Position in NSA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$17,778,974
+$4,521,854 QoQ
Shares Held
471,091
+0.2% QoQ
Ownership
0.610%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $277,357,785 across 16 REIT - Industrial names. NSA ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,276,905 | $168,781,302 | |
| 2 | PSA |
Public Storage
|
141,064 | $38,211,416 | |
| 3 | NSA |
National Storage Affiliates Trust
This page
|
471,091 | $17,778,974 | |
| 4 | EXR |
Extra Space Storage Inc.
|
114,569 | $15,023,432 | |
| 5 | SMA |
SmartStop Self Storage REIT, Inc.
|
290,336 | $8,791,374 | |
| 6 | STAG |
STAG Industrial, Inc.
|
139,256 | $5,021,571 | |
| 7 | CUBE |
CubeSmart
|
134,998 | $4,947,676 | |
| 8 | EGP |
Eastgroup Properties Inc
|
25,946 | $4,802,345 |
All Filings in NSA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,778,974 | 471,091 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,257,120 | 469,944 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,572,023 | 482,198 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,264,291 | 508,418 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $21,099,685 | 535,525 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $20,236,812 | 533,812 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $24,780,535 | 514,119 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $20,759,999 | 503,639 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $19,622,410 | 501,083 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $20,355,051 | 490,838 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,534,698 | 489,436 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,674,618 | 478,743 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $18,906,452 | 452,524 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,832,620 | 50,737 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,019,207 | 48,562 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,459,338 | 49,118 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,021,015 | 48,136 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,101,078 | 73,715 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,585,918 | 48,985 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,407,009 | 47,607 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,902,983 | 47,658 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,739,816 | 48,288 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,538,384 | 47,031 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,423,026 | 49,652 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,413,074 | 47,739 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||