PFA
NSA

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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. 336 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.
  • 336 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.