Creative Planning
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Creative Planning’s National Storage Affiliates Trust NSA Stock Holding History

Creative Planning’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 		$3.45M Buy
91,427
+36,165
+65% +$1.22M ﹤0.01% 1469
2025
Q4 		$1.56M Buy
55,262
+12,900
+30% +$384K ﹤0.01% 1923
2025
Q3 		$1.28M Buy
42,362
+33,480
+377% +$1.05M ﹤0.01% 1894
2025
Q2 		$284K Sell
8,882
-1,143
-11% -$39.9K ﹤0.01% 2942
2025
Q1 		$395K Buy
10,025
+1,523
+18% +$57.4K ﹤0.01% 2509
2024
Q4 		$322K Sell
8,502
-1,999
-19% -$85.6K ﹤0.01% 2596
2024
Q3 		$506K Buy
10,501
+2,250
+27% +$100K ﹤0.01% 2100
2024
Q2 		$340K Buy
8,251
+2,462
+43% +$92.8K ﹤0.01% 2249
2024
Q1 		$227K Buy
+5,789
New +$217K ﹤0.01% 2483
2023
Q4 		– Sell
-13,314
Closed -$423K – 2978
2023
Q3 		$423K Sell
13,314
-5,930
-31% -$201K ﹤0.01% 1674
2023
Q2 		$670K Sell
19,244
-1,184
-6% -$44.7K ﹤0.01% 1375
2023
Q1 		$853K Sell
20,428
-338
-2% -$13.7K ﹤0.01% 1155
2022
Q4 		$750K Buy
20,766
+3,089
+17% +$121K ﹤0.01% 1182
2022
Q3 		$735K Buy
17,677
+1,330
+8% +$67.9K ﹤0.01% 1111
2022
Q2 		$818K Buy
16,347
+618
+4% +$33.7K ﹤0.01% 1054
2022
Q1 		$987K Buy
15,729
+1,579
+11% +$97.1K ﹤0.01% 989
2021
Q4 		$979K Hold
14,150
– – ﹤0.01% 972
2021
Q3 		$747K Sell
14,150
-1
-0% -$55 ﹤0.01% 1089
2021
Q2 		$715K Sell
14,151
-1,799
-11% -$82.3K ﹤0.01% 1091
2021
Q1 		$637K Buy
15,950
+300
+2% +$11.4K ﹤0.01% 1272
2020
Q4 		$564K Buy
15,650
+400
+3% +$13.8K ﹤0.01% 1246
2020
Q3 		$499K Hold
15,250
– – ﹤0.01% 1139
2020
Q2 		$437K Hold
15,250
– – ﹤0.01% 1100
2020
Q1 		$451K Buy
15,250
+1,200
+9% +$39.8K ﹤0.01% 997
2019
Q4 		$472K Hold
14,050
– – ﹤0.01% 1140
2019
Q3 		$469K Hold
14,050
– – ﹤0.01% 1103
2019
Q2 		$407K Sell
14,050
-556
-4% -$16.3K ﹤0.01% 1191
2019
Q1 		$416K Buy
14,606
+556
+4% +$15.4K ﹤0.01% 1136
2018
Q4 		$372K Hold
14,050
– – ﹤0.01% 1106
2018
Q3 		$357K Sell
14,050
-200
-1% -$5.7K ﹤0.01% 1289
2018
Q2 		$439K Buy
14,250
+182
+1% +$4.99K ﹤0.01% 1138
2018
Q1 		$353K Buy
14,068
+318
+2% +$8.02K ﹤0.01% 1263
2017
Q4 		$375K Hold
13,750
– – ﹤0.01% 1238
2017
Q3 		$333K Hold
13,750
– – ﹤0.01% 1269
2017
Q2 		$318K Sell
13,750
-104
-0.8% -$2.5K ﹤0.01% 1261
2017
Q1 		$331K Buy
13,854
+104
+0.8% +$2.41K ﹤0.01% 1207
2016
Q4 		$303K Sell
13,750
-700
-5% -$14.2K ﹤0.01% 1179
2016
Q3 		$303K Buy
14,450
+13,550
+1,506% +$284K ﹤0.01% 1177
2016
Q2 		$19K Buy
900
+100
+13% +$2.08K ﹤0.01% 2842
2016
Q1 		$17K Buy
+800
New +$14.3K ﹤0.01% 2871

Other funds holding NSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's NSA Position: Q1 2026 in Review

Creative Planning increased its National Storage Affiliates Trust (NSA) stake by 65% in Q1 2026, buying an estimated $1.22M and bringing the position to 91,427 shares worth $3.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Creative Planning first reported a position in NSA in Q1 2016 and has held it in 40 quarters since. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

  • Creative Planning held 91,427 shares of National Storage Affiliates Trust worth $3.45M as of Q1 2026.
  • Creative Planning bought 36,165 National Storage Affiliates Trust shares in Q1 2026, an estimated $1.22M.
  • National Storage Affiliates Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1469 holding.
  • Creative Planning first reported a position in National Storage Affiliates Trust in Q1 2016 and has held it in 40 quarters since.
  • 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.