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

Marshall 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 Q1	$13.2K	Buy	+349	New	+$11.8K	0.01%	180
2025 Q2	–	Sell	-349	Closed	-$13.8K	–	155
2025 Q1	$13.8K	Buy	+349	New	+$13.1K	0.01%	157

Other funds holding NSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Investment Management's NSA Position: Q1 2026 in Review

Marshall Investment Management opened a new position in National Storage Affiliates Trust (NSA) in Q1 2026: 349 shares worth $13.2K. The stake represents 0.01% of the portfolio and ranks #180 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in NSA as recently as Q1 2025.

Marshall Investment Management first reported a position in NSA in Q1 2025 and has held it in 2 quarters since. The position peaked at $13.8K in Q1 2025. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Marshall Investment Management held 349 shares of National Storage Affiliates Trust worth $13.2K as of Q1 2026.
National Storage Affiliates Trust was a new Marshall Investment Management position in Q1 2026.
National Storage Affiliates Trust made up 0.01% of Marshall Investment Management's portfolio in Q1 2026, its #180 holding.
Marshall Investment Management first reported a position in National Storage Affiliates Trust in Q1 2025 and has held it in 2 quarters since.
Marshall Investment Management's National Storage Affiliates Trust position peaked at $13.8K in Q1 2025.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.