Summit Trail Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Summit Trail Advisors’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	$1.36M	Sell	35,905 -18,007	-33%	-$608K	0.02%	784
2025 Q4	$1.52M	Sell	53,912 -25	-0%	-$745	0.03%	580
2025 Q3	$1.63M	Buy	53,937 +45,365	+529%	+$1.42M	0.02%	555
2025 Q2	$274K	Buy	+8,572	New	+$299K	﹤0.01%	964
2018 Q1	–	Sell	-74	Closed	-$2K	–	1252
2017 Q4	$2K	Buy	+74	New	+$1.91K	﹤0.01%	1662

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

Summit Trail Advisors's NSA Position: Q1 2026 in Review

Summit Trail Advisors reduced its National Storage Affiliates Trust (NSA) stake by 33% in Q1 2026, selling an estimated $608K and leaving 35,905 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #784.

Summit Trail Advisors first reported a position in NSA in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.63M in Q3 2025. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Summit Trail Advisors held 35,905 shares of National Storage Affiliates Trust worth $1.36M as of Q1 2026.
Summit Trail Advisors sold 18,007 National Storage Affiliates Trust shares in Q1 2026, an estimated $608K.
National Storage Affiliates Trust made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #784 holding.
Summit Trail Advisors first reported a position in National Storage Affiliates Trust in Q4 2017 and has held it in 5 quarters since.
Summit Trail Advisors's National Storage Affiliates Trust position peaked at $1.63M in Q3 2025.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.