Peak Financial Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Peak Financial Advisors’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	$527K	Sell	11,850 -2,695	-19%	-$116K	0.22%	58
2026 Q1	$549K	Buy	14,545 +222	+2%	+$7.5K	0.24%	52
2025 Q4	$404K	Buy	14,323 +1,051	+8%	+$31.3K	0.18%	82
2025 Q3	$401K	Buy	13,272 +382	+3%	+$11.9K	0.19%	79
2025 Q2	$412K	Buy	12,890 +912	+8%	+$31.8K	0.21%	80
2025 Q1	$472K	Buy	11,978 +10	+0.1%	+$377	0.24%	61
2024 Q4	$454K	Sell	11,968 -230	-2%	-$9.85K	0.24%	60
2024 Q3	$588K	Sell	12,198 -490	-4%	-$21.9K	0.3%	46
2024 Q2	$523K	Buy	12,688 +360	+3%	+$13.6K	0.3%	44
2024 Q1	$483K	Buy	12,328 +210	+2%	+$7.89K	0.29%	46
2023 Q4	$503K	Buy	12,118 +1,763	+17%	+$59.1K	0.34%	46
2023 Q3	$329K	Buy	+10,355	New	+$351K	0.36%	34

Other funds holding NSA

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Peak Financial Advisors's NSA Position: Q2 2026 in Review

Peak Financial Advisors reduced its National Storage Affiliates Trust (NSA) stake by 19% in Q2 2026, selling an estimated $116K and leaving 11,850 shares worth $527K. The position accounts for 0.22% of the portfolio, ranked #58.

Peak Financial Advisors first reported a position in NSA in Q3 2023 and has held it in 12 quarters since. The position peaked at $588K in Q3 2024. 36 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

Peak Financial Advisors held 11,850 shares of National Storage Affiliates Trust worth $527K as of Q2 2026.
Peak Financial Advisors sold 2,695 National Storage Affiliates Trust shares in Q2 2026, an estimated $116K.
National Storage Affiliates Trust made up 0.22% of Peak Financial Advisors's portfolio in Q2 2026, its #58 holding.
Peak Financial Advisors first reported a position in National Storage Affiliates Trust in Q3 2023 and has held it in 12 quarters since.
Peak Financial Advisors's National Storage Affiliates Trust position peaked at $588K in Q3 2024.
36 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.