Sound Income Strategies’s National Storage Affiliates Trust NSA Stock Holding History

Sound Income Strategies’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	$6.19M	Sell	139,114 -15,927	-10%	-$683K	0.28%	97
2026 Q1	$5.97M	Sell	155,041 -24,431	-14%	-$825K	0.29%	93
2025 Q4	$6.07M	Sell	179,472 -32,118	-15%	-$956K	0.29%	87
2025 Q3	$6.51M	Sell	211,590 -20,421	-9%	-$637K	0.36%	76
2025 Q2	$7.42M	Buy	232,011 +89,453	+63%	+$3.12M	0.43%	67
2025 Q1	$5.62M	Buy	142,558 +141,733	+17,180%	+$5.34M	0.33%	79
2024 Q4	$31.3K	Buy	825 +26	+3%	+$1.11K	﹤0.01%	580
2024 Q3	$38.5K	Hold	799	–	–	﹤0.01%	506
2024 Q2	$32.9K	Hold	799	–	–	﹤0.01%	521
2024 Q1	$31.3K	Hold	799	–	–	﹤0.01%	510
2023 Q4	$33.1K	Sell	799 -200	-20%	-$6.7K	﹤0.01%	489
2023 Q3	$31.7K	Buy	999 +599	+150%	+$20.3K	﹤0.01%	367
2023 Q2	$13.9K	Buy	+400	New	+$15.1K	﹤0.01%	502

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

Sound Income Strategies's NSA Position: Q2 2026 in Review

Sound Income Strategies reduced its National Storage Affiliates Trust (NSA) stake by 10% in Q2 2026, selling an estimated $683K and leaving 139,114 shares worth $6.19M. The position accounts for 0.28% of the portfolio, ranked #97.

Sound Income Strategies first reported a position in NSA in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.42M in Q2 2025. 166 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

Sound Income Strategies held 139,114 shares of National Storage Affiliates Trust worth $6.19M as of Q2 2026.
Sound Income Strategies sold 15,927 National Storage Affiliates Trust shares in Q2 2026, an estimated $683K.
National Storage Affiliates Trust made up 0.28% of Sound Income Strategies's portfolio in Q2 2026, its #97 holding.
Sound Income Strategies first reported a position in National Storage Affiliates Trust in Q2 2023 and has held it in 13 quarters since.
Sound Income Strategies's National Storage Affiliates Trust position peaked at $7.42M in Q2 2025.
166 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.