Advisors Asset Management’s National Storage Affiliates Trust NSA Stock Holding History

Advisors Asset Management’s Portfolio NSA Stock Details NSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$235K	Buy	6,215 +1,461	+31%	+$49.4K	﹤0.01%	1121
2025 Q4	$134K	Buy	4,754 +1,945	+69%	+$57.9K	﹤0.01%	1188
2025 Q3	$84.9K	Buy	2,809 +1,422	+103%	+$44.4K	﹤0.01%	1231
2025 Q2	$44.4K	Buy	1,387 +581	+72%	+$20.3K	﹤0.01%	1293
2025 Q1	$31.8K	Buy	+806	New	+$30.4K	﹤0.01%	1325
2021 Q4	–	Sell	-747	Closed	-$39K	–	1510
2021 Q3	$39K	Sell	747 -2,619	-78%	-$144K	﹤0.01%	1412
2021 Q2	$170K	Sell	3,366 -1,343	-29%	-$61.5K	﹤0.01%	1225
2021 Q1	$188K	Sell	4,709 -1,883	-29%	-$71.6K	﹤0.01%	1221
2020 Q4	$238K	Sell	6,592 -3,559	-35%	-$123K	﹤0.01%	1177
2020 Q3	$332K	Sell	10,151 -3,367	-25%	-$108K	0.01%	1040
2020 Q2	$387K	Sell	13,518 -4,111	-23%	-$118K	0.01%	977
2020 Q1	$522K	Sell	17,629 -2,832	-14%	-$94K	0.01%	809
2019 Q4	$688K	Sell	20,461 -2,758	-12%	-$92.5K	0.01%	884
2019 Q3	$775K	Buy	23,219 +257	+1%	+$8.13K	0.01%	844
2019 Q2	$665K	Buy	22,962 +1,681	+8%	+$49.2K	0.01%	920
2019 Q1	$607K	Sell	21,281 -1,248	-6%	-$34.6K	0.01%	1009
2018 Q4	$596K	Sell	22,529 -218	-1%	-$5.84K	0.01%	936
2018 Q3	$579K	Buy	22,747 +3,767	+20%	+$107K	0.01%	1008
2018 Q2	$585K	Buy	18,980 +4,081	+27%	+$112K	0.01%	1006
2018 Q1	$365K	Buy	14,899 +1,593	+12%	+$40.2K	0.01%	1122
2017 Q4	$363K	Buy	13,306 +1,609	+14%	+$41.4K	0.01%	1136
2017 Q3	$284K	Sell	11,697 -2,573	-18%	-$58.4K	﹤0.01%	1187
2017 Q2	$330K	Buy	14,270 +1,872	+15%	+$44.9K	0.01%	1190
2017 Q1	$296K	Buy	12,398 +4,860	+64%	+$113K	0.01%	1231
2016 Q4	$166K	Sell	7,538 -72	-0.9%	-$1.46K	﹤0.01%	1413
2016 Q3	$159K	Sell	7,610 -484	-6%	-$10.1K	﹤0.01%	1404
2016 Q2	$169K	Sell	8,094 -474	-6%	-$9.85K	﹤0.01%	1382
2016 Q1	$182K	Buy	8,568 +1,855	+28%	+$33.2K	﹤0.01%	1333
2015 Q4	$115K	Buy	6,713 +4,009	+148%	+$62.6K	﹤0.01%	1515
2015 Q3	$37K	Buy	+2,704	New	+$34.6K	﹤0.01%	1765

Other funds holding NSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Advisors Asset Management's NSA Position: Q1 2026 in Review

Advisors Asset Management increased its National Storage Affiliates Trust (NSA) stake by 31% in Q1 2026, buying an estimated $49.4K and bringing the position to 6,215 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Advisors Asset Management first reported a position in NSA in Q3 2015 and has held it in 30 quarters since. The position peaked at $775K in Q3 2019. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Advisors Asset Management held 6,215 shares of National Storage Affiliates Trust worth $235K as of Q1 2026.
Advisors Asset Management bought 1,461 National Storage Affiliates Trust shares in Q1 2026, an estimated $49.4K.
National Storage Affiliates Trust made up ﹤0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1121 holding.
Advisors Asset Management first reported a position in National Storage Affiliates Trust in Q3 2015 and has held it in 30 quarters since.
Advisors Asset Management's National Storage Affiliates Trust position peaked at $775K in Q3 2019.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.