Van Hulzen Asset Management’s National Storage Affiliates Trust NSA Stock Holding History

Van Hulzen 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	–	Sell	-7,790	Closed	-$220K	–	373
2025 Q4	$220K	Sell	7,790 -1,160	-13%	-$34.5K	0.02%	313
2025 Q3	$270K	Sell	8,950 -1,250	-12%	-$39K	0.02%	282
2025 Q2	$326K	Buy	10,200 +1,830	+22%	+$63.9K	0.03%	246
2025 Q1	$330K	Buy	8,370 +2,720	+48%	+$102K	0.03%	248
2024 Q4	$214K	Buy	5,650 +500	+10%	+$21.4K	0.02%	302
2024 Q3	$248K	Buy	+5,150	New	+$230K	0.02%	283

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

Van Hulzen Asset Management's NSA Position: Q1 2026 in Review

Van Hulzen Asset Management sold out of National Storage Affiliates Trust (NSA) in Q1 2026, closing a stake of 7,790 shares — an estimated $220K sold.

Van Hulzen Asset Management first reported a position in NSA in Q3 2024 and held it in 6 quarters. The position peaked at $330K in Q1 2025. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Van Hulzen Asset Management reported no remaining National Storage Affiliates Trust position as of Q1 2026 after selling out during the quarter.
Van Hulzen Asset Management sold 7,790 National Storage Affiliates Trust shares in Q1 2026, an estimated $220K.
Van Hulzen Asset Management first reported a position in National Storage Affiliates Trust in Q3 2024 and held it in 6 quarters.
Van Hulzen Asset Management's National Storage Affiliates Trust position peaked at $330K in Q1 2025.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.