RFP
NSA

Root Financial Partners’s National Storage Affiliates Trust NSA Stock Holding History

Root Financial Partners’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 		– Sell
-99
Closed -$3.74K – 2220
2026
Q1 		$3.74K Buy
+99
New +$3.34K ﹤0.01% 2062

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

Root Financial Partners's NSA Position: Q2 2026 in Review

Root Financial Partners sold out of National Storage Affiliates Trust (NSA) in Q2 2026, closing a stake of 99 shares — an estimated $3.74K sold.

Root Financial Partners first reported a position in NSA in Q1 2026 and held it in 1 quarter. The position peaked at $3.74K in Q1 2026. 336 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • Root Financial Partners reported no remaining National Storage Affiliates Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 99 National Storage Affiliates Trust shares in Q2 2026, an estimated $3.74K.
  • Root Financial Partners first reported a position in National Storage Affiliates Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's National Storage Affiliates Trust position peaked at $3.74K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.