KIM
NSA

Kestra Investment Management’s National Storage Affiliates Trust NSA Stock Holding History

Kestra Investment 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 		$384K Sell
9,869
-2,340
-19% -$100K 0.01% 365
2026
Q1 		$461K Sell
12,209
-2,482
-17% -$83.8K 0.01% 298
2025
Q4 		$414K Buy
14,691
+1,929
+15% +$57.4K 0.01% 306
2025
Q3 		$386K Buy
12,762
+1,422
+13% +$44.4K 0.01% 316
2025
Q2 		$400K Buy
11,340
+6,306
+125% +$220K 0.01% 410
2025
Q1 		$198K Buy
+5,034
New +$190K 0.01% 375

Other funds holding NSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Kestra Investment Management's NSA Position: Q2 2026 in Review

Kestra Investment Management reduced its National Storage Affiliates Trust (NSA) stake by 19% in Q2 2026, selling an estimated $100K and leaving 9,869 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #365.

Kestra Investment Management first reported a position in NSA in Q1 2025 and has held it in 6 quarters since. The position peaked at $461K in Q1 2026. 145 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • Kestra Investment Management held 9,869 shares of National Storage Affiliates Trust worth $384K as of Q2 2026.
  • Kestra Investment Management sold 2,340 National Storage Affiliates Trust shares in Q2 2026, an estimated $100K.
  • National Storage Affiliates Trust made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #365 holding.
  • Kestra Investment Management first reported a position in National Storage Affiliates Trust in Q1 2025 and has held it in 6 quarters since.
  • Kestra Investment Management's National Storage Affiliates Trust position peaked at $461K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.