Whittier Trust’s National Storage Affiliates Trust NSA Stock Holding History

Whittier Trust’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	–	Sell	-3,000	Closed	-$88.3K	–	1406
2025 Q4	$88.3K	Hold	3,000	–	–	﹤0.01%	757
2025 Q3	$90.5K	Hold	3,000	–	–	﹤0.01%	727
2025 Q2	$95.9K	Hold	3,000	–	–	﹤0.01%	807
2025 Q1	$118K	Hold	3,000	–	–	﹤0.01%	744
2024 Q4	$114K	Sell	3,000 -116	-4%	-$4.97K	﹤0.01%	767
2024 Q3	$150K	Hold	3,116	–	–	﹤0.01%	719
2024 Q2	$128K	Sell	3,116 -2,520	-45%	-$95K	﹤0.01%	727
2024 Q1	$221K	Sell	5,636 -121,085	-96%	-$4.55M	﹤0.01%	629
2023 Q4	$5.25M	Buy	126,721 +123,592	+3,950%	+$4.14M	0.09%	191
2023 Q3	$99.3K	Hold	3,129	–	–	﹤0.01%	777
2023 Q2	$109K	Sell	3,129 -3,228	-51%	-$122K	﹤0.01%	764
2023 Q1	$266K	Hold	6,357	–	–	﹤0.01%	595
2022 Q4	$230K	Sell	6,357 -1,055	-14%	-$41.3K	﹤0.01%	615
2022 Q3	$308K	Buy	7,412 +3,751	+102%	+$191K	0.01%	537
2022 Q2	$184K	Buy	+3,661	New	+$199K	﹤0.01%	659

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

Whittier Trust's NSA Position: Q1 2026 in Review

Whittier Trust sold out of National Storage Affiliates Trust (NSA) in Q1 2026, closing a stake of 3,000 shares — an estimated $88.3K sold.

Whittier Trust first reported a position in NSA in Q2 2022 and held it in 15 quarters. The position peaked at $5.25M in Q4 2023. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Whittier Trust reported no remaining National Storage Affiliates Trust position as of Q1 2026 after selling out during the quarter.
Whittier Trust sold 3,000 National Storage Affiliates Trust shares in Q1 2026, an estimated $88.3K.
Whittier Trust first reported a position in National Storage Affiliates Trust in Q2 2022 and held it in 15 quarters.
Whittier Trust's National Storage Affiliates Trust position peaked at $5.25M in Q4 2023.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.