Johnson Investment Counsel’s National Storage Affiliates Trust NSA Stock Holding History

Johnson Investment Counsel’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
2025 Q2	–	Sell	-17,511	Closed	-$690K	–	848
2025 Q1	$690K	Hold	17,511	–	–	0.01%	468
2024 Q4	$664K	Buy	17,511 +642	+4%	+$27.5K	0.01%	470
2024 Q3	$813K	Hold	16,869	–	–	0.01%	424
2024 Q2	$695K	Hold	16,869	–	–	0.01%	432
2024 Q1	$661K	Buy	16,869 +796	+5%	+$29.9K	0.01%	444
2023 Q4	$667K	Buy	16,073 +1,534	+11%	+$51.4K	0.01%	426
2023 Q3	$461K	Hold	14,539	–	–	0.01%	477
2023 Q2	$506K	Buy	14,539 +879	+6%	+$33.2K	0.01%	470
2023 Q1	$571K	Hold	13,660	–	–	0.01%	436
2022 Q4	$493K	Hold	13,660	–	–	0.01%	456
2022 Q3	$568K	Hold	13,660	–	–	0.01%	416
2022 Q2	$684K	Hold	13,660	–	–	0.01%	389
2022 Q1	$857K	Hold	13,660	–	–	0.01%	380
2021 Q4	$945K	Hold	13,660	–	–	0.01%	361
2021 Q3	$721K	Buy	+13,660	New	+$752K	0.01%	389

Other funds holding NSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Johnson Investment Counsel's NSA Position: Q2 2025 in Review

Johnson Investment Counsel sold out of National Storage Affiliates Trust (NSA) in Q2 2025, closing a stake of 17,511 shares — an estimated $690K sold.

Johnson Investment Counsel first reported a position in NSA in Q3 2021 and held it in 15 quarters. The position peaked at $945K in Q4 2021. 341 funds tracked by Wall St. Rank hold NSA as of Q2 2025.

Johnson Investment Counsel reported no remaining National Storage Affiliates Trust position as of Q2 2025 after selling out during the quarter.
Johnson Investment Counsel sold 17,511 National Storage Affiliates Trust shares in Q2 2025, an estimated $690K.
Johnson Investment Counsel first reported a position in National Storage Affiliates Trust in Q3 2021 and held it in 15 quarters.
Johnson Investment Counsel's National Storage Affiliates Trust position peaked at $945K in Q4 2021.
341 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2025.

Based on Johnson Investment Counsel's 13F filing for Q2 2025, filed 25 Jul 2025.