Arkadios Wealth Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Arkadios Wealth Advisors’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	$281K	Sell	7,438 -7	-0.1%	-$236	﹤0.01%	1391
2025 Q4	$210K	Buy	7,445 +764	+11%	+$22.8K	﹤0.01%	1431
2025 Q3	$202K	Sell	6,681 -1,784	-21%	-$55.7K	﹤0.01%	1359
2025 Q2	$271K	Hold	8,465	–	–	0.01%	1091
2025 Q1	$334K	Hold	8,465	–	–	0.01%	866
2024 Q4	$321K	Hold	8,465	–	–	0.02%	698
2024 Q3	$408K	Buy	8,465 +700	+9%	+$31.2K	0.02%	612
2024 Q2	$320K	Sell	7,765 -300	-4%	-$11.3K	0.02%	614
2024 Q1	$316K	Sell	8,065 -2,514	-24%	-$94.4K	0.02%	520
2023 Q4	$439K	Buy	10,579 +608	+6%	+$20.4K	0.04%	403
2023 Q3	$316K	Buy	9,971 +1,321	+15%	+$44.7K	0.03%	467
2023 Q2	$301K	Sell	8,650 -10	-0.1%	-$377	0.04%	443
2023 Q1	$362K	Sell	8,660 -1,910	-18%	-$77.3K	0.04%	383
2022 Q4	$382K	Buy	+10,570	New	+$413K	0.05%	343

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

Arkadios Wealth Advisors's NSA Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its National Storage Affiliates Trust (NSA) stake by 0.09% in Q1 2026, selling an estimated $236 and leaving 7,438 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Arkadios Wealth Advisors first reported a position in NSA in Q4 2022 and has held it in 14 quarters since. The position peaked at $439K in Q4 2023. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Arkadios Wealth Advisors held 7,438 shares of National Storage Affiliates Trust worth $281K as of Q1 2026.
Arkadios Wealth Advisors sold 7 National Storage Affiliates Trust shares in Q1 2026, an estimated $236.
National Storage Affiliates Trust made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1391 holding.
Arkadios Wealth Advisors first reported a position in National Storage Affiliates Trust in Q4 2022 and has held it in 14 quarters since.
Arkadios Wealth Advisors's National Storage Affiliates Trust position peaked at $439K in Q4 2023.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.