HA
NSA

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
Q2 		– Sell
-200,000
Closed -$7.55M – 248
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
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

Heartland Advisors's NSA Position: Q2 2026 in Review

Heartland Advisors sold out of National Storage Affiliates Trust (NSA) in Q2 2026, closing a stake of 200,000 shares — an estimated $7.55M sold.

Heartland Advisors first reported a position in NSA in Q1 2023 and held it in 13 quarters. The position peaked at $21.3M in Q3 2024. 336 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • Heartland Advisors reported no remaining National Storage Affiliates Trust position as of Q2 2026 after selling out during the quarter.
  • Heartland Advisors sold 200,000 National Storage Affiliates Trust shares in Q2 2026, an estimated $7.55M.
  • Heartland Advisors first reported a position in National Storage Affiliates Trust in Q1 2023 and held it in 13 quarters.
  • Heartland Advisors's National Storage Affiliates Trust position peaked at $21.3M in Q3 2024.
  • 336 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.