Elevation Wealth Partners’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
Q2
$19.2K Buy
432
+120
+38% +$5.14K 0.01% 604
2026
Q1
$11.8K Sell
312
-331
-51% -$11.2K ﹤0.01% 479
2025
Q4
$18.1K Buy
+643
New +$19.1K 0.01% 392
2024
Q3
Sell
-79
Closed -$3.26K 528
2024
Q2
$3.26K Buy
+79
New +$2.98K ﹤0.01% 417

Other funds holding NSA

Elevation Wealth Partners's NSA Position: Q2 2026 in Review

Elevation Wealth Partners increased its National Storage Affiliates Trust (NSA) stake by 38% in Q2 2026, buying an estimated $5.14K and bringing the position to 432 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #604.

Elevation Wealth Partners first reported a position in NSA in Q2 2024 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • Elevation Wealth Partners held 432 shares of National Storage Affiliates Trust worth $19.2K as of Q2 2026.
  • Elevation Wealth Partners bought 120 National Storage Affiliates Trust shares in Q2 2026, an estimated $5.14K.
  • National Storage Affiliates Trust made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #604 holding.
  • Elevation Wealth Partners first reported a position in National Storage Affiliates Trust in Q2 2024 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.