BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in NSA — National Storage Affiliates Trust
CIK 2010186
CINCINNATI, OH
Position in NSA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$177
+$177 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 94 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $524,456 across 6 REIT - Industrial names. NSA ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
770 | $245,098 | |
| 2 | EXR |
Extra Space Storage Inc.
|
864 | $125,539 | |
| 3 | PLD |
Prologis, Inc.
|
833 | $112,846 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
1,249 | $40,592 | |
| 5 | COLD |
Americold Realty Trust
|
13 | $204 | |
| 6 | NSA |
National Storage Affiliates Trust
This page
|
4 | $177 |
All Filings in NSA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177 | 4 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | — | 4 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||