AF
NSA

Allworth Financial’s National Storage Affiliates Trust NSA Stock Holding History

Allworth Financial’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 		$43.9K Buy
1,163
+590
+103% +$19.9K ﹤0.01% 2421
2025
Q4 		$16.2K Buy
573
+132
+30% +$3.93K ﹤0.01% 2949
2025
Q3 		$13.3K Buy
441
+66
+18% +$2.06K ﹤0.01% 2955
2025
Q2 		$12K Sell
375
-143
-28% -$4.99K ﹤0.01% 2806
2025
Q1 		$18.9K Buy
518
+347
+203% +$13.1K ﹤0.01% 2116
2024
Q4 		$6.18K Sell
171
-19
-10% -$814 ﹤0.01% 2659
2024
Q3 		$9.16K Hold
190
– – ﹤0.01% 2303
2024
Q2 		$8.4K Buy
190
+13
+7% +$490 ﹤0.01% 2294
2024
Q1 		$6.93K Hold
177
– – ﹤0.01% 2263
2023
Q4 		$7.34K Sell
177
-651
-79% -$21.8K ﹤0.01% 2107
2023
Q3 		$26.3K Buy
828
+377
+84% +$12.8K ﹤0.01% 1373
2023
Q2 		$15.7K Sell
451
-67
-13% -$2.53K ﹤0.01% 1682
2023
Q1 		$21.6K Buy
518
+22
+4% +$890 ﹤0.01% 1412
2022
Q4 		$17.9K Buy
496
+442
+819% +$17.3K ﹤0.01% 1416
2022
Q3 		$2K Buy
+54
New +$2.76K ﹤0.01% 2185
2022
Q2 		– Sell
-9
Closed -$1K – 2661
2022
Q1 		$1K Buy
+9
New +$554 ﹤0.01% 1977

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

Allworth Financial's NSA Position: Q1 2026 in Review

Allworth Financial increased its National Storage Affiliates Trust (NSA) stake by 103% in Q1 2026, buying an estimated $19.9K and bringing the position to 1,163 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Allworth Financial first reported a position in NSA in Q1 2022 and has held it in 16 quarters since. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

  • Allworth Financial held 1,163 shares of National Storage Affiliates Trust worth $43.9K as of Q1 2026.
  • Allworth Financial bought 590 National Storage Affiliates Trust shares in Q1 2026, an estimated $19.9K.
  • National Storage Affiliates Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2421 holding.
  • Allworth Financial first reported a position in National Storage Affiliates Trust in Q1 2022 and has held it in 16 quarters since.
  • 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.