Rothschild Investment LLC’s National Storage Affiliates Trust NSA Stock Holding History

Rothschild Investment LLC’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	$124K	Sell	2,788 -271	-9%	-$11.6K	﹤0.01%	985
2026 Q1	$115K	Buy	3,059 +1,058	+53%	+$35.7K	0.01%	836
2025 Q4	$56.4K	Buy	2,001 +547	+38%	+$16.3K	﹤0.01%	989
2025 Q3	$43.9K	Sell	1,454 -15	-1%	-$468	﹤0.01%	1027
2025 Q2	$47K	Buy	1,469 +35	+2%	+$1.22K	﹤0.01%	797
2025 Q1	$56.5K	Hold	1,434	–	–	﹤0.01%	735
2024 Q4	$54.4K	Hold	1,434	–	–	﹤0.01%	764
2024 Q3	$69.1K	Hold	1,434	–	–	﹤0.01%	727
2024 Q2	$59.1K	Hold	1,434	–	–	﹤0.01%	724
2024 Q1	$56.2K	Buy	+1,434	New	+$53.9K	﹤0.01%	708
2022 Q1	–	Sell	-3,634	Closed	-$251K	–	532
2021 Q4	$251K	Buy	+3,634	New	+$224K	0.02%	440
2020 Q2	–	Sell	-8,106	Closed	-$240K	–	441
2020 Q1	$240K	Sell	8,106 -113	-1%	-$3.75K	0.03%	344
2019 Q4	$276K	Buy	+8,219	New	+$276K	0.03%	375

Other funds holding NSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Rothschild Investment LLC's NSA Position: Q2 2026 in Review

Rothschild Investment LLC reduced its National Storage Affiliates Trust (NSA) stake by 8.9% in Q2 2026, selling an estimated $11.6K and leaving 2,788 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Rothschild Investment LLC first reported a position in NSA in Q4 2019 and has held it in 13 quarters since. The position peaked at $276K in Q4 2019. 145 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

Rothschild Investment LLC held 2,788 shares of National Storage Affiliates Trust worth $124K as of Q2 2026.
Rothschild Investment LLC sold 271 National Storage Affiliates Trust shares in Q2 2026, an estimated $11.6K.
National Storage Affiliates Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #985 holding.
Rothschild Investment LLC first reported a position in National Storage Affiliates Trust in Q4 2019 and has held it in 13 quarters since.
Rothschild Investment LLC's National Storage Affiliates Trust position peaked at $276K in Q4 2019.
145 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.