Sound View Wealth Advisors Group’s National Storage Affiliates Trust NSA Stock Holding History

Sound View Wealth Advisors Group’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	$206K	Buy	+4,630	New	+$198K	0.01%	427

Other funds holding NSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sound View Wealth Advisors Group's NSA Position: Q2 2026 in Review

Sound View Wealth Advisors Group opened a new position in National Storage Affiliates Trust (NSA) in Q2 2026: 4,630 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #427 among its holdings.

336 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

Sound View Wealth Advisors Group held 4,630 shares of National Storage Affiliates Trust worth $206K as of Q2 2026.
National Storage Affiliates Trust was a new Sound View Wealth Advisors Group position in Q2 2026.
National Storage Affiliates Trust made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #427 holding.
336 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.