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 Q2	$1.8M	Buy	40,572 +4,667	+13%	+$200K	0.02%	672
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Summit Trail Advisors's NSA Position: Q2 2026 in Review

Summit Trail Advisors increased its National Storage Affiliates Trust (NSA) stake by 13% in Q2 2026, buying an estimated $200K and bringing the position to 40,572 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #672.

Summit Trail Advisors first reported a position in NSA in Q4 2017 and has held it in 6 quarters since. 336 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

Summit Trail Advisors held 40,572 shares of National Storage Affiliates Trust worth $1.8M as of Q2 2026.
Summit Trail Advisors bought 4,667 National Storage Affiliates Trust shares in Q2 2026, an estimated $200K.
National Storage Affiliates Trust made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #672 holding.
Summit Trail Advisors first reported a position in National Storage Affiliates Trust in Q4 2017 and has held it in 6 quarters since.
336 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.