National Storage Affiliates Trust
MX ˙ BMV ˙ US6378701063
SecurityMX:NSA / National Storage Affiliates Trust
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership12,885 shares
Latest Disclosed Value $ 486,279
First Trust Advisors Lp reports 4.33% increase in ownership of NSA / National Storage Affiliates Trust

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 12,885 shares of National Storage Affiliates Trust (MX:NSA) valued at $486,279 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,350 shares of National Storage Affiliates Trust. This represents a change in shares of 4.33% 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)
2026-05-13 2026-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 12,885 535 4.33 486 39.66 0.0003
2026-02-13 2025-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 12,350 38 0.31 348 -6.45 0.0003
2025-11-12 2025-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 12,312 -25,450 -67.40 372 -69.21 0.0003
2025-08-13 2025-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 37,762 26,568 237.34 1,208 173.92 0.0010
2025-05-14 2025-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 11,194 -77,185 -87.33 441 -86.84 0.0004
2025-02-13 2024-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 88,379 -29,938 -25.30 3,350 -41.25 0.0030
2024-11-13 2024-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 118,317 81,807 224.07 5,703 279.12 0.0054
2024-08-13 2024-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 36,510 -52,688 -59.07 1,505 -56.93 0.0015
2024-05-13 2024-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 89,198 66,492 292.84 3,493 271.09 0.0035
2024-02-13 2023-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 22,706 8,097 55.42 942 103.24 0.0010
2023-11-13 2023-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,609 -38,164 -72.32 464 -74.81 0.0005
2023-08-14 2023-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 52,773 38,599 272.32 1,838 210.47 0.0021
2023-05-15 2023-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,174 166 1.19 592 17.23 0.0007
2023-02-09 2022-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,008 -33,576 -70.56 506 -74.48 0.0006
2022-11-14 2022-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 47,584 -41,001 -46.28 1,979 -55.39 0.0026
2022-08-12 2022-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 88,585 -961 -1.07 4,436 -21.07 0.0055
2022-05-13 2022-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 89,546 -15,329 -14.62 5,620 -22.57 0.0057
2022-02-08 2021-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 104,875 9,578 10.05 7,258 44.27 0.0071
2021-11-15 2021-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 95,297 70,053 277.50 5,031 293.97 0.0054
2021-10-12 2021-06-30 13F/A-1 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 25,244 1,275 5.32 1,277 32.88 0.0014
2021-08-16 2021-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 25,244 1,275 1,277 0.0013
2021-05-14 2021-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 23,969 -10,576 -30.62 961 -22.81 0.0012
2021-02-02 2020-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 34,545 11,132 47.55 1,245 62.53 0.0016
2020-11-05 2020-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 23,413 -45,433 -65.99 766 -61.18 0.0012
2020-07-22 2020-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 68,846 23,590 52.13 1,973 47.24 0.0034
2020-05-06 2020-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 45,256 -38,416 -45.91 1,340 -52.36 0.0030
2020-02-03 2019-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 83,672 44,635 114.34 2,813 115.89 0.0048
2019-11-04 2019-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 39,037 -28,707 -42.38 1,303 -33.55 0.0025
2019-07-30 2019-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 67,744 -10,463 -13.38 1,961 -12.06 0.0037
2019-06-19 2019-03-31 13F/A-1 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 78,207 67,428 625.55 2,230 682.46 0.0044
2019-05-09 2019-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 78,207 67,428 2,230
2019-02-07 2018-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 10,779 -15,111 -58.37 285 -56.75 0.0007
2018-10-25 2018-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 25,890 2,851 12.37 659 -7.18 0.0012
2018-08-02 2018-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 23,039 -59,074 -71.94 710 -65.52 0.0015
2018-04-23 2018-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 82,113 70,759 623.21 2,059 564.19 0.0047
2018-02-08 2017-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 11,354 -1,880 -14.21 310 -3.43 0.0007
2017-10-24 2017-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 13,234 -6,370 -32.49 321 -29.14 0.0008
2017-08-02 2017-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 19,604 5,500 39.00 453 34.42 0.0012
2017-05-02 2017-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,104 1,877 15.35 337 24.81 0.0009
2017-02-06 2016-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 12,227 -4,133 -25.26 270 -21.28 0.0008
2016-11-01 2016-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 16,360 16,360 343 0.0010
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.