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Sequoia Financial Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Sequoia Financial 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 		$1.19M Buy
26,870
+5,915
+28% +$254K 0.01% 861
2026
Q1 		$791K Buy
20,955
+8,117
+63% +$274K ﹤0.01% 1002
2025
Q4 		$362K Buy
+12,838
New +$382K ﹤0.01% 1457

Other funds holding NSA

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Sequoia Financial Advisors's NSA Position: Q2 2026 in Review

Sequoia Financial Advisors increased its National Storage Affiliates Trust (NSA) stake by 28% in Q2 2026, buying an estimated $254K and bringing the position to 26,870 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #861.

Sequoia Financial Advisors first reported a position in NSA in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • Sequoia Financial Advisors held 26,870 shares of National Storage Affiliates Trust worth $1.19M as of Q2 2026.
  • Sequoia Financial Advisors bought 5,915 National Storage Affiliates Trust shares in Q2 2026, an estimated $254K.
  • National Storage Affiliates Trust made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #861 holding.
  • Sequoia Financial Advisors first reported a position in National Storage Affiliates Trust in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.