Bank of Montreal
NSA

Bank of Montreal’s National Storage Affiliates Trust NSA Stock Holding History

Bank of Montreal’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
2023
Q4 		– Sell
-10,000
Closed -$349K – 4210
2023
Q3 		$349K Buy
+10,000
New +$339K ﹤0.01% 2699
2022
Q3 		– Sell
-16,000
Closed -$808 – 4312
2022
Q2 		$808 Buy
+16,000
New +$871K ﹤0.01% 2435

Other funds holding NSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal's NSA Position: Q2 2026 in Review

Bank of Montreal increased its National Storage Affiliates Trust (NSA) stake by 17% in Q2 2026, buying an estimated $98.6K and bringing the position to 15,604 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Bank of Montreal first reported a position in NSA in Q4 2015 and has held it in 41 quarters since. The position peaked at $28.1M in Q3 2021. 208 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • Bank of Montreal held 15,604 shares of National Storage Affiliates Trust worth $694K as of Q2 2026.
  • Bank of Montreal bought 2,301 National Storage Affiliates Trust shares in Q2 2026, an estimated $98.6K.
  • National Storage Affiliates Trust made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2284 holding.
  • Bank of Montreal first reported a position in National Storage Affiliates Trust in Q4 2015 and has held it in 41 quarters since.
  • Bank of Montreal's National Storage Affiliates Trust position peaked at $28.1M in Q3 2021.
  • 208 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.