% | 1755 |
|
|
2022
Q1 | $2.3M | Buy |
36,028
+14,107
| +64% | +$868K | ﹤0.01% | 1857 |
|
|
2021
Q4 | $1.51M | Sell |
21,921
-494,029
| -96% | -$30.5M | ﹤0.01% | 1733 |
|
|
2021
Q3 | $28.1M | Buy |
515,950
+131,609
| +34% | +$7.25M | 0.01% | 778 |
|
|
2021
Q2 | $19.4M | Buy |
384,341
+126,994
| +49% | +$5.81M | 0.01% | 912 |
|
|
2021
Q1 | $10.6M | Buy |
257,347
+43,271
| +20% | +$1.65M | 0.01% | 977 |
|
|
2020
Q4 | $7.93M | Sell |
214,076
-16,219
| -7% | -$560K | 0.01% | 1145 |
|
|
2020
Q3 | $7.85M | Sell |
230,295
-74,537
| -24% | -$2.39M | 0.01% | 970 |
|
|
2020
Q2 | $8.74M | Buy |
304,832
+29,067
| +11% | +$833K | 0.01% | 898 |
|
|
2020
Q1 | $7.92M | Buy |
275,765
+8,510
| +3% | +$282K | 0.01% | 787 |
|
|
2019
Q4 | $8.98M | Buy |
267,255
+60,930
| +30% | +$2.04M | 0.01% | 1038 |
|
|
2019
Q3 | $6.88M | Buy |
206,325
+39,874
| +24% | +$1.26M | 0.01% | 1036 |
|
|
2019
Q2 | $4.82M | Buy |
166,451
+20,907
| +14% | +$612K | ﹤0.01% | 1218 |
|
|
2019
Q1 | $4.15M | Buy |
145,544
+111,622
| +329% | +$3.09M | ﹤0.01% | 1265 |
|
|
2018
Q4 | $898K | Buy |
33,922
+371
| +1% | +$9.94K | ﹤0.01% | 1934 |
|
|
2018
Q3 | $853K | Buy |
33,551
+3,859
| +13% | +$110K | ﹤0.01% | 2078 |
|
|
2018
Q2 | $915K | Buy |
29,692
+355
| +1% | +$9.72K | ﹤0.01% | 2054 |
|
|
2018
Q1 | $736K | Sell |
29,337
-1,228
| -4% | -$31K | ﹤0.01% | 2056 |
|
|
2017
Q4 | $834K | Sell |
30,565
-2,692
| -8% | -$69.3K | ﹤0.01% | 2040 |
|
|
2017
Q3 | $807K | Buy |
33,257
+1,452
| +5% | +$33K | ﹤0.01% | 2071 |
|
|
2017
Q2 | $735K | Buy |
31,805
+5,738
| +22% | +$138K | ﹤0.01% | 2121 |
|
|
2017
Q1 | $623K | Buy |
26,067
+24,200
| +1,296% | +$561K | ﹤0.01% | 2027 |
|
|
2016
Q4 | $38K | Sell |
1,867
-772
| -29% | -$15.7K | ﹤0.01% | 3201 |
|
|
2016
Q3 | $55K | Buy |
2,639
+772
| +41% | +$16.2K | ﹤0.01% | 3020 |
|
|
2016
Q2 | $39K | Sell |
1,867
-345
| -16% | -$7.17K | ﹤0.01% | 3147 |
|
|
2016
Q1 | $47K | Buy |
2,212
+300
| +16% | +$5.38K | ﹤0.01% | 3071 |
|
|
2015
Q4 | $33K | Buy |
+1,912
| New | +$29.9K | ﹤0.01% | 3202 |
|
Other funds holding NSA
VPM
VCM
FTCM
Bank of Montreal's NSA Position: Q1 2026 in Review
Bank of Montreal opened a new position in National Storage Affiliates Trust (NSA) in Q1 2026: 13,303 shares worth $502K. The stake represents ﹤0.01% of the portfolio and ranks #2391 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in NSA as recently as Q2 2025.
Bank of Montreal first reported a position in NSA in Q4 2015 and has held it in 40 quarters since. The position peaked at $28.1M in Q3 2021. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.
- Bank of Montreal held 13,303 shares of National Storage Affiliates Trust worth $502K as of Q1 2026.
- National Storage Affiliates Trust was a new Bank of Montreal position in Q1 2026.
- National Storage Affiliates Trust made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2391 holding.
- Bank of Montreal first reported a position in National Storage Affiliates Trust in Q4 2015 and has held it in 40 quarters since.
- Bank of Montreal's National Storage Affiliates Trust position peaked at $28.1M in Q3 2021.
- 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.