XML Financial’s National Storage Affiliates Trust NSA Stock Holding History

XML Financial’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	$817K	Sell	21,650 -750	-3%	-$25.3K	0.07%	207
2025 Q4	$632K	Sell	22,400 -15,400	-41%	-$459K	0.05%	227
2025 Q3	$1.14M	Sell	37,800 -9,130	-19%	-$285K	0.09%	168
2025 Q2	$1.5M	Sell	46,930 -6,120	-12%	-$214K	0.13%	142
2025 Q1	$2.09M	Sell	53,050 -2,915	-5%	-$110K	0.19%	114
2024 Q4	$2.12M	Sell	55,965 -3,025	-5%	-$130K	0.19%	109
2024 Q3	$2.84M	Sell	58,990 -971	-2%	-$43.3K	0.26%	94
2024 Q2	$2.47M	Sell	59,961 -1,699	-3%	-$64K	0.25%	95
2024 Q1	$2.41M	Sell	61,660 -28,067	-31%	-$1.05M	0.25%	100
2023 Q4	$3.72M	Buy	89,727 +11,552	+15%	+$387K	0.39%	72
2023 Q3	$2.48M	Buy	78,175 +22,050	+39%	+$747K	0.3%	91
2023 Q2	$1.95M	Buy	+56,125	New	+$2.12M	0.23%	106

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

XML Financial's NSA Position: Q1 2026 in Review

XML Financial reduced its National Storage Affiliates Trust (NSA) stake by 3.3% in Q1 2026, selling an estimated $25.3K and leaving 21,650 shares worth $817K. The position accounts for 0.07% of the portfolio, ranked #207.

XML Financial first reported a position in NSA in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.72M in Q4 2023. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

XML Financial held 21,650 shares of National Storage Affiliates Trust worth $817K as of Q1 2026.
XML Financial sold 750 National Storage Affiliates Trust shares in Q1 2026, an estimated $25.3K.
National Storage Affiliates Trust made up 0.07% of XML Financial's portfolio in Q1 2026, its #207 holding.
XML Financial first reported a position in National Storage Affiliates Trust in Q2 2023 and has held it in 12 quarters since.
XML Financial's National Storage Affiliates Trust position peaked at $3.72M in Q4 2023.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.