LI
NSA

LRI Investments’s National Storage Affiliates Trust NSA Stock Holding History

LRI Investments’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 		$10.4K Hold
234
– – ﹤0.01% 945
2026
Q1 		$8.83K Buy
+234
New +$7.91K ﹤0.01% 916
2024
Q3 		– Sell
-90
Closed -$3.71K – 1189
2024
Q2 		$3.71K Hold
90
– – ﹤0.01% 971
2024
Q1 		$3.52K Buy
+90
New +$3.38K ﹤0.01% 681

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

LRI Investments's NSA Position: Q2 2026 in Review

LRI Investments held its National Storage Affiliates Trust (NSA) position steady in Q2 2026 at 234 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

LRI Investments first reported a position in NSA in Q1 2024 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • LRI Investments held 234 shares of National Storage Affiliates Trust worth $10.4K as of Q2 2026.
  • LRI Investments left its National Storage Affiliates Trust share count unchanged in Q2 2026.
  • National Storage Affiliates Trust made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #945 holding.
  • LRI Investments first reported a position in National Storage Affiliates Trust in Q1 2024 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.