XML Financial
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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
Q3 		– Sell
-20,050
Closed -$892K – 485
2026
Q2 		$892K Sell
20,050
-1,600
-7% -$68.6K 0.06% 198
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

Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

XML Financial's NSA Position: Q3 2026 in Review

XML Financial sold out of National Storage Affiliates Trust (NSA) in Q3 2026, closing a stake of 20,050 shares — an estimated $892K sold.

XML Financial first reported a position in NSA in Q2 2023 and held it in 13 quarters. The position peaked at $3.72M in Q4 2023. 3 funds tracked by Wall St. Rank hold NSA as of Q3 2026.

  • XML Financial reported no remaining National Storage Affiliates Trust position as of Q3 2026 after selling out during the quarter.
  • XML Financial sold 20,050 National Storage Affiliates Trust shares in Q3 2026, an estimated $892K.
  • XML Financial first reported a position in National Storage Affiliates Trust in Q2 2023 and held it in 13 quarters.
  • XML Financial's National Storage Affiliates Trust position peaked at $3.72M in Q4 2023.
  • 3 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.