Key Financial Inc’s National Storage Affiliates Trust NSA Stock Holding History

Key Financial Inc’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	–	Sell	-16	Closed	-$604	–	1421
2026 Q1	$604	Hold	16	–	–	﹤0.01%	1290
2025 Q4	$451	Hold	16	–	–	﹤0.01%	1334
2025 Q3	$485	Hold	16	–	–	﹤0.01%	1343
2025 Q2	$512	Hold	16	–	–	﹤0.01%	1323
2025 Q1	$630	Hold	16	–	–	﹤0.01%	1266
2024 Q4	$607	Hold	16	–	–	﹤0.01%	1270
2024 Q3	$771	Hold	16	–	–	﹤0.01%	1222
2024 Q2	$660	Buy	+16	New	+$603	﹤0.01%	1223
2023 Q3	–	Sell	-97	Closed	-$3.38K	–	1383
2023 Q2	$3.38K	Buy	+97	New	+$3.66K	﹤0.01%	1079

Other funds holding NSA

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) 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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Key Financial Inc's NSA Position: Q2 2026 in Review

Key Financial Inc sold out of National Storage Affiliates Trust (NSA) in Q2 2026, closing a stake of 16 shares — an estimated $604 sold.

Key Financial Inc first reported a position in NSA in Q2 2023 and held it in 9 quarters. The position peaked at $3.38K in Q2 2023. 57 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

Key Financial Inc reported no remaining National Storage Affiliates Trust position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 16 National Storage Affiliates Trust shares in Q2 2026, an estimated $604.
Key Financial Inc first reported a position in National Storage Affiliates Trust in Q2 2023 and held it in 9 quarters.
Key Financial Inc's National Storage Affiliates Trust position peaked at $3.38K in Q2 2023.
57 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.