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 2022
Institutional positions in National Storage Affiliates Trust as of Dec 31, 2022. 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
- 318
- +9 vs. Q3 2022
- Shares held
- 76.5M
- −2.62M (−3.3%) vs. Q3 2022
- Total value
- $2.76B
- −$519.5M (−15.8%) vs. Q3 2022
- New holders
- 56
- 121 more added
- Sold out
- 47
- 105 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| GWM Advisors LLC | 1,909 | $75 | 0.00% | −24,924−92.9% | Reduced |
| Farther Finance Advisors, LLC | 4 | $144 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 8 | $289 | 0.00% | +8 | New |
| My Personal CFO, LLC | 8 | $289 | 0.00% | +8 | New |
| CVA Family Office, LLC | 10 | $361 | 0.00% | +10 | New |
| First Horizon Advisors, Inc. | 13 | $470 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $506 | 0.00% | −6−30.0% | Reduced |
| Cornerstone Planning Group LLC | 14 | $530 | 0.00% | +14 | New |
| Glassman Wealth Services | 18 | $650 | 0.00% | +18 | New |
| Northwestern Mutual Wealth Management Co | 25 | $903 | 0.00% | +25 | New |
| M&R Capital Management Inc | 32 | $1.16K | 0.00% | +32 | New |
| Prestige Wealth Management Group LLC | 34 | $1.23K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 37 | $1.34K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 55 | $1.98K | 0.00% | +55 | New |
| IFP Advisors, Inc | 53 | $2.00K | 0.00% | −998−95.0% | Reduced |
| Front Row Advisors LLC | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 56 | $2.02K | 0.00% | +56 | New |
| Advisory Services Network, LLC | 57 | $2.07K | 0.00% | +57 | New |
| Cary Street Partner Investment Advisory LLC | 65 | $2.35K | 0.00% | +65 | New |
| EverSource Wealth Advisors, LLC | 66 | $2.37K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 80 | $3.00K | 0.00% | +39+95.1% | Added |
| Bell Investment Advisors, Inc | 103 | $3.72K | 0.00% | +13+14.4% | Added |
| Massmutual Trust Co FSB | 143 | $5.00K | 0.00% | +20+16.3% | Added |
| Lee Financial Co | 165 | $5.96K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 168 | $6.07K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 200 | $7.22K | 0.00% | +200 | New |
| Ci Investments Inc. | 235 | $8.00K | 0.00% | −197−45.6% | Reduced |
| Peregrine Capital Management LLC | 230 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 225 | $8.13K | 0.00% | +209+1,306.3% | Added |
| Hanson & Doremus Investment Management | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 230 | $9.00K | 0.00% | +100+76.9% | Added |
| Fifth Third Bancorp | 250 | $9.03K | 0.00% | −48−16.1% | Reduced |
| Caldwell Trust Co | 300 | $10.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 300 | $10.8K | 0.00% | +23+8.3% | Added |
| Money Concepts Capital Corp | 300 | $10.8K | 0.00% | +300 | New |
| Tradition Wealth Management, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 322 | $12.4K | 0.00% | +32+11.0% | Added |
| Quarry LP | 345 | $12.5K | 0.01% | +345 | New |
| Comerica Securities,inc. | 383 | $13.8K | 0.00% | +383 | New |
| CWM, LLC | 408 | $15.0K | 0.00% | +243+147.3% | Added |
| Allworth Financial LP | 496 | $17.9K | 0.00% | +442+818.5% | Added |
| AdvisorNet Financial, Inc | 515 | $18.6K | 0.00% | +115+28.7% | Added |
| Quadrant Capital Group LLC | 800 | $28.9K | 0.00% | +71+9.7% | Added |
| Neo Ivy Capital Management | 798 | $29.0K | 0.02% | −850−51.6% | Reduced |
| Mendota Financial Group, LLC | 805 | $29.1K | 0.04% | +805 | New |
| Whittier Trust Co of Nevada Inc | 821 | $29.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 904 | $32.7K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 892 | $32.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 920 | $33.2K | 0.00% | +41+4.7% | Added |
| HM Payson & Co | 977 | $35.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $36.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,107 | $40.0K | 0.01% | +16+1.5% | Added |
| Belpointe Asset Management LLC | 1,166 | $42.1K | 0.00% | +1,166 | New |
| Kistler-Tiffany Companies, LLC | 1,500 | $54.2K | 0.01% | +1,500 | New |
| Signaturefd, LLC | 1,543 | $55.7K | 0.00% | +812+111.1% | Added |
| Geneos Wealth Management Inc. | 1,570 | $56.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,015 | $72.8K | 0.00% | +194+10.7% | Added |
| Covestor Ltd | 2,109 | $76.0K | 0.06% | +321+18.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,240 | $80.9K | 0.00% | +543+32.0% | Added |
| Harvest Fund Management Co., Ltd | 2,296 | $83.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,507 | $90.6K | 0.00% | +155+6.6% | Added |
| Metropolitan Life Insurance Co | 2,616 | $94.5K | 0.00% | −38−1.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,688 | $97.1K | 0.09% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,776 | $100.3K | 0.02% | −1,854−40.0% | Reduced |
| PEAK6 Investments LLC | 2,931 | $105.9K | 0.01% | +2,931 | New |
| Point72 Middle East FZE | 2,986 | $107.9K | 0.01% | +2,986 | New |
| Worth Asset Management, LLC | 3,154 | $113.9K | 0.08% | +3,154 | New |
| US Bancorp | 3,292 | $118.9K | 0.00% | +1,886+134.1% | Added |
| Loomis Sayles & Co L P | 3,490 | $126.0K | 0.00% | +3,465+13,860.0% | Added |
| Assetmark, Inc | 3,777 | $136.4K | 0.00% | −9,574−71.7% | Reduced |
| Worth Venture Partners, LLC | 5,100 | $184.2K | 0.11% | +5,100 | New |
| Veritable, L.P. | 6,218 | $224.6K | 0.00% | −100−1.6% | Reduced |
| Charter Oak Capital Management, LLC | 6,248 | $225.7K | 0.03% | +6,248 | New |
| Whittier Trust Co | 6,357 | $229.5K | 0.00% | −1,055−14.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,447 | $233.0K | 0.00% | +1,311+25.5% | Added |
| Maryland State Retirement & Pension System | 6,533 | $236.0K | 0.01% | +6,533 | New |
| Tower Research Capital LLC (TRC) | 6,917 | $250.0K | 0.01% | −4,516−39.5% | Reduced |
| Integrated Wealth Concepts LLC | 6,959 | $251.0K | 0.01% | +36+0.5% | Added |
| Fox Run Management, L.L.C. | 7,047 | $254.5K | 0.10% | +7,047 | New |
| Rockefeller Capital Management L.P. | 7,200 | $260.0K | 0.00% | −12−0.2% | Reduced |
| Erste Asset Management GmbH | 7,300 | $260.8K | 0.01% | +7,300 | New |
| First Republic Investment Management, Inc. | 7,286 | $263.2K | 0.00% | −219−2.9% | Reduced |
| Prudential Financial Inc | 7,582 | $273.9K | 0.00% | −25,591−77.1% | Reduced |
| Securian Asset Management, Inc | 7,692 | $277.8K | 0.01% | −100−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,820 | $282.5K | 0.01% | −4,505−36.6% | Reduced |
| Westfield Capital Management Co LP | 7,860 | $283.9K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 8,043 | $290.5K | 0.01% | +75+0.9% | Added |
| FORA Capital, LLC | 8,070 | $291.5K | 0.05% | −3,284−28.9% | Reduced |
| Susquehanna International Group, LLP | 8,285 | $299.3K | 0.00% | −31,798−79.3% | Reduced |
| Atria Wealth Solutions, Inc. | 8,670 | $313.2K | 0.01% | +400+4.8% | Added |
| Van Eck Associates Corp | 8,856 | $320.0K | 0.00% | +3,933+79.9% | Added |
| Fisher Asset Management, LLC | 8,896 | $321.0K | 0.00% | +18+0.2% | Added |
| Toronto Dominion Bank | 9,006 | $325.0K | 0.00% | −41−0.5% | Reduced |
| Kula Investments, LLC | 14,744 | $329.6K | 0.12% | +14,744 | New |
| Nissay Asset Management Corp | 9,327 | $336.9K | 0.00% | +107+1.2% | Added |
| American Assets Investment Management, LLC | 9,494 | $342.9K | 0.04% | 00.0% | Unchanged |
| CenterBook Partners LP | 9,545 | $344.8K | 0.06% | −2,302−19.4% | Reduced |
| AXS Investments LLC | 9,599 | $346.7K | 0.12% | +9,599 | New |
| Virtus ETF Advisers LLC | 9,734 | $351.6K | 0.18% | −22,399−69.7% | Reduced |