As of the latest SEC filings, NATIONAL STORAGE REIT (NSR) is held by 16 institutional funds. The largest fund shareholder is GMO Alternative Allocation Fund (GAAGX), holding an estimated $10,944,680.07 in market value, representing 1.35% of its portfolio.
Funds holding NATIONAL STORAGE REIT (NSR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- NSR
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
GAAGX
GMO Alternative Allocation Fund
|
MF | Independent / Boutique | 1.35% | $10,944,680.07 | 5,533,456 | Feb 28, 2026 | Apr 29, 2026 |
|
SCHC
Schwab International Small-Cap Equity ETF
|
ETF | Charles Schwab | 0.09% | $5,077,316.27 | 2,562,790 | Feb 28, 2026 | Apr 24, 2026 |
|
SPDW
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
ETF | State Street (SPDR) | 0.01% | $2,993,318.16 | 1,577,778 | Mar 31, 2026 | May 28, 2026 |
|
HAUZ
Xtrackers International Real Estate ETF
|
ETF | Independent / Boutique | 0.26% | $2,819,940.34 | 1,423,373 | Feb 27, 2026 | Apr 29, 2026 |
|
DWX
State Street(R) SPDR(R) S&P(R) International Dividend ETF
|
ETF | State Street (SPDR) | 0.50% | $2,474,316.07 | 1,304,212 | Mar 31, 2026 | May 28, 2026 |
|
RWO
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF
|
ETF | State Street (SPDR) | 0.17% | $1,944,107.38 | 1,024,739 | Mar 31, 2026 | May 28, 2026 |
|
RWX
State Street(R) SPDR(R) Dow Jones(R) International Real Estate ETF
|
ETF | State Street (SPDR) | 0.61% | $1,611,405.81 | 849,372 | Mar 31, 2026 | May 28, 2026 |
|
AVRE
Avantis Real Estate ETF
|
ETF | American Century | 0.18% | $1,430,171.61 | 723,072 | Feb 28, 2026 | Apr 29, 2026 |
|
INDS
Pacer Industrial Real Estate ETF
|
ETF | Pacer | 1.03% | $1,176,814.00 | 585,872 | Apr 30, 2026 | Jun 29, 2026 |
|
NGREX
Global Real Estate Index Fund
|
MF | Independent / Boutique | 0.13% | $892,336.02 | 466,166 | Mar 31, 2026 | May 28, 2026 |
|
SSGVX
State Street Global All Cap Equity ex-U.S. Index Portfolio
|
MF | State Street (SPDR) | 0.01% | $636,571.89 | 333,732 | Mar 31, 2026 | May 28, 2026 |
|
CRAAX
Columbia Adaptive Risk Allocation Fund
|
MF | Columbia Threadneedle | 0.02% | $512,684.58 | 259,205 | Feb 28, 2026 | Apr 27, 2026 |
|
WMMRX
Wilmington Real Asset Fund
|
MF | Independent / Boutique | 0.05% | $247,410.73 | 123,172 | Apr 30, 2026 | Jun 26, 2026 |
|
WSML
iShares MSCI World Small-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $195,318.65 | 98,750 | Feb 28, 2026 | Apr 23, 2026 |
|
-
AB Global Dynamic Allocation Portfolio
|
ETF | Independent / Boutique | 0.01% | $97,513.31 | 50,942 | Mar 31, 2026 | May 28, 2026 |
|
SPGM
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
|
ETF | State Street (SPDR) | 0.00% | $37,063.18 | 19,536 | Mar 31, 2026 | May 28, 2026 |
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