AAM
NSA

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
Q2 		$242K Sell
5,431
-784
-13% -$33.6K ﹤0.01% 1116
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% 1323
2021
Q4 		– Sell
-747
Closed -$39K – 1510
2021
Q3 		$39K Sell
747
-2,619
-78% -$144K ﹤0.01% 1413
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% 1222
2020
Q4 		$238K Sell
6,592
-3,559
-35% -$123K ﹤0.01% 1178
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% 812
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% 845
2019
Q2 		$665K Buy
22,962
+1,681
+8% +$49.2K 0.01% 919
2019
Q1 		$607K Sell
21,281
-1,248
-6% -$34.6K 0.01% 941
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Advisors Asset Management's NSA Position: Q2 2026 in Review

Advisors Asset Management reduced its National Storage Affiliates Trust (NSA) stake by 13% in Q2 2026, selling an estimated $33.6K and leaving 5,431 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Advisors Asset Management first reported a position in NSA in Q3 2015 and has held it in 31 quarters since. The position peaked at $775K in Q3 2019. 336 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • Advisors Asset Management held 5,431 shares of National Storage Affiliates Trust worth $242K as of Q2 2026.
  • Advisors Asset Management sold 784 National Storage Affiliates Trust shares in Q2 2026, an estimated $33.6K.
  • National Storage Affiliates Trust made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1116 holding.
  • Advisors Asset Management first reported a position in National Storage Affiliates Trust in Q3 2015 and has held it in 31 quarters since.
  • Advisors Asset Management's National Storage Affiliates Trust position peaked at $775K in Q3 2019.
  • 336 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.