ECM
NSA

Evergreen Capital Management’s National Storage Affiliates Trust NSA Stock Holding History

Evergreen Capital Management’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 		$344K Sell
7,732
-582
-7% -$24.9K 0.01% 1130
2026
Q1 		$314K Sell
8,314
-6,135
-42% -$207K 0.01% 1088
2025
Q4 		$408K Buy
14,449
+6,300
+77% +$188K 0.01% 864
2025
Q3 		$246K Buy
+8,149
New +$254K 0.01% 1114

Other funds holding NSA

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Evergreen Capital Management's NSA Position: Q2 2026 in Review

Evergreen Capital Management reduced its National Storage Affiliates Trust (NSA) stake by 7% in Q2 2026, selling an estimated $24.9K and leaving 7,732 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #1130.

Evergreen Capital Management first reported a position in NSA in Q3 2025 and has held it in 4 quarters since. The position peaked at $408K in Q4 2025. 57 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • Evergreen Capital Management held 7,732 shares of National Storage Affiliates Trust worth $344K as of Q2 2026.
  • Evergreen Capital Management sold 582 National Storage Affiliates Trust shares in Q2 2026, an estimated $24.9K.
  • National Storage Affiliates Trust made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1130 holding.
  • Evergreen Capital Management first reported a position in National Storage Affiliates Trust in Q3 2025 and has held it in 4 quarters since.
  • Evergreen Capital Management's National Storage Affiliates Trust position peaked at $408K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.