Wellington Management Group
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Wellington Management Group’s National Storage Affiliates Trust NSA Stock Holding History

Wellington Management Group’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 		$36.1M Buy
956,756
+372,563
+64% +$12.6M 0.01% 826
2025
Q4 		$16.5M Buy
584,193
+156,581
+37% +$4.66M ﹤0.01% 1110
2025
Q3 		$12.9M Buy
+427,612
New +$13.3M ﹤0.01% 1182
2024
Q3 		– Sell
-39,537
Closed -$1.63M – 1993
2024
Q2 		$1.63M Sell
39,537
-1,025,692
-96% -$38.7M ﹤0.01% 1566
2024
Q1 		$41.7M Buy
1,065,229
+4,955
+0.5% +$186K 0.01% 756
2023
Q4 		$44M Buy
1,060,274
+181,644
+21% +$6.09M 0.01% 749
2023
Q3 		$27.9M Buy
878,630
+217
+0% +$7.35K 0.01% 866
2023
Q2 		$30.6M Buy
878,413
+42,122
+5% +$1.59M 0.01% 839
2023
Q1 		$34.9M Buy
836,291
+49,389
+6% +$2M 0.01% 790
2022
Q4 		$28.4M Buy
786,902
+133,054
+20% +$5.2M 0.01% 844
2022
Q3 		$27.2M Sell
653,848
-943,406
-59% -$48.1M 0.01% 827
2022
Q2 		$80M Buy
1,597,254
+578,574
+57% +$31.5M 0.02% 585
2022
Q1 		$63.9M Sell
1,018,680
-158,658
-13% -$9.76M 0.01% 680
2021
Q4 		$81.5M Buy
1,177,338
+15,436
+1% +$953K 0.01% 682
2021
Q3 		$61.3M Sell
1,161,902
-37,891
-3% -$2.09M 0.01% 758
2021
Q2 		$60.7M Sell
1,199,793
-28,360
-2% -$1.3M 0.01% 765
2021
Q1 		$49M Sell
1,228,153
-43,854
-3% -$1.67M 0.01% 802
2020
Q4 		$45.8M Sell
1,272,007
-62,497
-5% -$2.16M 0.01% 788
2020
Q3 		$43.7M Buy
1,334,504
+89,092
+7% +$2.86M 0.01% 736
2020
Q2 		$35.7M Sell
1,245,412
-71,762
-5% -$2.06M 0.01% 783
2020
Q1 		$39M Sell
1,317,174
-93,019
-7% -$3.09M 0.01% 706
2019
Q4 		$47.4M Buy
1,410,193
+20,755
+1% +$696K 0.01% 762
2019
Q3 		$46.4M Sell
1,389,438
-914,604
-40% -$28.9M 0.01% 738
2019
Q2 		$66.7M Sell
2,304,042
-269,859
-10% -$7.9M 0.01% 679
2019
Q1 		$73.4M Buy
2,573,901
+114,894
+5% +$3.19M 0.02% 629
2018
Q4 		$65.1M Sell
2,459,007
-344,304
-12% -$9.22M 0.02% 640
2018
Q3 		$71.3M Sell
2,803,311
-134,885
-5% -$3.84M 0.02% 688
2018
Q2 		$90.6M Sell
2,938,196
-75,780
-3% -$2.08M 0.02% 603
2018
Q1 		$75.6M Buy
3,013,976
+1,399,562
+87% +$35.3M 0.02% 658
2017
Q4 		$44M Buy
1,614,414
+667,255
+70% +$17.2M 0.01% 807
2017
Q3 		$23M Sell
947,159
-37,045
-4% -$841K 0.01% 1008
2017
Q2 		$22.7M Buy
984,204
+449,432
+84% +$10.8M 0.01% 981
2017
Q1 		$12.8M Buy
534,772
+101,400
+23% +$2.35M ﹤0.01% 1171
2016
Q4 		$9.56M Buy
+433,372
New +$8.8M ﹤0.01% 1209

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

Wellington Management Group's NSA Position: Q1 2026 in Review

Wellington Management Group increased its National Storage Affiliates Trust (NSA) stake by 64% in Q1 2026, buying an estimated $12.6M and bringing the position to 956,756 shares worth $36.1M. The position accounts for 0.01% of the portfolio, ranked #826.

Wellington Management Group first reported a position in NSA in Q4 2016 and has held it in 34 quarters since. The position peaked at $90.6M in Q2 2018. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

  • Wellington Management Group held 956,756 shares of National Storage Affiliates Trust worth $36.1M as of Q1 2026.
  • Wellington Management Group bought 372,563 National Storage Affiliates Trust shares in Q1 2026, an estimated $12.6M.
  • National Storage Affiliates Trust made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #826 holding.
  • Wellington Management Group first reported a position in National Storage Affiliates Trust in Q4 2016 and has held it in 34 quarters since.
  • Wellington Management Group's National Storage Affiliates Trust position peaked at $90.6M in Q2 2018.
  • 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.