Pasadena Private Wealth’s National Storage Affiliates Trust NSA Stock Holding History

Pasadena Private Wealth’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	$211K	Sell	5,598 -1,926	-26%	-$65.1K	0.03%	209
2025 Q4	$212K	Sell	7,524 -13,940	-65%	-$415K	0.03%	209
2025 Q3	$649K	Sell	21,464 -3,368	-14%	-$105K	0.09%	98
2025 Q2	$794K	Sell	24,832 -1,356	-5%	-$47.3K	0.14%	75
2025 Q1	$1.03M	Sell	26,188 -102	-0.4%	-$3.84K	0.2%	62
2024 Q4	$997K	Sell	26,290 -1,041	-4%	-$44.6K	0.2%	61
2024 Q3	$1.32M	Sell	27,331 -1,433	-5%	-$63.9K	0.28%	43
2024 Q2	$1.19M	Buy	28,764 +255	+0.9%	+$9.61K	0.27%	43
2024 Q1	$1.12M	Sell	28,509 -643	-2%	-$24.2K	0.26%	44
2023 Q4	$1.21M	Buy	+29,152	New	+$977K	0.3%	42

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

Pasadena Private Wealth's NSA Position: Q1 2026 in Review

Pasadena Private Wealth reduced its National Storage Affiliates Trust (NSA) stake by 26% in Q1 2026, selling an estimated $65.1K and leaving 5,598 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #209.

Pasadena Private Wealth first reported a position in NSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q3 2024. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Pasadena Private Wealth held 5,598 shares of National Storage Affiliates Trust worth $211K as of Q1 2026.
Pasadena Private Wealth sold 1,926 National Storage Affiliates Trust shares in Q1 2026, an estimated $65.1K.
National Storage Affiliates Trust made up 0.03% of Pasadena Private Wealth's portfolio in Q1 2026, its #209 holding.
Pasadena Private Wealth first reported a position in National Storage Affiliates Trust in Q4 2023 and has held it in 10 quarters since.
Pasadena Private Wealth's National Storage Affiliates Trust position peaked at $1.32M in Q3 2024.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.