KFI
NSA

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Canada Pension Plan Investment Board
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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. 336 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.
  • 336 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.