HWM
NSA

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
Q2 		$225K Sell
5,057
-1,279
-20% -$54.8K ﹤0.01% 1535
2026
Q1 		$239K Buy
+6,336
New +$214K ﹤0.01% 1343

Other funds holding NSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

HB Wealth Management's NSA Position: Q2 2026 in Review

HB Wealth Management reduced its National Storage Affiliates Trust (NSA) stake by 20% in Q2 2026, selling an estimated $54.8K and leaving 5,057 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

HB Wealth Management first reported a position in NSA in Q1 2026 and has held it in 2 quarters since. The position peaked at $239K in Q1 2026. 336 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • HB Wealth Management held 5,057 shares of National Storage Affiliates Trust worth $225K as of Q2 2026.
  • HB Wealth Management sold 1,279 National Storage Affiliates Trust shares in Q2 2026, an estimated $54.8K.
  • National Storage Affiliates Trust made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1535 holding.
  • HB Wealth Management first reported a position in National Storage Affiliates Trust in Q1 2026 and has held it in 2 quarters since.
  • HB Wealth Management's National Storage Affiliates Trust position peaked at $239K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.