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

United Capital 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 Q1	$347K	Buy	+9,204	New	+$311K	﹤0.01%	1261

Other funds holding NSA

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 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

United Capital Financial Advisors's NSA Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in National Storage Affiliates Trust (NSA) in Q1 2026: 9,204 shares worth $347K. The stake represents ﹤0.01% of the portfolio and ranks #1261 among its holdings.

332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

United Capital Financial Advisors held 9,204 shares of National Storage Affiliates Trust worth $347K as of Q1 2026.
National Storage Affiliates Trust was a new United Capital Financial Advisors position in Q1 2026.
National Storage Affiliates Trust made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1261 holding.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.