BWL
NSA

Bogart Wealth LLC’s National Storage Affiliates Trust NSA Stock Holding History

Bogart Wealth LLC’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
Q2 		$1.02K Sell
23
-19
-45% -$814 ﹤0.01% 1614
2026
Q1 		$1.58K Buy
+42
New +$1.42K ﹤0.01% 1325

Other funds holding NSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bogart Wealth LLC's NSA Position: Q2 2026 in Review

Bogart Wealth LLC reduced its National Storage Affiliates Trust (NSA) stake by 45% in Q2 2026, selling an estimated $814 and leaving 23 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Bogart Wealth LLC first reported a position in NSA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.58K in Q1 2026. 336 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • Bogart Wealth LLC held 23 shares of National Storage Affiliates Trust worth $1.02K as of Q2 2026.
  • Bogart Wealth LLC sold 19 National Storage Affiliates Trust shares in Q2 2026, an estimated $814.
  • National Storage Affiliates Trust made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1614 holding.
  • Bogart Wealth LLC first reported a position in National Storage Affiliates Trust in Q1 2026 and has held it in 2 quarters since.
  • Bogart Wealth LLC's National Storage Affiliates Trust position peaked at $1.58K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.