National Storage Affiliates Trust
MX ˙ BMV ˙ US6378701063
SecurityMX:NSA / National Storage Affiliates Trust
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership725 shares
Latest Disclosed Value $ 27,375
Advisor Group Holdings, Inc. reports 8.37% increase in ownership of NSA / National Storage Affiliates Trust

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 725 shares of National Storage Affiliates Trust (MX:NSA) valued at $27,375 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 669 shares of National Storage Affiliates Trust. This represents a change in shares of 8.37% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 725 56 8.37 27 50.00 0.0000
2026-02-17 2025-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 669 -751 -52.89 19 -58.14 0.0000
2025-11-14 2025-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1,420 -366 -20.49 44 -28.33 0.0001
2025-09-04 2025-06-30 13F/A-1 ATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1,786 541 43.45 61 22.45 0.0001
2025-08-13 2025-06-30 13F ATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 2,385 1,140 87 0.0001
2025-05-12 2025-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1,245 -897 -41.88 49 -39.51 0.0001
2025-06-06 2024-12-31 13F/A-1 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 2,142 676 46.11 81 15.71 0.0002
2025-02-07 2024-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1,353 -113 56 0.0001
2024-11-13 2024-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1,466 -232 -13.66 71 0.00 0.0002
2024-08-13 2024-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1,698 -423 -19.94 70 -15.66 0.0002
2024-05-10 2024-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 2,121 -2,086 -49.58 83 -52.30 0.0002
2024-02-12 2023-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 4,207 -10,935 -72.22 175 -63.75 0.0003
2023-11-13 2023-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 15,142 10,588 232.50 481 203.80 0.0007
2023-08-21 2023-06-30 13F/A-1 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 4,554 -25,775 -84.98 159 -87.53 0.0003
2023-08-10 2023-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 4,689 -25,640 159 0.0000
2023-05-12 2023-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 30,329 284 0.95 1,267 16.77 0.0024
2023-02-10 2022-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 30,045 25,853 616.72 1,085 523.56 0.0022
2022-11-14 2022-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 4,192 -1,286 -23.48 174 -36.50 0.0004
2022-08-10 2022-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 5,478 -1,084 -16.52 274 -33.50 0.0006
2022-05-04 2022-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 6,562 -1,303 -16.57 412 -24.26 0.0008
2022-02-03 2021-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 7,865 -6,263 -44.33 544 -26.98 0.0010
2021-11-05 2021-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,128 -2,108 -12.98 745 -9.26 0.0016
2021-08-02 2021-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 16,236 5,454 50.58 821 90.93 0.0018
2021-05-13 2021-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 10,782 1,202 12.55 430 24.64 0.0010
2021-02-10 2020-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 9,580 1,288 15.53 345 27.31 0.0009
2020-11-12 2020-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 8,292 1,324 19.00 271 35.50 0.0008
2020-08-14 2020-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 6,968 -18,393 -72.52 200 -6.10 0.0007
2020-05-18 2020-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 25,361 25,361 213 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.