Envestnet Asset Management’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
$660K Sell
17,480
-12,337
-41% -$417K ﹤0.01% 3728
2025
Q4
$841K Sell
29,817
-3,699
-11% -$110K ﹤0.01% 3370
2025
Q3
$1.01M Sell
33,516
-89,034
-73% -$2.78M ﹤0.01% 3316
2025
Q2
$3.92M Sell
122,550
-49,702
-29% -$1.73M ﹤0.01% 2356
2025
Q1
$6.79M Buy
172,252
+11,879
+7% +$447K ﹤0.01% 1916
2024
Q4
$6.08M Sell
160,373
-8,777
-5% -$376K ﹤0.01% 1971
2024
Q3
$8.15M Buy
169,150
+5,514
+3% +$246K ﹤0.01% 1777
2024
Q2
$6.75M Sell
163,636
-846
-0.5% -$31.9K ﹤0.01% 1820
2024
Q1
$6.44M Buy
164,482
+3,817
+2% +$143K ﹤0.01% 1808
2023
Q4
$6.66M Sell
160,665
-3,196
-2% -$107K ﹤0.01% 1704
2023
Q3
$5.2M Buy
163,861
+55,738
+52% +$1.89M ﹤0.01% 1772
2023
Q2
$3.77M Buy
108,123
+28,839
+36% +$1.09M ﹤0.01% 1878
2023
Q1
$3.31M Buy
79,284
+20,525
+35% +$830K ﹤0.01% 1882
2022
Q4
$2.12M Sell
58,759
-2,663
-4% -$104K ﹤0.01% 2119
2022
Q3
$2.55M Buy
61,422
+46,529
+312% +$2.37M ﹤0.01% 1935
2022
Q2
$746K Buy
14,893
+1,958
+15% +$107K ﹤0.01% 2812
2022
Q1
$812K Buy
12,935
+1,798
+16% +$111K ﹤0.01% 2806
2021
Q4
$771K Buy
11,137
+606
+6% +$37.4K ﹤0.01% 2803
2021
Q3
$556K Buy
10,531
+506
+5% +$27.9K ﹤0.01% 2907
2021
Q2
$507K Buy
10,025
+2,380
+31% +$109K ﹤0.01% 2969
2021
Q1
$305K Buy
7,645
+781
+11% +$29.7K ﹤0.01% 3126
2020
Q4
$247K Buy
6,864
+197
+3% +$6.8K ﹤0.01% 3025
2020
Q3
$218K Buy
+6,667
New +$214K ﹤0.01% 2880
2018
Q3
Sell
-5,103
Closed -$157K 2140
2018
Q2
$157K Sell
5,103
-1,191
-19% -$32.6K ﹤0.01% 1787
2018
Q1
$158K Sell
6,294
-226
-3% -$5.7K ﹤0.01% 1717
2017
Q4
$178K Sell
6,520
-862
-12% -$22.2K ﹤0.01% 1896
2017
Q3
$179K Buy
7,382
+533
+8% +$12.1K ﹤0.01% 1876
2017
Q2
$158K Sell
6,849
-30
-0.4% -$720 ﹤0.01% 1956
2017
Q1
$164K Sell
6,879
-934
-12% -$21.7K ﹤0.01% 1999
2016
Q4
$172K Sell
7,813
-339
-4% -$6.88K ﹤0.01% 1954
2016
Q3
$171K Buy
8,152
+1,328
+19% +$27.8K ﹤0.01% 2089
2016
Q2
$142K Buy
+6,824
New +$142K ﹤0.01% 2276

Other funds holding NSA

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

Envestnet Asset Management reduced its National Storage Affiliates Trust (NSA) stake by 41% in Q1 2026, selling an estimated $417K and leaving 17,480 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #3728.

Envestnet Asset Management first reported a position in NSA in Q2 2016 and has held it in 32 quarters since. The position peaked at $8.15M in Q3 2024. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

  • Envestnet Asset Management held 17,480 shares of National Storage Affiliates Trust worth $660K as of Q1 2026.
  • Envestnet Asset Management sold 12,337 National Storage Affiliates Trust shares in Q1 2026, an estimated $417K.
  • National Storage Affiliates Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3728 holding.
  • Envestnet Asset Management first reported a position in National Storage Affiliates Trust in Q2 2016 and has held it in 32 quarters since.
  • Envestnet Asset Management's National Storage Affiliates Trust position peaked at $8.15M in Q3 2024.
  • 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.