Heartland Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Heartland 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	$7.55M	Sell	200,000 -282,125	-59%	-$9.53M	0.39%	108
2025 Q4	$13.6M	Sell	482,125 -164,075	-25%	-$4.89M	0.73%	42
2025 Q3	$19.5M	Buy	646,200 +207,300	+47%	+$6.47M	1.03%	18
2025 Q2	$14M	Sell	438,900 -1,500	-0.3%	-$52.4K	0.78%	36
2025 Q1	$17.4M	Sell	440,400 -100	-0%	-$3.77K	1%	21
2024 Q4	$16.7M	Sell	440,500 -600	-0.1%	-$25.7K	0.91%	28
2024 Q3	$21.3M	Sell	441,100 -32,435	-7%	-$1.45M	1.11%	16
2024 Q2	$19.5M	Sell	473,535 -2,465	-0.5%	-$92.9K	1.09%	21
2024 Q1	$18.6M	Buy	476,000 +150	+0%	+$5.63K	0.98%	24
2023 Q4	$19.7M	Buy	475,850 +168,825	+55%	+$5.66M	1.03%	21
2023 Q3	$9.74M	Buy	307,025 +35,050	+13%	+$1.19M	0.55%	76
2023 Q2	$9.47M	Buy	271,975 +116,975	+75%	+$4.41M	0.54%	85
2023 Q1	$6.48M	Buy	+155,000	New	+$6.27M	0.4%	112

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

Heartland Advisors's NSA Position: Q1 2026 in Review

Heartland Advisors reduced its National Storage Affiliates Trust (NSA) stake by 59% in Q1 2026, selling an estimated $9.53M and leaving 200,000 shares worth $7.55M. The position accounts for 0.39% of the portfolio, ranked #108.

Heartland Advisors first reported a position in NSA in Q1 2023 and has held it in 13 quarters since. The position peaked at $21.3M in Q3 2024. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Heartland Advisors held 200,000 shares of National Storage Affiliates Trust worth $7.55M as of Q1 2026.
Heartland Advisors sold 282,125 National Storage Affiliates Trust shares in Q1 2026, an estimated $9.53M.
National Storage Affiliates Trust made up 0.39% of Heartland Advisors's portfolio in Q1 2026, its #108 holding.
Heartland Advisors first reported a position in National Storage Affiliates Trust in Q1 2023 and has held it in 13 quarters since.
Heartland Advisors's National Storage Affiliates Trust position peaked at $21.3M in Q3 2024.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.