Carson Wealth (CWM LLC)
NSA

Carson Wealth (CWM LLC)’s National Storage Affiliates Trust NSA Stock Holding History

Carson Wealth (CWM 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
Q1 		$146K Buy
3,879
+279
+8% +$9.43K ﹤0.01% 2975
2025
Q4 		$102K Buy
3,600
+1,516
+73% +$45.1K ﹤0.01% 3047
2025
Q3 		$63K Buy
2,084
+138
+7% +$4.31K ﹤0.01% 3336
2025
Q2 		$62K Buy
1,946
+177
+10% +$6.18K ﹤0.01% 3108
2025
Q1 		$70K Sell
1,769
-69
-4% -$2.6K ﹤0.01% 2704
2024
Q4 		$70K Sell
1,838
-119
-6% -$5.1K ﹤0.01% 2535
2024
Q3 		$94K Sell
1,957
-26
-1% -$1.16K ﹤0.01% 2237
2024
Q2 		$82K Buy
1,983
+107
+6% +$4.03K ﹤0.01% 2111
2024
Q1 		$73K Buy
1,876
+81
+5% +$3.04K ﹤0.01% 2068
2023
Q4 		$74K Sell
1,795
-453
-20% -$15.2K ﹤0.01% 1938
2023
Q3 		$71K Buy
2,248
+1,129
+101% +$38.2K ﹤0.01% 1859
2023
Q2 		$39K Buy
1,119
+866
+342% +$32.7K ﹤0.01% 2165
2023
Q1 		$11K Sell
253
-155
-38% -$6.27K ﹤0.01% 2896
2022
Q4 		$15K Buy
408
+243
+147% +$9.5K ﹤0.01% 2570
2022
Q3 		$7K Buy
165
+123
+293% +$6.28K ﹤0.01% 2907
2022
Q2 		$2K Buy
+42
New +$2.29K ﹤0.01% 3378

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

Carson Wealth (CWM LLC)'s NSA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its National Storage Affiliates Trust (NSA) stake by 7.8% in Q1 2026, buying an estimated $9.43K and bringing the position to 3,879 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2975.

Carson Wealth (CWM LLC) first reported a position in NSA in Q2 2022 and has held it in 16 quarters since. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,879 shares of National Storage Affiliates Trust worth $146K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 279 National Storage Affiliates Trust shares in Q1 2026, an estimated $9.43K.
  • National Storage Affiliates Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2975 holding.
  • Carson Wealth (CWM LLC) first reported a position in National Storage Affiliates Trust in Q2 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 Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.