LPL Financial
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LPL Financial’s National Storage Affiliates Trust NSA Stock Holding History

LPL Financial’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
Q1 		$17.8M Buy
471,091
+1,147
+0.2% +$38.7K ﹤0.01% 1549
2025
Q4 		$13.3M Sell
469,944
-12,254
-3% -$365K ﹤0.01% 1698
2025
Q3 		$14.6M Sell
482,198
-26,220
-5% -$818K ﹤0.01% 1578
2025
Q2 		$16.3M Sell
508,418
-27,107
-5% -$946K 0.01% 1390
2025
Q1 		$21.1M Buy
535,525
+1,713
+0.3% +$64.5K 0.01% 1117
2024
Q4 		$20.2M Buy
533,812
+19,693
+4% +$844K 0.01% 1081
2024
Q3 		$24.8M Buy
514,119
+10,480
+2% +$468K 0.01% 932
2024
Q2 		$20.8M Buy
503,639
+2,556
+0.5% +$96.3K 0.01% 954
2024
Q1 		$19.6M Buy
501,083
+10,245
+2% +$385K 0.01% 955
2023
Q4 		$20.4M Buy
490,838
+1,402
+0.3% +$47K 0.01% 872
2023
Q3 		$15.5M Buy
489,436
+10,693
+2% +$362K 0.01% 919
2023
Q2 		$16.7M Buy
478,743
+26,219
+6% +$989K 0.01% 868
2023
Q1 		$18.9M Buy
452,524
+401,787
+792% +$16.3M 0.01% 776
2022
Q4 		$1.83M Buy
50,737
+2,175
+4% +$85.1K ﹤0.01% 2133
2022
Q3 		$2.02M Sell
48,562
-556
-1% -$28.4K ﹤0.01% 1978
2022
Q2 		$2.46M Buy
49,118
+982
+2% +$53.5K ﹤0.01% 1876
2022
Q1 		$3.02M Sell
48,136
-25,579
-35% -$1.57M ﹤0.01% 1745
2021
Q4 		$5.1M Buy
73,715
+24,730
+50% +$1.53M ﹤0.01% 1453
2021
Q3 		$2.59M Buy
48,985
+1,378
+3% +$75.9K ﹤0.01% 1857
2021
Q2 		$2.41M Sell
47,607
-51
-0.1% -$2.33K ﹤0.01% 1823
2021
Q1 		$1.9M Sell
47,658
-630
-1% -$24K ﹤0.01% 1876
2020
Q4 		$1.74M Buy
48,288
+1,257
+3% +$43.4K ﹤0.01% 1763
2020
Q3 		$1.54M Sell
47,031
-2,621
-5% -$84.2K ﹤0.01% 1611
2020
Q2 		$1.42M Buy
49,652
+1,913
+4% +$54.9K ﹤0.01% 1574
2020
Q1 		$1.41M Buy
47,739
+2,100
+5% +$69.7K ﹤0.01% 1400
2019
Q4 		$1.53M Buy
45,639
+12,344
+37% +$414K ﹤0.01% 1545
2019
Q3 		$1.11M Buy
33,295
+5,431
+19% +$172K ﹤0.01% 1652
2019
Q2 		$806K Buy
27,864
+2,567
+10% +$75.1K ﹤0.01% 1890
2019
Q1 		$721K Buy
25,297
+8,488
+50% +$235K ﹤0.01% 1902
2018
Q4 		$445K Buy
16,809
+667
+4% +$17.9K ﹤0.01% 2125
2018
Q3 		$411K Buy
16,142
+2,051
+15% +$58.4K ﹤0.01% 2402
2018
Q2 		$434K Buy
14,091
+5,054
+56% +$138K ﹤0.01% 2326
2018
Q1 		$227K Buy
9,037
+300
+3% +$7.56K ﹤0.01% 2858
2017
Q4 		$238K Buy
+8,737
New +$225K ﹤0.01% 2683
2016
Q3 		– Sell
-16,300
Closed -$365K – 2709
2016
Q2 		$365K Sell
16,300
-18,900
-54% -$393K ﹤0.01% 1920
2016
Q1 		$707K Buy
+35,200
New +$631K ﹤0.01% 1933

Other funds holding NSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial's NSA Position: Q1 2026 in Review

LPL Financial increased its National Storage Affiliates Trust (NSA) stake by 0.24% in Q1 2026, buying an estimated $38.7K and bringing the position to 471,091 shares worth $17.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

LPL Financial first reported a position in NSA in Q1 2016 and has held it in 36 quarters since. The position peaked at $24.8M in Q3 2024. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

  • LPL Financial held 471,091 shares of National Storage Affiliates Trust worth $17.8M as of Q1 2026.
  • LPL Financial bought 1,147 National Storage Affiliates Trust shares in Q1 2026, an estimated $38.7K.
  • National Storage Affiliates Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1549 holding.
  • LPL Financial first reported a position in National Storage Affiliates Trust in Q1 2016 and has held it in 36 quarters since.
  • LPL Financial's National Storage Affiliates Trust position peaked at $24.8M in Q3 2024.
  • 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.