Position in NSA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$0
+$0 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
24 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, 2026Caldwell Trust Co holds $187,073 across 4 REIT - Industrial names. NSA ranks #4 (0.0% of the industry book) .
All Filings in NSA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | — | 300 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | — | 300 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | — | 300 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | — | 300 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | — | 300 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | — | 300 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | — | 300 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | — | 300 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | — | 300 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | — | 300 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | — | 300 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | — | 300 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | — | 300 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | — | 300 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | — | 300 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | — | 300 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | — | 300 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | — | 300 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | — | 300 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | — | 300 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | — | 300 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | — | 300 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | — | 300 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | — | 300 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||