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Pinnacle Wealth Planning Services’s National Storage Affiliates Trust NSA Stock Holding History

Pinnacle Wealth Planning Services’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 		$3.4K Buy
90
+70
+350% +$2.37K ﹤0.01% 2343
2025
Q4 		$564 Buy
+20
New +$596 ﹤0.01% 2644
2021
Q1 		– Sell
-57
Closed -$2K – 1399
2020
Q4 		$2K Buy
+57
New +$1.97K ﹤0.01% 1954

Other funds holding NSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's NSA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its National Storage Affiliates Trust (NSA) stake by 350% in Q1 2026, buying an estimated $2.37K and bringing the position to 90 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Pinnacle Wealth Planning Services first reported a position in NSA in Q4 2020 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 90 shares of National Storage Affiliates Trust worth $3.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 70 National Storage Affiliates Trust shares in Q1 2026, an estimated $2.37K.
  • National Storage Affiliates Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2343 holding.
  • Pinnacle Wealth Planning Services first reported a position in National Storage Affiliates Trust in Q4 2020 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.