National Storage Affiliates Trust
US ˙ NYSE ˙ US6378701063

SecurityNSA / National Storage Affiliates Trust
InstitutionCreative Planning
Latest Disclosed Ownership91,427 shares
Latest Disclosed Value $ 3,450,449
Creative Planning reports 65.44% increase in ownership of NSA / National Storage Affiliates Trust

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 91,427 shares of National Storage Affiliates Trust (US:NSA) valued at $3,450,455 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 55,262 shares of National Storage Affiliates Trust. This represents a change in shares of 65.44% during the quarter. The current value of the position is $3,925,875 USD.

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)
2026-05-12 2026-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 91,427 36,165 65.44 3,450 121.44 0.0023
2026-02-17 2025-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 55,262 12,900 30.45 1,559 21.72 0.0011
2025-11-14 2025-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 42,362 33,480 376.94 1,280 350.70 0.0010
2025-08-08 2025-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 8,882 -1,143 -11.40 284 -27.92 0.0002
2025-05-15 2025-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 10,025 1,523 17.91 395 22.36 0.0004
2025-02-14 2024-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 8,502 -1,999 -19.04 322 -36.36 0.0003
2024-10-11 2024-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 10,501 2,250 27.27 506 48.82 0.0005
2024-08-15 2024-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 8,251 2,462 42.53 340 50.44 0.0004
2024-05-13 2024-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 5,789 5,789 227 0.0003
2024-02-14 2023-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 0 -13,314 -100.00 0 -100.00
2023-11-16 2023-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 13,314 -5,930 -30.81 423 -37.01 0.0006
2023-07-21 2023-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 19,244 -1,184 -5.80 670 -21.45 0.0009
2023-05-15 2023-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 20,428 -338 -1.63 853 13.73 0.0012
2023-02-10 2022-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 20,766 3,089 17.47 750 2.04 0.0011
2022-11-03 2022-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 17,677 1,330 8.14 735 -10.15 0.0013
2022-08-15 2022-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 16,347 618 3.93 818 -17.12 0.0013
2022-05-16 2022-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 15,729 1,579 11.16 987 0.82 0.0015
2022-02-11 2021-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,150 0 0.00 979 31.06 0.0016
2021-11-10 2021-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,150 -1 -0.01 747 4.48 0.0013
2021-08-04 2021-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,151 -1,799 -11.28 715 12.24 0.0013
2021-04-30 2021-03-31 13F CreativePlanning COM SHS BEN IN 637870106 15,950 300 1.92 637 12.94 0.0013
2021-01-29 2020-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 15,650 400 2.62 564 13.03 0.0012
2020-11-05 2020-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 15,250 0 0.00 499 14.19 0.0013
2020-07-23 2020-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 15,250 0 0.00 437 -3.10 0.0013
2020-05-05 2020-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 15,250 1,200 8.54 451 -4.45 0.0016
2020-01-30 2019-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,050 0 0.00 472 0.64 0.0014
2019-11-01 2019-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,050 0 0.00 469 15.23 0.0015
2019-07-26 2019-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,050 -556 -3.81 407 -2.16 0.0014
2019-04-24 2019-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,606 556 3.96 416 11.83 0.0015
2019-02-12 2018-12-31 13F/A-1 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,050 0 0.00 372 4.20 0.0015
2019-02-01 2018-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,050 0 372
2018-10-25 2018-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,050 -200 -1.40 357 -18.68 0.0013
2018-07-20 2018-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,250 182 1.29 439 24.36 0.0017
2018-04-18 2018-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,068 318 2.31 353 -5.87 0.0014
2018-01-17 2017-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 13,750 0 0.00 375 12.61 0.0016
2017-10-17 2017-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 13,750 0 0.00 333 4.72 0.0015
2017-07-12 2017-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 13,750 -104 -0.75 318 -3.93 0.0016
2017-04-07 2017-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 13,854 104 0.76 331 9.24 0.0018
2017-01-09 2016-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 13,750 -700 -4.84 303 0.00 0.0018
2016-10-12 2016-09-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 14,450 13,550 1,505.56 303 1,494.74 0.0019
2016-07-12 2016-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 900 100 12.50 19 11.76 0.0001
2016-04-08 2016-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 800 800 17 0.0001
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.