National Storage Affiliates Trust
MX ˙ BMV ˙ US6378701063
SecurityMX:NSA / National Storage Affiliates Trust
InstitutionLPL Financial LLC
Latest Disclosed Ownership471,091 shares
Latest Disclosed Value $ 17,778,986
LPL Financial LLC reports 0.24% increase in ownership of NSA / National Storage Affiliates Trust

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 471,091 shares of National Storage Affiliates Trust (MX:NSA) valued at $17,778,986 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 469,944 shares of National Storage Affiliates Trust. This represents a change in shares of 0.24% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 471,091 1,147 0.24 17,779 34.10 0.0047
2026-02-11 2025-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 469,944 -12,254 -2.54 13,257 -9.02 0.0036
2025-11-12 2025-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 482,198 -26,220 -5.16 14,572 -10.40 0.0042
2025-08-12 2025-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 508,418 -27,107 -5.06 16,264 -22.92 0.0054
2025-05-07 2025-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 535,525 1,713 0.32 21,100 4.26 0.0082
2025-02-11 2024-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 533,812 19,693 3.83 20,237 -18.34 0.0082
2024-11-08 2024-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 514,119 10,480 2.08 24,781 19.37 0.0110
2024-08-07 2024-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 503,639 2,556 0.51 20,760 5.79 0.0103
2024-05-10 2024-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 501,083 10,245 2.09 19,622 -3.60 0.0105
2024-02-14 2023-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 490,838 1,402 0.29 20,355 31.04 0.0123
2023-11-13 2023-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 489,436 10,693 2.23 15,535 -6.84 0.0109
2023-07-31 2023-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 478,743 26,219 5.79 16,675 -11.81 0.0119
2023-05-10 2023-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 452,524 401,787 791.90 18,906 931.99 0.0147
2023-02-07 2022-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 50,737 2,175 4.48 1,833 -9.26 0.0016
2022-11-14 2022-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 48,562 -556 -1.13 2,019 -17.89 0.0019
2022-08-12 2022-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 49,118 982 2.04 2,459 -18.60 0.0023
2022-05-16 2022-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 48,136 -25,579 -34.70 3,021 -40.78 0.0026
2022-02-14 2021-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 73,715 24,730 50.48 5,101 97.25 0.0043
2021-11-15 2021-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 48,985 1,378 2.89 2,586 7.44 0.0024
2021-08-13 2021-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 47,607 -51 -0.11 2,407 26.48 0.0024
2021-05-14 2021-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 47,658 -630 -1.30 1,903 9.37 0.0022
2021-02-12 2020-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 48,288 1,257 2.67 1,740 13.13 0.0023
2020-11-09 2020-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 47,031 -2,621 -5.28 1,538 8.08 0.0024
2020-08-13 2020-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 49,652 1,913 4.01 1,423 0.71 0.0025
2020-05-14 2020-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 47,739 2,100 4.60 1,413 -7.89 0.0030
2020-02-14 2019-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 45,639 12,344 37.07 1,534 38.07 0.0028
2019-11-13 2019-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 33,295 5,431 19.49 1,111 37.84 0.0023
2019-08-09 2019-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 27,864 2,567 10.15 806 11.79 0.0017
2019-05-08 2019-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 25,297 8,488 50.50 721 62.02 0.0016
2019-02-07 2018-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 16,809 667 4.13 445 8.27 0.0012
2018-11-14 2018-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 16,142 2,051 14.56 411 -5.30 0.0010
2018-08-14 2018-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,091 5,054 55.93 434 91.19 0.0011
2018-05-15 2018-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 9,037 300 3.43 227 -4.62 0.0006
2018-02-14 2017-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 8,737 8,737 238 0.0007
2016-11-16 2016-09-30 13F NATIONAL STORAGE COM SHS BEN IN 637870106 0 -16,300 -100.00 0 -100.00
2016-08-15 2016-06-30 13F NATIONAL STORAGE COM SHS BEN IN 637870106 16,300 -18,900 -53.69 365 -48.37 0.0031
2016-05-16 2016-03-31 13F NATIONAL STORAGE COM SHS BEN IN 637870106 35,200 35,200 707 0.0020
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.