National Storage Affiliates Trust
MX ˙ BMV ˙ US6378701063
SecurityMX:NSA / National Storage Affiliates Trust
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership72,468 shares
Latest Disclosed Value $ 2,734,942
Baird Financial Group, Inc. reports 10.56% decrease in ownership of NSA / National Storage Affiliates Trust

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 72,468 shares of National Storage Affiliates Trust (MX:NSA) valued at $2,734,942 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 81,028 shares of National Storage Affiliates Trust. This represents a change in shares of -10.56% 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)
2026-05-14 2026-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 72,468 -8,560 -10.56 2,735 19.65 0.0023
2026-02-13 2025-12-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN COMMON 637870106 81,028 -16,046 -16.53 2,286 -22.09 0.0036
2025-11-13 2025-09-30 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 97,074 -13,380 -12.11 2,934 -16.98 0.0047
2025-08-13 2025-06-30 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN COMMON 637870106 110,454 -7,974 -6.73 3,533 -24.28 0.0062
2025-05-15 2025-03-31 13F NATIONAL STORAGE AFFILIATES COM SHS BEN IN COMMON 637870106 118,428 11,607 10.87 4,666 15.24 0.0090
2025-02-14 2024-12-31 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 106,821 1,123 1.06 4,050 -20.51 0.0077
2024-11-14 2024-09-30 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 105,698 -6,570 -5.85 5,095 10.09 0.0099
2024-08-14 2024-06-30 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 112,268 -4,336 -3.72 4,628 1.34 0.0096
2024-05-14 2024-03-31 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 116,604 7,040 6.43 4,566 0.51 0.0096
2024-02-14 2023-12-31 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 109,564 40,659 59.01 4,544 107.73 0.0104
2023-11-13 2023-09-30 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 68,905 3,537 5.41 2,187 -3.91 0.0060
2023-08-11 2023-06-30 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 65,368 -983 -1.48 2,277 -17.89 0.0060
2023-05-15 2023-03-31 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 66,351 1,784 2.76 2,772 138,500.00 0.0068
2023-02-13 2022-12-31 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 64,567 543 0.85 2 -99.92 0.0061
2022-11-15 2022-09-30 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 64,024 -5,339 -7.70 2,662 -23.35 0.0078
2022-08-08 2022-06-30 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 69,363 3,667 5.58 3,473 -15.77 0.0096
2022-05-13 2022-03-31 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 65,696 14,069 27.25 4,123 15.39 0.0102
2022-02-09 2021-12-31 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 51,627 11,490 28.63 3,573 68.62 0.0084
2021-11-12 2021-09-30 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 40,137 7,941 24.66 2,119 30.16 0.0054
2021-08-11 2021-06-30 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 32,196 9,826 43.92 1,628 82.31 0.0042
2021-05-13 2021-03-31 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 22,370 5,582 33.25 893 47.60 0.0025
2021-02-11 2020-12-31 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 16,788 2,594 18.28 605 30.39 0.0018
2020-11-12 2020-09-30 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 14,194 1,383 10.80 464 26.43 0.0016
2020-10-22 2020-06-30 13F/A-1 NATIONAL STORAGE AFFILIATES COMMON 637870106 12,811 2,512 24.39 367 20.33 0.0014
2020-08-14 2020-06-30 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 9,584 -715 316 626.2402
2020-05-14 2020-03-31 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 10,299 1,915 22.84 305 8.16 0.0014
2020-02-14 2019-12-31 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 8,384 1,279 18.00 282 18.99 0.0010
2019-11-14 2019-09-30 13F NATIONAL STORAGE AFFILIATES COMMON 637870106 7,105 7,105 237 0.0009
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.