Sound Income Strategies, LLC NSA — NATIONAL STORAGE AFFILIATES

Ownership history in Sound Income Strategies, LLC  ·  13 quarters on record

AI Ownership Summary

Sound Income Strategies, LLC reported NATIONAL STORAGE AFFILIATES (NSA) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.43% in 2025 Q2. The latest visible filing shows NSA at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sound Income Strategies, LLC's position in NATIONAL STORAGE AFFILIATES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NSA was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NSA stock page Sound Income Strategies, LLC fund profile Sound Income Strategies, LLC full holdings
How Sound Income Strategies, LLC held NSA — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 139,114 -15,927 -10.3% 0.28% $6.2M 2026-07-20 $44.50
2026 Q1 REDUCED — — — 155,041 -24,431 -13.6% 0.29% $6.0M 2026-04-27 —
2025 Q4 REDUCED — — — 179,472 -32,118 -15.2% 0.29% $6.1M 2026-01-21 —
2025 Q3 REDUCED — — — 211,590 -20,421 -8.8% 0.36% $6.5M 2025-10-10 —
2025 Q2 ADDED — — — 232,011 +89,453 +62.7% 0.43% $7.4M 2025-07-17 —
2025 Q1 ADDED — — — 142,558 +141,733 +17179.8% 0.33% $5.6M 2025-04-17 —
2024 Q4 ADDED — — — 825 +26 +3.3% 0.00% $31K 2025-01-21 —
2024 Q3 UNCHANGED — — — 799 — 0% 0.00% $39K 2024-10-10 —
2024 Q2 UNCHANGED — — — 799 — 0% 0.00% $33K 2024-07-12 —
2024 Q1 UNCHANGED — — — 799 — 0% 0.00% $31K 2024-04-15 —
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NSA

As of 2026 Q2 — sorted by position size

First Trust Capital Management L.P. 3Y 7Y 5.36% WATER ISLAND CAPITAL LLC 3Y 7Y 3.01% ALLIUM FINANCIAL ADVISORS, LLC 2.83% ALPINE ASSOCIATES MANAGEMENT INC. 3Y 7Y 1.32% Leeward Investments, LLC - MA 3Y 0.78% ABC ARBITRAGE SA 0.75% AQR Arbitrage LLC 3Y 7Y 0.58% Magnetar Financial LLC 3Y 7Y 0.5% Fortress Investment Group LLC 3Y 7Y 0.47% Kintayl Capital LP 0.36%

FAQ About Sound Income Strategies, LLC and NSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sound Income Strategies, LLC reported owning NSA?

Sound Income Strategies, LLC reported NSA across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NSA position in Sound Income Strategies, LLC's portfolio?

The largest reported portfolio weight for NSA was 0.43% in 2025 Q2.

What is the latest reported NSA position on this page?

The most recent filing on this page is 2026 Q2, when Sound Income Strategies, LLC reported 139,114 shares, equal to 0.28% of portfolio, with an estimated market value of $6.2M.

What does the chart on this NSA ownership page compare?

The chart compares Sound Income Strategies, LLC's quarterly NSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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