CPG
NSA

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
Q2 		$1.1K Hold
28
– – ﹤0.01% 1474
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 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

Cornerstone Planning Group's NSA Position: Q2 2026 in Review

Cornerstone Planning Group held its National Storage Affiliates Trust (NSA) position steady in Q2 2026 at 28 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Cornerstone Planning Group first reported a position in NSA in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.15K in Q1 2026. 336 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • Cornerstone Planning Group held 28 shares of National Storage Affiliates Trust worth $1.1K as of Q2 2026.
  • Cornerstone Planning Group left its National Storage Affiliates Trust share count unchanged in Q2 2026.
  • National Storage Affiliates Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1474 holding.
  • Cornerstone Planning Group first reported a position in National Storage Affiliates Trust in Q4 2022 and has held it in 5 quarters since.
  • Cornerstone Planning Group's National Storage Affiliates Trust position peaked at $1.15K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.