EverSource Wealth Advisors’s National Storage Affiliates Trust NSA Stock Holding History

EverSource Wealth Advisors’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	$8.67K	Buy	195 +33	+20%	+$1.41K	﹤0.01%	2985
2026 Q1	$6.11K	Buy	162 +133	+459%	+$4.49K	﹤0.01%	3168
2025 Q4	$818	Sell	29 -35	-55%	-$1.04K	﹤0.01%	3761
2025 Q3	$1.93K	Sell	64 -325	-84%	-$10.1K	﹤0.01%	3523
2025 Q2	$12.4K	Buy	389 +156	+67%	+$5.45K	﹤0.01%	2661
2025 Q1	$9.18K	Buy	233 +192	+468%	+$7.23K	﹤0.01%	2156
2024 Q4	$1.55K	Sell	41 -25	-38%	-$1.07K	﹤0.01%	2811
2024 Q3	$3.18K	Hold	66	–	–	﹤0.01%	2399
2024 Q2	$2.81K	Buy	66 +39	+144%	+$1.47K	﹤0.01%	2436
2024 Q1	$946	Buy	27 +12	+80%	+$451	﹤0.01%	2604
2023 Q4	$622	Sell	15 -255	-94%	-$8.55K	﹤0.01%	2484
2023 Q3	$8.57K	Buy	270 +6	+2%	+$203	﹤0.01%	1484
2023 Q2	$9.2K	Buy	264 +231	+700%	+$8.71K	﹤0.01%	1479
2023 Q1	$1.38K	Sell	33 -33	-50%	-$1.33K	﹤0.01%	2041
2022 Q4	$2.37K	Hold	66	–	–	﹤0.01%	1860
2022 Q3	$3K	Hold	66	–	–	﹤0.01%	1560
2022 Q2	$3K	Hold	66	–	–	﹤0.01%	1414
2022 Q1	$4K	Hold	66	–	–	﹤0.01%	1353
2021 Q4	$5K	Buy	+66	New	+$4.08K	﹤0.01%	1268

Other funds holding NSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

EverSource Wealth Advisors's NSA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its National Storage Affiliates Trust (NSA) stake by 20% in Q2 2026, buying an estimated $1.41K and bringing the position to 195 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2985.

EverSource Wealth Advisors first reported a position in NSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.4K in Q2 2025. 336 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

EverSource Wealth Advisors held 195 shares of National Storage Affiliates Trust worth $8.67K as of Q2 2026.
EverSource Wealth Advisors bought 33 National Storage Affiliates Trust shares in Q2 2026, an estimated $1.41K.
National Storage Affiliates Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2985 holding.
EverSource Wealth Advisors first reported a position in National Storage Affiliates Trust in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's National Storage Affiliates Trust position peaked at $12.4K in Q2 2025.
336 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

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