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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

NSA holding history

National Storage Affiliates Trust in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NSA overviewAll 13F holders of NSAFull Q2 2026 holdings

Shares (Q2 2026)
40,572
Value
$1.80M
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of NSA by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,572$1.80M<0.1%+4,667+13.0%AddedHolders
Q1 202635,905$1.36M<0.1%−18,007−33.4%ReducedHolders
Q4 202553,912$1.52M<0.1%−250.0%ReducedHolders
Q3 202553,937$1.63M<0.1%+45,365+529.2%AddedHolders
Q2 20258,572$274.2K<0.1%+8,572NewHolders