Raymond James Financial’s National Storage Affiliates Trust NSA Stock Holding History

Raymond James Financial’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	$6.03M	Sell	159,658 -45,096	-22%	-$1.52M	﹤0.01%	2444
2025 Q4	$5.78M	Sell	204,754 -97,223	-32%	-$2.9M	﹤0.01%	2399
2025 Q3	$9.13M	Sell	301,977 -31,576	-9%	-$986K	﹤0.01%	1996
2025 Q2	$10.7M	Sell	333,553 -77,317	-19%	-$2.7M	﹤0.01%	1818
2025 Q1	$16.2M	Buy	410,870 +58,619	+17%	+$2.21M	0.01%	1471
2024 Q4	$13.4M	Buy	+352,251	New	+$15.1M	﹤0.01%	1616

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

Raymond James Financial's NSA Position: Q1 2026 in Review

Raymond James Financial reduced its National Storage Affiliates Trust (NSA) stake by 22% in Q1 2026, selling an estimated $1.52M and leaving 159,658 shares worth $6.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Raymond James Financial first reported a position in NSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.2M in Q1 2025. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Raymond James Financial held 159,658 shares of National Storage Affiliates Trust worth $6.03M as of Q1 2026.
Raymond James Financial sold 45,096 National Storage Affiliates Trust shares in Q1 2026, an estimated $1.52M.
National Storage Affiliates Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2444 holding.
Raymond James Financial first reported a position in National Storage Affiliates Trust in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's National Storage Affiliates Trust position peaked at $16.2M in Q1 2025.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.