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, Q4 2021
Institutional positions in National Storage Affiliates Trust as of Dec 31, 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
- 305
- +22 vs. Q3 2021
- Shares held
- 77.0M
- +1.60M (+2.1%) vs. Q3 2021
- Total value
- $5.33B
- +$1.35B (+33.8%) vs. Q3 2021
- New holders
- 48
- 122 more added
- Sold out
- 26
- 97 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 8 | $554 | 0.00% | +8 | New |
| First Horizon Advisors, Inc. | 13 | $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% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 20 | $1.38K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $1.94K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 34 | $2.00K | 0.00% | +6+21.4% | Added |
| Newbridge Financial Services Group, Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Sageworth Trust Co | 57 | $4.00K | 0.00% | −193−77.2% | Reduced |
| Parallel Advisors, LLC | 61 | $4.00K | 0.00% | +3+5.2% | Added |
| Bessemer Group Inc | 78 | $5.00K | 0.00% | +78 | New |
| EverSource Wealth Advisors, LLC | 66 | $5.00K | 0.00% | +66 | New |
| Fieldpoint Private Securities, LLC | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 112 | $8.00K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 135 | $8.00K | 0.03% | +135 | New |
| Massmutual Trust Co FSB | 165 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 186 | $13.0K | 0.00% | +78+72.2% | Added |
| Sageworth Trust Co of South Dakota | 187 | $13.0K | 0.02% | +187 | New |
| American Portfolios Advisors | 200 | $13.8K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 205 | $14.0K | 0.00% | +117+133.0% | Added |
| Confluence Wealth Services, Inc. | 210 | $14.0K | 0.00% | +210 | New |
| Carroll Financial Associates, Inc. | 258 | $17.0K | 0.00% | −43−14.3% | Reduced |
| Hanson & Doremus Investment Management | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 321 | $22.0K | 0.00% | +21+7.0% | Added |
| Quadrant Capital Group LLC | 318 | $22.0K | 0.00% | +197+162.8% | Added |
| AdvisorNet Financial, Inc | 400 | $28.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 452 | $32.0K | 0.00% | −5−1.1% | Reduced |
| Meeder Asset Management Inc | 485 | $34.0K | 0.00% | −55,410−99.1% | Reduced |
| USA Financial Portformulas Corp | 564 | $39.0K | 0.03% | −2,227−79.8% | Reduced |
| FMR LLC | 643 | $44.0K | 0.00% | +60+10.3% | Added |
| Dark Forest Capital Management LP | 659 | $46.0K | 0.02% | +416+171.2% | Added |
| Ci Investments Inc. | 786 | $54.0K | 0.00% | +786 | New |
| Signaturefd, LLC | 797 | $55.0K | 0.00% | +150+23.2% | Added |
| Harbor Investment Advisory, LLC | 904 | $63.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 977 | $68.0K | 0.00% | +977 | New |
| Geneos Wealth Management Inc. | 1,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,000 | $69.0K | 0.00% | +1,000 | New |
| Eaton Vance Management | 1,035 | $72.0K | 0.00% | +41+4.1% | Added |
| Covestor Ltd | 1,080 | $75.0K | 0.11% | +1,080 | New |
| RWM Asset Management, LLC | 1,182 | $82.0K | 0.02% | +220+22.9% | Added |
| Carolinas Wealth Consulting LLC | 1,209 | $84.0K | 0.02% | +8+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,597 | $111.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,664 | $115.0K | 0.00% | +1,193+253.3% | Added |
| Tilia Fiduciary Partners, Inc. | 2,816 | $195.0K | 0.16% | +2,816 | New |
| Exane Derivatives | 2,885 | $199.6K | 0.05% | −42−1.4% | Reduced |
| Navellier & Associates Inc | 3,008 | $208.0K | 0.03% | +3,008 | New |
| The PNC Financial Services Group, Inc. | 3,117 | $216.0K | 0.00% | +2,276+270.6% | Added |
| Commonwealth Equity Services, LLC | 3,170 | $219.0K | 0.00% | +3,170 | New |
| Raymond James Trust N.A. | 3,187 | $220.0K | 0.01% | −608−16.0% | Reduced |
| Loomis Sayles & Co L P | 3,172 | $220.0K | 0.00% | +147+4.9% | Added |
| TrinityPoint Wealth, LLC | 3,269 | $226.0K | 0.04% | −755−18.8% | Reduced |
| Beaumont Financial Partners, LLC | 3,290 | $228.0K | 0.02% | +3,290 | New |
| Great Lakes Advisors, LLC | 3,325 | $230.0K | 0.00% | +3,325 | New |
| Quadrature Capital Ltd | 3,364 | $233.0K | 0.01% | −13,405−79.9% | Reduced |
| CIBC Asset Management Inc | 3,556 | $246.0K | 0.00% | +3,556 | New |
| Harvest Fund Management Co., Ltd | 3,612 | $248.0K | 0.04% | −163−4.3% | Reduced |
| Cambria Investment Management, L.P. | 3,600 | $249.0K | 0.04% | +3,600 | New |
| Manteio Capital LLC | 3,597 | $249.0K | 0.32% | +3,597 | New |
| Rothschild Investment Corp | 3,634 | $251.0K | 0.02% | +3,634 | New |
| Virtu Financial LLC | 3,758 | $260.0K | 0.03% | +3,758 | New |
| Dynamic Technology Lab Private Ltd | 3,770 | $261.0K | 0.03% | −4,207−52.7% | Reduced |
| Shelton Capital Management | 3,823 | $265.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,840 | $266.0K | 0.00% | +3,840 | New |
| J. W. Coons Advisors, LLC | 3,836 | $267.0K | 0.08% | −1,338−25.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,934 | $272.0K | 0.00% | −32−0.8% | Reduced |
| C M Bidwell & Associates Ltd | 3,960 | $274.0K | 0.17% | −435−9.9% | Reduced |
| 6 Meridian | 4,012 | $278.0K | 0.02% | +14+0.4% | Added |
| Meritage Portfolio Management | 4,118 | $285.0K | 0.02% | +204+5.2% | Added |
| Veritable, L.P. | 4,151 | $287.0K | 0.00% | +161+4.0% | Added |
| Colonial River Wealth Management, LLC | 4,360 | $302.0K | 0.16% | +4,360 | New |
| Buckingham Strategic Wealth, LLC | 4,479 | $310.0K | 0.01% | −66−1.5% | Reduced |
| Rafferty Asset Management, LLC | 4,522 | $313.0K | 0.00% | −835−15.6% | Reduced |
| Henshaw Capital LLC | 4,643 | $321.3K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,826 | $333.0K | 0.01% | +4,826 | New |
| M&T Bank Corp | 5,048 | $349.0K | 0.00% | +642+14.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,123 | $355.0K | 0.00% | +452+9.7% | Added |
| Quantinno Capital Management LP | 5,148 | $356.0K | 0.06% | −1,183−18.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,237 | $362.0K | 0.03% | −577−9.9% | Reduced |
| Franklin Resources Inc | 5,251 | $363.0K | 0.00% | +478+10.0% | Added |
| KMG Fiduciary Partners, LLC | 5,486 | $380.0K | 0.06% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 5,676 | $393.0K | 0.20% | +1,731+43.9% | Added |
| Forward Management, LLC | 5,800 | $401.0K | 0.04% | −79,200−93.2% | Reduced |
| State of Wisconsin Investment Board | 5,800 | $401.0K | 0.00% | −700−10.8% | Reduced |
| Pluribus Labs, LLC | 5,794 | $401.0K | 0.42% | +5,794 | New |
| Lockheed Martin Investment Management Co | 6,044 | $418.0K | 0.02% | +6,044 | New |
| Fox Run Management, L.L.C. | 6,041 | $418.0K | 0.25% | +6,041 | New |
| 1620 Investment Advisors, Inc. | 6,149 | $426.0K | 0.48% | +6,149 | New |
| Vident Investment Advisory, LLC | 6,294 | $436.0K | 0.01% | +76+1.2% | Added |
| Van Eck Associates Corp | 6,323 | $438.0K | 0.00% | +2,535+66.9% | Added |
| Tower Research Capital LLC (TRC) | 6,338 | $439.0K | 0.01% | −1,218−16.1% | Reduced |
| Quantbot Technologies LP | 6,363 | $440.0K | 0.04% | +3,264+105.3% | Added |
| Renaissance Group LLC | 6,482 | $449.0K | 0.02% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 6,659 | $461.0K | 0.15% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 7,215 | $496.0K | 0.01% | −1,304−15.3% | Reduced |
| Securian Asset Management, Inc | 7,314 | $506.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,371 | $510.0K | 0.00% | +171+2.4% | Added |
| American Assets Investment Management, LLC | 7,448 | $515.0K | 0.06% | 00.0% | Unchanged |