AXXCESS WEALTH MANAGEMENT, LLC

Position in NSA — National Storage Affiliates Trust

CIK 1911056 CARLSBAD, CA

Position in NSA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$244,229

+$244,229 QoQ

Shares Held

5,492

-80.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#44

of 94 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $2,609,221 across 3 REIT - Industrial names. NSA ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	10,216	$1,383,961
2	PSA	Public Storage	3,082	$981,031
3	NSA	National Storage Affiliates Trust This page	5,492	$244,229

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,229	5,492	-80.4%	Shares	Sole	2026-07-28
2025-12-31	—	28,036	-3.0%	Shares	Sole	2026-02-19
2025-09-30	—	28,914	-32.2%	Shares	Sole	2025-11-07
2025-06-30	—	42,652	-0.7%	Shares	Sole	2025-07-28
2025-03-31	—	42,971	-16.6%	Shares	Sole	2025-04-30
2024-12-31	—	51,547	-9.0%	Shares	Sole	2025-02-10
2024-09-30	—	56,672	-0.3%	Shares	Sole	2024-11-04
2024-06-30	—	56,842	+10.1%	Shares	Sole	2024-08-09
2024-03-31	—	51,649	-8.1%	Shares	Sole	2024-05-14
2023-12-31	—	56,171	-77.4%	Shares	Sole	2024-02-06
2023-09-30	—	248,520	+8.1%	Shares	Sole	2023-11-14
2023-06-30	—	229,862	+23.9%	Shares	Sole	2023-08-08
2023-03-31	—	185,560	+3.1%	Shares	Sole	2023-05-03
2022-12-31	—	179,927	+2.8%	Shares	Sole	2023-02-16
2022-09-30	—	175,108	+2.5%	Shares	Sole	2022-11-14
2022-06-30	—	170,871	+4.1%	Shares	Sole	2022-08-11
2022-03-31	—	164,083	-5.7%	Shares	Sole	2022-08-11
2021-12-31	—	173,955	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.