HB Wealth Management’s National Storage Affiliates Trust NSA Stock Holding History

HB Wealth 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 Q1	$239K	Buy	+6,336	New	+$214K	﹤0.01%	1343

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

HB Wealth Management's NSA Position: Q1 2026 in Review

HB Wealth Management opened a new position in National Storage Affiliates Trust (NSA) in Q1 2026: 6,336 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1343 among its holdings.

332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

HB Wealth Management held 6,336 shares of National Storage Affiliates Trust worth $239K as of Q1 2026.
National Storage Affiliates Trust was a new HB Wealth Management position in Q1 2026.
National Storage Affiliates Trust made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1343 holding.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.