Caldwell Trust’s National Storage Affiliates Trust NSA Stock Holding History

Caldwell Trust’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	$11.3K	Hold	300	–	–	﹤0.01%	653
2025 Q4	$8.46K	Hold	300	–	–	﹤0.01%	655
2025 Q3	$9.07K	Hold	300	–	–	﹤0.01%	651
2025 Q2	$9.6K	Hold	300	–	–	﹤0.01%	639
2025 Q1	$11.8K	Hold	300	–	–	﹤0.01%	616
2024 Q4	$11.4K	Hold	300	–	–	﹤0.01%	597
2024 Q3	$14.5K	Hold	300	–	–	﹤0.01%	585
2024 Q2	$12.4K	Hold	300	–	–	﹤0.01%	593
2024 Q1	$11.7K	Hold	300	–	–	﹤0.01%	609
2023 Q4	$12.4K	Hold	300	–	–	﹤0.01%	594
2023 Q3	$9.52K	Hold	300	–	–	﹤0.01%	616
2023 Q2	$10.4K	Hold	300	–	–	﹤0.01%	625
2023 Q1	$12.5K	Hold	300	–	–	﹤0.01%	603
2022 Q4	$10.8K	Hold	300	–	–	﹤0.01%	610
2022 Q3	$12.5K	Hold	300	–	–	﹤0.01%	579
2022 Q2	$15K	Hold	300	–	–	﹤0.01%	575
2022 Q1	$18.8K	Hold	300	–	–	﹤0.01%	576
2021 Q4	$20.8K	Hold	300	–	–	﹤0.01%	558
2021 Q3	$15.8K	Hold	300	–	–	﹤0.01%	590
2021 Q2	$15.2K	Hold	300	–	–	﹤0.01%	602
2021 Q1	$12K	Hold	300	–	–	﹤0.01%	617
2020 Q4	$10.8K	Hold	300	–	–	﹤0.01%	617
2020 Q3	$9.81K	Buy	+300	New	+$9.63K	﹤0.01%	616

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

Caldwell Trust's NSA Position: Q1 2026 in Review

Caldwell Trust held its National Storage Affiliates Trust (NSA) position steady in Q1 2026 at 300 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Caldwell Trust first reported a position in NSA in Q3 2020 and has held it in 23 quarters since. The position peaked at $20.8K in Q4 2021. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Caldwell Trust held 300 shares of National Storage Affiliates Trust worth $11.3K as of Q1 2026.
Caldwell Trust left its National Storage Affiliates Trust share count unchanged in Q1 2026.
National Storage Affiliates Trust made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #653 holding.
Caldwell Trust first reported a position in National Storage Affiliates Trust in Q3 2020 and has held it in 23 quarters since.
Caldwell Trust's National Storage Affiliates Trust position peaked at $20.8K in Q4 2021.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.