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Cornerstone Planning Group’s National Storage Affiliates Trust NSA Stock Holding History

Cornerstone Planning Group’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 		$1.15K Buy
28
+1
+4% +$34 ﹤0.01% 1423
2025
Q4 		$859 Buy
+27
New +$804 ﹤0.01% 1383
2023
Q3 		– Sell
-21
Closed -$731 – 1279
2023
Q2 		$731 Buy
+21
New +$792 ﹤0.01% 1422
2022
Q4 		$530 Buy
+14
New +$548 ﹤0.01% 1449

Other funds holding NSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cornerstone Planning Group's NSA Position: Q1 2026 in Review

Cornerstone Planning Group increased its National Storage Affiliates Trust (NSA) stake by 3.7% in Q1 2026, buying an estimated $34 and bringing the position to 28 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Cornerstone Planning Group first reported a position in NSA in Q4 2022 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

  • Cornerstone Planning Group held 28 shares of National Storage Affiliates Trust worth $1.15K as of Q1 2026.
  • Cornerstone Planning Group bought 1 National Storage Affiliates Trust share in Q1 2026, an estimated $34.
  • National Storage Affiliates Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1423 holding.
  • Cornerstone Planning Group first reported a position in National Storage Affiliates Trust in Q4 2022 and has held it in 4 quarters since.
  • 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.