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 Q1	$3.74K	Buy	+99	New	+$3.34K	﹤0.01%	2062

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

Root Financial Partners's NSA Position: Q1 2026 in Review

Root Financial Partners opened a new position in National Storage Affiliates Trust (NSA) in Q1 2026: 99 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #2062 among its holdings.

332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Root Financial Partners held 99 shares of National Storage Affiliates Trust worth $3.74K as of Q1 2026.
National Storage Affiliates Trust was a new Root Financial Partners position in Q1 2026.
National Storage Affiliates Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2062 holding.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.