Corient Private Wealth’s National Storage Affiliates Trust NSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$775K Sell
20,849
-7,258
-26% -$245K ﹤0.01% 1787
2025
Q4
$793K Buy
+28,107
New +$837K ﹤0.01% 2018

Other funds holding NSA

Corient Private Wealth's NSA Position: Q1 2026 in Review

Corient Private Wealth reduced its National Storage Affiliates Trust (NSA) stake by 26% in Q1 2026, selling an estimated $245K and leaving 20,849 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Corient Private Wealth first reported a position in NSA in Q4 2025 and has held it in 2 quarters since. The position peaked at $793K in Q4 2025. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

  • Corient Private Wealth held 20,849 shares of National Storage Affiliates Trust worth $775K as of Q1 2026.
  • Corient Private Wealth sold 7,258 National Storage Affiliates Trust shares in Q1 2026, an estimated $245K.
  • National Storage Affiliates Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1787 holding.
  • Corient Private Wealth first reported a position in National Storage Affiliates Trust in Q4 2025 and has held it in 2 quarters since.
  • Corient Private Wealth's National Storage Affiliates Trust position peaked at $793K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.