UBS AM
NSA

UBS AM’s National Storage Affiliates Trust NSA Stock Holding History

UBS AM’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 		$16.2M Buy
430,316
+26,319
+7% +$889K ﹤0.01% 964
2025
Q4 		$11.4M Sell
403,997
-24,782
-6% -$738K ﹤0.01% 1067
2025
Q3 		$13M Buy
428,779
+351,538
+455% +$11M ﹤0.01% 987
2025
Q2 		$2.47M Sell
77,241
-2,521
-3% -$88K ﹤0.01% 2057
2025
Q1 		$3.14M Sell
79,762
-354,451
-82% -$13.4M ﹤0.01% 1791
2024
Q4 		$16.5M Buy
434,213
+13,052
+3% +$559K ﹤0.01% 1037
2024
Q3 		$20.3M Buy
421,161
+334,445
+386% +$14.9M 0.01% 944
2024
Q2 		$3.57M Sell
86,716
-289,921
-77% -$10.9M ﹤0.01% 1679
2024
Q1 		$14.7M Sell
376,637
-16,551
-4% -$622K 0.01% 886
2023
Q4 		$16.3M Sell
393,188
-10,591
-3% -$355K 0.01% 824
2023
Q3 		$12.8M Sell
403,779
-35,902
-8% -$1.22M 0.01% 877
2023
Q2 		$18.4M Hold
439,681
– – 0.01% 789
2023
Q1 		$18.4M Buy
+439,681
New +$17.8M 0.01% 789
2022
Q4 		– Sell
-509,914
Closed -$21.2M – 2695
2022
Q3 		$21.2M Sell
509,914
-43,333
-8% -$2.21M 0.01% 748
2022
Q2 		$27.7M Buy
553,247
+28,396
+5% +$1.55M 0.01% 664
2022
Q1 		$32.9M Buy
524,851
+65,973
+14% +$4.06M 0.01% 711
2021
Q4 		$31.8M Buy
458,878
+23,151
+5% +$1.43M 0.01% 782
2021
Q3 		$23M Buy
435,727
+66,820
+18% +$3.68M 0.01% 831
2021
Q2 		$18.7M Sell
368,907
-18,105
-5% -$829K 0.01% 901
2021
Q1 		$15.5M Buy
387,012
+5,652
+1% +$215K 0.01% 940
2020
Q4 		$13.7M Buy
381,360
+43,914
+13% +$1.52M 0.01% 947
2020
Q3 		$11M Buy
337,446
+46,476
+16% +$1.49M 0.01% 919
2020
Q2 		$8.34M Buy
290,970
+59,518
+26% +$1.71M 0.01% 953
2020
Q1 		$6.85M Buy
231,452
+1,436
+0.6% +$47.6K ﹤0.01% 963
2019
Q4 		$7.73M Buy
230,016
+10,839
+5% +$363K ﹤0.01% 1033
2019
Q3 		$7.31M Buy
219,177
+34,160
+18% +$1.08M ﹤0.01% 1065
2019
Q2 		$5.35M Sell
185,017
-1,700
-0.9% -$49.8K ﹤0.01% 1175
2019
Q1 		$5.32M Buy
186,717
+37,737
+25% +$1.05M ﹤0.01% 1128
2018
Q4 		$3.94M Buy
148,980
+7,454
+5% +$200K ﹤0.01% 1171
2018
Q3 		$3.6M Buy
141,526
+7,955
+6% +$227K ﹤0.01% 1264
2018
Q2 		$4.12M Buy
133,571
+11,132
+9% +$305K ﹤0.01% 1229
2018
Q1 		$3.07M Buy
122,439
+31,123
+34% +$785K ﹤0.01% 1297
2017
Q4 		$2.49M Buy
91,316
+16,056
+21% +$413K ﹤0.01% 1339
2017
Q3 		$1.82M Buy
75,260
+6,846
+10% +$155K ﹤0.01% 1442
2017
Q2 		$1.58M Buy
68,414
+5,020
+8% +$120K ﹤0.01% 1452
2017
Q1 		$1.52M Buy
63,394
+53,794
+560% +$1.25M ﹤0.01% 1470
2016
Q4 		$212K Buy
+9,600
New +$195K ﹤0.01% 2099

Other funds holding NSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS AM's NSA Position: Q1 2026 in Review

UBS AM increased its National Storage Affiliates Trust (NSA) stake by 6.5% in Q1 2026, buying an estimated $889K and bringing the position to 430,316 shares worth $16.2M. The position accounts for ﹤0.01% of the portfolio, ranked #964.

UBS AM first reported a position in NSA in Q4 2016 and has held it in 37 quarters since. The position peaked at $32.9M in Q1 2022. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

  • UBS AM held 430,316 shares of National Storage Affiliates Trust worth $16.2M as of Q1 2026.
  • UBS AM bought 26,319 National Storage Affiliates Trust shares in Q1 2026, an estimated $889K.
  • National Storage Affiliates Trust made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #964 holding.
  • UBS AM first reported a position in National Storage Affiliates Trust in Q4 2016 and has held it in 37 quarters since.
  • UBS AM's National Storage Affiliates Trust position peaked at $32.9M in Q1 2022.
  • 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.