Bell Investment Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Bell Investment Advisors’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	–	Sell	-28	Closed	-$790	–	1914
2025 Q4	$790	Sell	28 -62	-69%	-$1.85K	﹤0.01%	1605
2025 Q3	$2.72K	Hold	90	–	–	﹤0.01%	1209
2025 Q2	$2.88K	Hold	90	–	–	﹤0.01%	1212
2025 Q1	$3.55K	Hold	90	–	–	﹤0.01%	1071
2024 Q4	$3.41K	Hold	90	–	–	﹤0.01%	1116
2024 Q3	$4.34K	Hold	90	–	–	﹤0.01%	1014
2024 Q2	$3.71K	Hold	90	–	–	﹤0.01%	1073
2024 Q1	$3.52K	Hold	90	–	–	﹤0.01%	1094
2023 Q4	$3.73K	Sell	90 -54	-38%	-$1.81K	﹤0.01%	1032
2023 Q3	$4.57K	Buy	144 +42	+41%	+$1.42K	﹤0.01%	857
2023 Q2	$3.55K	Sell	102 -24	-19%	-$905	﹤0.01%	998
2023 Q1	$5.26K	Buy	126 +23	+22%	+$930	﹤0.01%	755
2022 Q4	$3.72K	Buy	103 +13	+14%	+$508	﹤0.01%	961
2022 Q3	$4K	Hold	90	–	–	﹤0.01%	814
2022 Q2	$5K	Buy	+90	New	+$4.9K	﹤0.01%	718
2021 Q4	$8K	Hold	112	–	–	﹤0.01%	565
2021 Q3	$6K	Buy	+112	New	+$6.17K	﹤0.01%	650

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

Bell Investment Advisors's NSA Position: Q1 2026 in Review

Bell Investment Advisors sold out of National Storage Affiliates Trust (NSA) in Q1 2026, closing a stake of 28 shares — an estimated $790 sold.

Bell Investment Advisors first reported a position in NSA in Q3 2021 and held it in 17 quarters. The position peaked at $8K in Q4 2021. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Bell Investment Advisors reported no remaining National Storage Affiliates Trust position as of Q1 2026 after selling out during the quarter.
Bell Investment Advisors sold 28 National Storage Affiliates Trust shares in Q1 2026, an estimated $790.
Bell Investment Advisors first reported a position in National Storage Affiliates Trust in Q3 2021 and held it in 17 quarters.
Bell Investment Advisors's National Storage Affiliates Trust position peaked at $8K in Q4 2021.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.