James Investment Research’s National Storage Affiliates Trust NSA Stock Holding History

James Investment Research’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	$593K	Hold	13,345	–	–	0.06%	252
2026 Q1	$504K	Hold	13,345	–	–	0.06%	253
2025 Q4	$376K	Hold	13,345	–	–	0.04%	278
2025 Q3	$403K	Sell	13,345 -8,780	-40%	-$274K	0.04%	271
2025 Q2	$708K	Hold	22,125	–	–	0.08%	181
2025 Q1	$872K	Hold	22,125	–	–	0.11%	162
2024 Q4	$839K	Sell	22,125 -579	-3%	-$24.8K	0.1%	171
2024 Q3	$1.09M	Buy	22,704 +5,921	+35%	+$264K	0.13%	151
2024 Q2	$692K	Buy	16,783 +5,735	+52%	+$216K	0.08%	186
2024 Q1	$433K	Buy	+11,048	New	+$415K	0.05%	228
2017 Q2	–	Sell	-55,130	Closed	-$1.32M	–	753
2017 Q1	$1.32M	Buy	55,130 +280	+0.5%	+$6.5K	0.04%	291
2016 Q4	$1.21M	Buy	54,850 +17,960	+49%	+$365K	0.03%	252
2016 Q3	$772K	Buy	36,890 +5,530	+18%	+$116K	0.02%	270
2016 Q2	$653K	Buy	+31,360	New	+$651K	0.02%	243

Other funds holding NSA

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

James Investment Research's NSA Position: Q2 2026 in Review

James Investment Research held its National Storage Affiliates Trust (NSA) position steady in Q2 2026 at 13,345 shares worth $593K. The position accounts for 0.06% of the portfolio, ranked #252.

James Investment Research first reported a position in NSA in Q2 2016 and has held it in 14 quarters since. The position peaked at $1.32M in Q1 2017. 107 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

James Investment Research held 13,345 shares of National Storage Affiliates Trust worth $593K as of Q2 2026.
James Investment Research left its National Storage Affiliates Trust share count unchanged in Q2 2026.
National Storage Affiliates Trust made up 0.06% of James Investment Research's portfolio in Q2 2026, its #252 holding.
James Investment Research first reported a position in National Storage Affiliates Trust in Q2 2016 and has held it in 14 quarters since.
James Investment Research's National Storage Affiliates Trust position peaked at $1.32M in Q1 2017.
107 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.