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

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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. 57 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.
  • 57 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.