AssetMark Inc’s National Storage Affiliates Trust NSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $75 | Hold |
2
| – | – | ﹤0.01% | 3391 |
|
|
2025
Q4 | $56 | Buy |
+2
| New | +$60 | ﹤0.01% | 3335 |
|
|
2025
Q2 | – | Sell |
-10,908
| Closed | -$430K | – | 3083 |
|
|
2025
Q1 | $430K | Buy |
10,908
+4,166
| +62% | +$157K | ﹤0.01% | 1012 |
|
|
2024
Q4 | $256K | Sell |
6,742
-3,658
| -35% | -$157K | ﹤0.01% | 1045 |
|
|
2024
Q3 | $501K | Buy |
+10,400
| New | +$464K | ﹤0.01% | 889 |
|
|
2024
Q1 | – | Sell |
-7
| Closed | -$290 | – | 2060 |
|
|
2023
Q4 | $290 | Buy |
+7
| New | +$235 | ﹤0.01% | 1723 |
|
|
2023
Q1 | – | Sell |
-3,777
| Closed | -$136K | – | 1679 |
|
|
2022
Q4 | $136K | Sell |
3,777
-9,574
| -72% | -$374K | ﹤0.01% | 875 |
|
|
2022
Q3 | $555K | Buy |
13,351
+1,375
| +11% | +$70.2K | ﹤0.01% | 637 |
|
|
2022
Q2 | $600K | Sell |
11,976
-907
| -7% | -$49.4K | ﹤0.01% | 607 |
|
|
2022
Q1 | $809K | Buy |
12,883
+1,304
| +11% | +$80.2K | ﹤0.01% | 524 |
|
|
2021
Q4 | $801K | Buy |
11,579
+1,170
| +11% | +$72.3K | ﹤0.01% | 441 |
|
|
2021
Q3 | $549K | Buy |
10,409
+7,128
| +217% | +$393K | ﹤0.01% | 452 |
|
|
2021
Q2 | $166K | Buy |
3,281
+442
| +16% | +$20.2K | ﹤0.01% | 604 |
|
|
2021
Q1 | $113K | Buy |
2,839
+11
| +0.4% | +$418 | ﹤0.01% | 617 |
|
|
2020
Q4 | $102K | Buy |
2,828
+2,781
| +5,917% | +$96K | ﹤0.01% | 608 |
|
|
2020
Q3 | $2K | Sell |
47
-11
| -19% | -$353 | ﹤0.01% | 1136 |
|
|
2020
Q2 | $2K | Sell |
58
-27
| -32% | -$774 | ﹤0.01% | 1109 |
|
|
2020
Q1 | $3K | Sell |
85
-245
| -74% | -$8.13K | ﹤0.01% | 1136 |
|
|
2019
Q4 | $11K | Buy |
330
+25
| +8% | +$838 | ﹤0.01% | 1012 |
|
|
2019
Q3 | $10K | Buy |
305
+29
| +11% | +$918 | ﹤0.01% | 976 |
|
|
2019
Q2 | $8K | Buy |
276
+67
| +32% | +$1.96K | ﹤0.01% | 1001 |
|
|
2019
Q1 | $6K | Sell |
209
-68
| -25% | -$1.89K | ﹤0.01% | 1046 |
|
|
2018
Q4 | $7K | Sell |
277
-84
| -23% | -$2.25K | ﹤0.01% | 1060 |
|
|
2018
Q3 | $9K | Sell |
361
-36
| -9% | -$1.03K | ﹤0.01% | 1076 |
|
|
2018
Q2 | $12K | Sell |
397
-7
| -2% | -$192 | ﹤0.01% | 1017 |
|
|
2018
Q1 | $10K | Buy |
404
+46
| +13% | +$1.16K | ﹤0.01% | 1045 |
|
|
2017
Q4 | $10K | Sell |
358
-52,344
| -99% | -$1.35M | ﹤0.01% | 1119 |
|
|
2017
Q3 | $1.28M | Buy |
52,702
+2,748
| +6% | +$62.4K | 0.01% | 279 |
|
|
2017
Q2 | $1.15M | Buy |
49,954
+12,945
| +35% | +$310K | 0.01% | 276 |
|
|
2017
Q1 | $885K | Buy |
37,009
+776
| +2% | +$18K | 0.01% | 288 |
|
|
2016
Q4 | $800K | Buy |
+36,233
| New | +$735K | 0.01% | 286 |
|
Other funds holding NSA
VPM
VCM
FTCM
AssetMark Inc's NSA Position: Q1 2026 in Review
AssetMark Inc held its National Storage Affiliates Trust (NSA) position steady in Q1 2026 at 2 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #3391.
AssetMark Inc first reported a position in NSA in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.28M in Q3 2017. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.
- AssetMark Inc held 2 shares of National Storage Affiliates Trust worth $75 as of Q1 2026.
- AssetMark Inc left its National Storage Affiliates Trust share count unchanged in Q1 2026.
- National Storage Affiliates Trust made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3391 holding.
- AssetMark Inc first reported a position in National Storage Affiliates Trust in Q4 2016 and has held it in 31 quarters since.
- AssetMark Inc's National Storage Affiliates Trust position peaked at $1.28M in Q3 2017.
- 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.
Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.