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

Provenance 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 Q1	$679	Hold	18	–	–	﹤0.01%	399
2025 Q4	$508	Hold	18	–	–	﹤0.01%	408
2025 Q3	$544	Hold	18	–	–	﹤0.01%	426
2025 Q2	$576	Hold	18	–	–	﹤0.01%	411
2025 Q1	$709	Hold	18	–	–	﹤0.01%	502
2024 Q4	$682	Hold	18	–	–	﹤0.01%	523
2024 Q3	$868	Hold	18	–	–	﹤0.01%	544
2024 Q2	$742	Hold	18	–	–	﹤0.01%	474
2024 Q1	$705	Hold	18	–	–	﹤0.01%	509
2023 Q4	$746	Buy	18 +1	+6%	+$34	﹤0.01%	552
2023 Q3	$540	Buy	+17	New	+$576	﹤0.01%	460

Other funds holding NSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Provenance Wealth Advisors's NSA Position: Q1 2026 in Review

Provenance Wealth Advisors held its National Storage Affiliates Trust (NSA) position steady in Q1 2026 at 18 shares worth $679. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Provenance Wealth Advisors first reported a position in NSA in Q3 2023 and has held it in 11 quarters since. The position peaked at $868 in Q3 2024. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Provenance Wealth Advisors held 18 shares of National Storage Affiliates Trust worth $679 as of Q1 2026.
Provenance Wealth Advisors left its National Storage Affiliates Trust share count unchanged in Q1 2026.
National Storage Affiliates Trust made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q1 2026, its #399 holding.
Provenance Wealth Advisors first reported a position in National Storage Affiliates Trust in Q3 2023 and has held it in 11 quarters since.
Provenance Wealth Advisors's National Storage Affiliates Trust position peaked at $868 in Q3 2024.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.