Pathstone Holdings’s National Storage Affiliates Trust NSA Stock Holding History

Pathstone Holdings’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	$661K	Sell	17,511 -1,769	-9%	-$59.8K	﹤0.01%	1624
2025 Q4	$544K	Sell	19,280 -2,482	-11%	-$73.9K	﹤0.01%	1718
2025 Q3	$658K	Buy	21,762 +3,164	+17%	+$98.8K	﹤0.01%	1632
2025 Q2	$595K	Buy	18,598 +470	+3%	+$16.4K	﹤0.01%	1637
2025 Q1	$714K	Buy	18,128 +2,277	+14%	+$85.8K	﹤0.01%	1544
2024 Q4	$601K	Buy	15,851 +1,224	+8%	+$52.4K	﹤0.01%	1647
2024 Q3	$705K	Sell	14,627 -8,585	-37%	-$383K	﹤0.01%	1549
2024 Q2	$957K	Sell	23,212 -808	-3%	-$30.5K	﹤0.01%	1359
2024 Q1	$941K	Buy	24,020 +8,814	+58%	+$331K	﹤0.01%	1309
2023 Q4	$631K	Buy	+15,206	New	+$510K	﹤0.01%	1364

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

Pathstone Holdings's NSA Position: Q1 2026 in Review

Pathstone Holdings reduced its National Storage Affiliates Trust (NSA) stake by 9.2% in Q1 2026, selling an estimated $59.8K and leaving 17,511 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Pathstone Holdings first reported a position in NSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $957K in Q2 2024. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Pathstone Holdings held 17,511 shares of National Storage Affiliates Trust worth $661K as of Q1 2026.
Pathstone Holdings sold 1,769 National Storage Affiliates Trust shares in Q1 2026, an estimated $59.8K.
National Storage Affiliates Trust made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1624 holding.
Pathstone Holdings first reported a position in National Storage Affiliates Trust in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's National Storage Affiliates Trust position peaked at $957K in Q2 2024.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.