LRI Investments, LLC
Position in NSA — National Storage Affiliates Trust
CIK 2023325
PALM BEACH GARDENS, FL
Position in NSA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,405
+$10,405 QoQ
Shares Held
234
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 94 holders
Holding Since
Mar 2024
4 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, 2026LRI Investments, LLC holds $1,712,226 across 8 REIT - Industrial names. NSA ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
11,664 | $1,580,121 | |
| 2 | PSA |
Public Storage
|
141 | $44,880 | |
| 3 | COLD |
Americold Realty Trust
|
2,718 | $42,726 | |
| 4 | LINE |
Lineage, Inc.
|
305 | $13,191 | |
| 5 | STAG |
STAG Industrial, Inc.
|
284 | $10,809 | |
| 6 | NSA |
National Storage Affiliates Trust
This page
|
234 | $10,405 | |
| 7 | EXR |
Extra Space Storage Inc.
|
64 | $9,299 | |
| 8 | CUBE |
CubeSmart
|
20 | $795 |
All Filings in NSA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,405 | 234 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | — | 234 | Shares | Sole | 2026-04-30 | |
| 2024-06-30 | — | 90 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | — | 90 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||