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

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

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. 336 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.
  • 336 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.