O'Shaughnessy Asset Management’s National Storage Affiliates Trust NSA Stock Holding History

O'Shaughnessy Asset 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 Q1	$437K	Buy	+11,571	New	+$391K	﹤0.01%	1592
2025 Q2	–	Sell	-10,768	Closed	-$424K	–	2467
2025 Q1	$424K	Sell	10,768 -7,583	-41%	-$286K	﹤0.01%	1398
2024 Q4	$696K	Sell	18,351 -3,270	-15%	-$140K	0.01%	1135
2024 Q3	$959K	Buy	+21,621	New	+$965K	0.01%	917
2022 Q2	–	Sell	-3,994	Closed	-$251K	–	1327
2022 Q1	$251K	Buy	3,994 +60	+2%	+$3.69K	﹤0.01%	971
2021 Q4	$272K	Sell	3,934 -32	-0.8%	-$1.98K	﹤0.01%	920
2021 Q3	$210K	Buy	3,966 +3,359	+553%	+$185K	﹤0.01%	1021
2021 Q2	$31K	Buy	607 +499	+462%	+$22.8K	﹤0.01%	1725
2021 Q1	$4K	Sell	108 -66	-38%	-$2.51K	﹤0.01%	1967
2020 Q4	$6K	Hold	174	–	–	﹤0.01%	1642
2020 Q3	$6K	Hold	174	–	–	﹤0.01%	1460
2020 Q2	$5K	Hold	174	–	–	﹤0.01%	1379
2020 Q1	$5K	Sell	174 -5,621	-97%	-$186K	﹤0.01%	1079
2019 Q4	$194K	Buy	5,795 +5,722	+7,838%	+$192K	﹤0.01%	622
2019 Q3	$2K	Buy	73 +45	+161%	+$1.42K	﹤0.01%	867
2019 Q2	$1K	Buy	+28	New	+$820	﹤0.01%	913

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

O'Shaughnessy Asset Management's NSA Position: Q1 2026 in Review

O'Shaughnessy Asset Management opened a new position in National Storage Affiliates Trust (NSA) in Q1 2026: 11,571 shares worth $437K. The stake represents ﹤0.01% of the portfolio and ranks #1592 among its holdings. This is a return to the name: O'Shaughnessy Asset Management previously reported a position in NSA as recently as Q1 2025.

O'Shaughnessy Asset Management first reported a position in NSA in Q2 2019 and has held it in 16 quarters since. The position peaked at $959K in Q3 2024. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

O'Shaughnessy Asset Management held 11,571 shares of National Storage Affiliates Trust worth $437K as of Q1 2026.
National Storage Affiliates Trust was a new O'Shaughnessy Asset Management position in Q1 2026.
National Storage Affiliates Trust made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1592 holding.
O'Shaughnessy Asset Management first reported a position in National Storage Affiliates Trust in Q2 2019 and has held it in 16 quarters since.
O'Shaughnessy Asset Management's National Storage Affiliates Trust position peaked at $959K in Q3 2024.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.