HM Payson & Co’s National Storage Affiliates Trust NSA Stock Holding History

HM Payson & Co’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	$43.4K	Hold	977	–	–	﹤0.01%	733
2026 Q1	$36.9K	Hold	977	–	–	﹤0.01%	746
2025 Q4	$27.6K	Hold	977	–	–	﹤0.01%	790
2025 Q3	$29.5K	Hold	977	–	–	﹤0.01%	778
2025 Q2	$31.3K	Hold	977	–	–	﹤0.01%	720
2025 Q1	$38.5K	Hold	977	–	–	﹤0.01%	688
2024 Q4	$37K	Hold	977	–	–	﹤0.01%	685
2024 Q3	$47.1K	Hold	977	–	–	﹤0.01%	640
2024 Q2	$40.3K	Hold	977	–	–	﹤0.01%	635
2024 Q1	$38.3K	Hold	977	–	–	﹤0.01%	646
2023 Q4	$40.5K	Hold	977	–	–	﹤0.01%	630
2023 Q3	$31K	Hold	977	–	–	﹤0.01%	661
2023 Q2	$34K	Hold	977	–	–	﹤0.01%	650
2023 Q1	$40.8K	Hold	977	–	–	﹤0.01%	612
2022 Q4	$35.3K	Hold	977	–	–	﹤0.01%	605
2022 Q3	$41K	Hold	977	–	–	﹤0.01%	601
2022 Q2	$49K	Hold	977	–	–	﹤0.01%	577
2022 Q1	$61K	Hold	977	–	–	﹤0.01%	570
2021 Q4	$68K	Buy	+977	New	+$60.3K	﹤0.01%	565

Other funds holding NSA

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

HM Payson & Co's NSA Position: Q2 2026 in Review

HM Payson & Co held its National Storage Affiliates Trust (NSA) position steady in Q2 2026 at 977 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

HM Payson & Co first reported a position in NSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $68K in Q4 2021. 24 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

HM Payson & Co held 977 shares of National Storage Affiliates Trust worth $43.4K as of Q2 2026.
HM Payson & Co left its National Storage Affiliates Trust share count unchanged in Q2 2026.
National Storage Affiliates Trust made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #733 holding.
HM Payson & Co first reported a position in National Storage Affiliates Trust in Q4 2021 and has held it in 19 quarters since.
HM Payson & Co's National Storage Affiliates Trust position peaked at $68K in Q4 2021.
24 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.