National Storage Affiliates Trust
NSADelisted Jul 22, 2026- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001618563
National Storage Affiliates Trust was delisted on Jul 22, 2026; its insiders filed their last Form 4 on Jul 22, 2026; 335 institutions reported holding it in 13F filings for Q2 2026, worth $3.17B in total; no superinvestor held it.
13F holders, Q3 2021
Institutional positions in National Storage Affiliates Trust as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 284
- +33 vs. Q2 2021
- Shares held
- 75.5M
- +11.6M (+18.1%) vs. Q2 2021
- Total value
- $3.98B
- +$754.4M (+23.4%) vs. Q2 2021
- New holders
- 42
- 147 more added
- Sold out
- 9
- 62 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NSA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 335 | $3.17B |
| Q1 2026 | 333 | $2.68B |
| Q4 2025 | 329 | $2.15B |
| Q3 2025 | 330 | $2.18B |
| Q2 2025 | 341 | $2.27B |
| Q1 2025 | 338 | $2.72B |
| Q4 2024 | 349 | $2.57B |
| Q3 2024 | 352 | $3.28B |
| Q2 2024 | 359 | $2.77B |
| Q1 2024 | 321 | $2.68B |
| Q4 2023 | 307 | $3.00B |
| Q3 2023 | 299 | $2.32B |
| Q2 2023 | 334 | $2.65B |
| Q1 2023 | 305 | $3.14B |
| Q4 2022 | 318 | $2.76B |
| Q3 2022 | 314 | $3.29B |
| Q2 2022 | 321 | $3.91B |
| Q1 2022 | 301 | $4.94B |
| Q4 2021 | 305 | $5.33B |
| Q3 2021 | 284 | $3.98B |
| Q2 2021 | 253 | $3.23B |
| Q1 2021 | 229 | $2.54B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| American Assets Investment Management, LLC | 7,448 | $393.0K | 0.05% | +7,448 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,371 | $389.0K | 0.01% | +1,503+25.6% | Added |
| Securian Asset Management, Inc | 7,314 | $386.0K | 0.01% | +978+15.4% | Added |
| Rockefeller Capital Management L.P. | 7,200 | $380.0K | 0.00% | +7,200 | New |
| Curtis Advisory Group, LLC | 6,659 | $352.0K | 0.13% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 6,500 | $343.0K | 0.00% | −1,000−13.3% | Reduced |
| Renaissance Group LLC | 6,482 | $342.0K | 0.01% | −241−3.6% | Reduced |
| Quantinno Capital Management LP | 6,331 | $334.0K | 0.37% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 6,218 | $328.0K | 0.01% | −69−1.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,814 | $307.0K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,715 | $302.0K | 0.01% | +300+5.5% | Added |
| KMG Fiduciary Partners, LLC | 5,486 | $290.0K | 0.05% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 5,357 | $283.0K | 0.00% | +222+4.3% | Added |
| J. W. Coons Advisors, LLC | 5,174 | $274.0K | 0.09% | −3−0.1% | Reduced |
| AlphaCrest Capital Management LLC | 5,061 | $267.0K | 0.01% | −7,590−60.0% | Reduced |
| Franklin Resources Inc | 4,773 | $252.0K | 0.00% | +4,773 | New |
| Raymond James Financial Services Advisors, Inc. | 4,671 | $247.0K | 0.00% | +7+0.2% | Added |
| Acadian Asset Management LLC | 4,679 | $246.0K | 0.00% | +3,561+318.5% | Added |
| Henshaw Capital LLC | 4,643 | $245.1K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 4,550 | $240.0K | 0.00% | −484−9.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,545 | $240.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,503 | $238.0K | 0.04% | +4,503 | New |
| M&T Bank Corp | 4,406 | $233.0K | 0.00% | +4,406 | New |
| C M Bidwell & Associates Ltd | 4,395 | $232.0K | 0.15% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,019 | $212.0K | 0.07% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,024 | $212.0K | 0.04% | +4,024 | New |
| 6 Meridian | 3,998 | $211.0K | 0.02% | −1,397−25.9% | Reduced |
| Veritable, L.P. | 3,990 | $211.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,966 | $210.0K | 0.00% | +3,359+553.4% | Added |
| Quantamental Technologies LLC | 3,945 | $208.0K | 0.14% | −5,088−56.3% | Reduced |
| Meritage Portfolio Management | 3,914 | $207.0K | 0.01% | −30,571−88.7% | Reduced |
| Shelton Capital Management | 3,823 | $202.0K | 0.01% | +3,823 | New |
| Raymond James Trust N.A. | 3,795 | $200.0K | 0.01% | −330−8.0% | Reduced |
| Van Eck Associates Corp | 3,788 | $200.0K | 0.00% | +957+33.8% | Added |
| Harvest Fund Management Co., Ltd | 3,775 | $199.0K | 0.04% | −1,669−30.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,628 | $192.0K | 0.00% | +3,628 | New |
| Quantbot Technologies LP | 3,099 | $163.0K | 0.01% | +3,099 | New |
| Loomis Sayles & Co L P | 3,025 | $160.0K | 0.00% | +2,712+866.5% | Added |
| Exane Derivatives | 2,927 | $154.5K | 0.04% | −67−2.2% | Reduced |
| USA Financial Portformulas Corp | 2,791 | $147.0K | 0.13% | +2,791 | New |
| Point72 Hong Kong Ltd | 2,333 | $123.0K | 0.01% | +2,333 | New |
| Steward Partners Investment Advisory, LLC | 1,597 | $84.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,201 | $63.0K | 0.01% | +9+0.8% | Added |
| Geneos Wealth Management Inc. | 1,000 | $52.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 962 | $51.0K | 0.01% | +962 | New |
| Harbor Investment Advisory, LLC | 904 | $48.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 841 | $45.0K | 0.00% | +158+23.1% | Added |
| Advisors Asset Management, Inc. | 747 | $39.0K | 0.00% | −2,619−77.8% | Reduced |
| Global Retirement Partners, LLC | 703 | $37.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 647 | $34.0K | 0.00% | +253+64.2% | Added |
| FMR LLC | 583 | $31.0K | 0.00% | +232+66.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 471 | $25.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 457 | $24.0K | 0.00% | +98+27.3% | Added |
| Neo Ivy Capital Management | 772 | $22.0K | 0.03% | +772 | New |
| AdvisorNet Financial, Inc | 400 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 300 | $16.0K | 0.00% | +300 | New |
| Caldwell Trust Co | 300 | $15.8K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 301 | $15.0K | 0.00% | +43+16.7% | Added |
| Sageworth Trust Co | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 250 | $13.0K | 0.00% | +250 | New |
| Dark Forest Capital Management LP | 243 | $13.0K | 0.00% | +243 | New |
| RPG Investment Advisory, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 121 | $6.00K | 0.00% | +11+10.0% | Added |
| Fieldpoint Private Securities, LLC | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 107 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 108 | $6.00K | 0.00% | +108 | New |
| Bell Investment Advisors, Inc | 112 | $6.00K | 0.00% | +112 | New |
| TCI Wealth Advisors, Inc. | 88 | $5.00K | 0.00% | +19+27.5% | Added |
| Private Capital Group, LLC | 72 | $4.00K | 0.00% | +1+1.4% | Added |
| Parallel Advisors, LLC | 58 | $3.00K | 0.00% | +58 | New |
| Globeflex Capital L P | 35 | $2.00K | 0.00% | −16,460−99.8% | Reduced |
| Raffa Wealth Management, LLC | 28 | $1.48K | 0.00% | +28 | New |
| Cascade Investment Advisors, Inc. | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $1.00K | 0.00% | +5+35.7% | Added |
| First Horizon Advisors, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Ellevest, Inc. | 28 | $1.00K | 0.00% | +28 | New |
| Meridian Wealth Partners, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Eaton Vance Management | 994 | $0 | 0.00% | −2,821−73.9% | Reduced |
| Harbour Investments, Inc. | 8 | $0 | 0.00% | +1+14.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1 | – | – | +1 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −318,473−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −66,900−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −66,805−100.0% | Sold out |
| Cox Capital Mgt LLC | 0 | $0 | 0.00% | −26,556−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,919−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,214−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −4,499−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,992−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |