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

Clearstead 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 Q3	–	Sell	-116	Closed	-$5.16K	–	1045
2026 Q2	$5.16K	Sell	116 -136	-54%	-$5.83K	﹤0.01%	770
2026 Q1	$9.5K	Buy	+252	New	+$8.51K	﹤0.01%	594

Other funds holding NSA

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Clearstead Trust's NSA Position: Q3 2026 in Review

Clearstead Trust sold out of National Storage Affiliates Trust (NSA) in Q3 2026, closing a stake of 116 shares — an estimated $5.16K sold.

Clearstead Trust first reported a position in NSA in Q1 2026 and held it in 2 quarters. The position peaked at $9.5K in Q1 2026. 2 funds tracked by Wall St. Rank hold NSA as of Q3 2026.

Clearstead Trust reported no remaining National Storage Affiliates Trust position as of Q3 2026 after selling out during the quarter.
Clearstead Trust sold 116 National Storage Affiliates Trust shares in Q3 2026, an estimated $5.16K.
Clearstead Trust first reported a position in National Storage Affiliates Trust in Q1 2026 and held it in 2 quarters.
Clearstead Trust's National Storage Affiliates Trust position peaked at $9.5K in Q1 2026.
2 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.