Beacon Investment Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Beacon Investment 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 Q1	$660K	Hold	17,500	–	–	0.25%	90
2025 Q4	$494K	Hold	17,500	–	–	0.2%	103
2025 Q3	$529K	Hold	17,500	–	–	0.22%	97
2025 Q2	$557K	Hold	17,500	–	–	0.24%	93
2025 Q1	$690K	Hold	17,500	–	–	0.33%	78
2024 Q4	$663K	Hold	17,500	–	–	0.31%	80
2024 Q3	$844K	Hold	17,500	–	–	0.4%	73
2024 Q2	$721K	Buy	+17,500	New	+$660K	0.37%	74

Other funds holding NSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Beacon Investment Advisors's NSA Position: Q1 2026 in Review

Beacon Investment Advisors held its National Storage Affiliates Trust (NSA) position steady in Q1 2026 at 17,500 shares worth $660K. The position accounts for 0.25% of the portfolio, ranked #90.

Beacon Investment Advisors first reported a position in NSA in Q2 2024 and has held it in 8 quarters since. The position peaked at $844K in Q3 2024. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Beacon Investment Advisors held 17,500 shares of National Storage Affiliates Trust worth $660K as of Q1 2026.
Beacon Investment Advisors left its National Storage Affiliates Trust share count unchanged in Q1 2026.
National Storage Affiliates Trust made up 0.25% of Beacon Investment Advisors's portfolio in Q1 2026, its #90 holding.
Beacon Investment Advisors first reported a position in National Storage Affiliates Trust in Q2 2024 and has held it in 8 quarters since.
Beacon Investment Advisors's National Storage Affiliates Trust position peaked at $844K in Q3 2024.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.