Position in NSA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$891,623
+$891,623 QoQ
Shares Held
20,050
-7.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#22
of 94 holders
Holding Since
Jun 2023
13 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 Jun 30, 2026XML Financial, LLC holds $2,155,632 across 2 REIT - Industrial names. NSA ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
3,971 | $1,264,009 | |
| 2 | NSA |
National Storage Affiliates Trust
This page
|
20,050 | $891,623 |
All Filings in NSA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,623 | 20,050 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | — | 21,650 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | — | 22,400 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | — | 37,800 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | — | 46,930 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | — | 53,050 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | — | 55,965 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | — | 58,990 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | — | 59,961 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | — | 61,660 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | — | 89,727 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | — | 78,175 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | — | 56,125 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||