Sagewood Asset Management’s National Storage Affiliates Trust NSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$718K Buy
16,142
+580
+4% +$24.9K 0.16% 116
2026
Q1
$587K Buy
+15,562
New +$526K 0.18% 108

Other funds holding NSA

Sagewood Asset Management's NSA Position: Q2 2026 in Review

Sagewood Asset Management increased its National Storage Affiliates Trust (NSA) stake by 3.7% in Q2 2026, buying an estimated $24.9K and bringing the position to 16,142 shares worth $718K. The position accounts for 0.16% of the portfolio, ranked #116.

Sagewood Asset Management first reported a position in NSA in Q1 2026 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • Sagewood Asset Management held 16,142 shares of National Storage Affiliates Trust worth $718K as of Q2 2026.
  • Sagewood Asset Management bought 580 National Storage Affiliates Trust shares in Q2 2026, an estimated $24.9K.
  • National Storage Affiliates Trust made up 0.16% of Sagewood Asset Management's portfolio in Q2 2026, its #116 holding.
  • Sagewood Asset Management first reported a position in National Storage Affiliates Trust in Q1 2026 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.