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, Q1 2023
Institutional positions in National Storage Affiliates Trust as of Mar 31, 2023. 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
- −9 vs. Q4 2022
- Shares held
- 75.2M
- −1.18M (−1.6%) vs. Q4 2022
- Total value
- $3.14B
- +$385.6M (+14.0%) vs. Q4 2022
- New holders
- 37
- 129 more added
- Sold out
- 46
- 106 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 7 | $293 | 0.00% | +7 | New |
| Northwestern Mutual Wealth Management Co | 10 | $418 | 0.00% | −15−60.0% | Reduced |
| First Horizon Advisors, Inc. | 13 | $543 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $570 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $711 | 0.00% | +17 | New |
| Glassman Wealth Services | 18 | $752 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 33 | $1.38K | 0.00% | −33−50.0% | Reduced |
| Milestone Investment Advisors LLC | 35 | $1.46K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 37 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 85 | $3.55K | 0.00% | +20+30.8% | Added |
| Proequities, Inc. | 85 | $3.55K | 0.00% | +85 | New |
| Front Row Advisors LLC | 96 | $4.00K | 0.00% | +29+43.3% | Added |
| Umb Bank N A | 96 | $4.01K | 0.00% | +16+20.0% | Added |
| Truvestments Capital LLC | 100 | $4.18K | 0.00% | −100−50.0% | Reduced |
| Bell Investment Advisors, Inc | 126 | $5.26K | 0.00% | +23+22.3% | Added |
| TCTC Holdings, LLC | 170 | $7.10K | 0.00% | +170 | New |
| Ronald Blue Trust, Inc. | 230 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 219 | $9.15K | 0.00% | +76+53.1% | Added |
| Lee Financial Co | 225 | $9.40K | 0.00% | +60+36.4% | Added |
| Sunbelt Securities, Inc. | 253 | $10.3K | 0.00% | +253 | New |
| CWM, LLC | 253 | $11.0K | 0.00% | −155−38.0% | Reduced |
| Ci Investments Inc. | 252 | $11.0K | 0.00% | +17+7.2% | Added |
| CVA Family Office, LLC | 265 | $11.1K | 0.00% | +255+2,550.0% | Added |
| JJJ Advisors Inc. | 290 | $11.4K | 0.00% | −32−9.9% | Reduced |
| Peregrine Capital Management LLC | 290 | $12.1K | 0.00% | +60+26.1% | Added |
| Caldwell Trust Co | 300 | $12.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 411 | $17.2K | 0.00% | +111+37.0% | Added |
| Allworth Financial LP | 518 | $21.6K | 0.00% | +22+4.4% | Added |
| AdvisorNet Financial, Inc | 525 | $21.9K | 0.00% | +10+1.9% | Added |
| Geneos Wealth Management Inc. | 570 | $23.8K | 0.00% | −1,000−63.7% | Reduced |
| Advisory Services Network, LLC | 668 | $27.9K | 0.00% | +611+1,071.9% | Added |
| Fifth Third Bancorp | 737 | $30.8K | 0.00% | +487+194.8% | Added |
| Global Retirement Partners, LLC | 921 | $33.7K | 0.00% | +1+0.1% | Added |
| Tucker Asset Management LLC | 892 | $37.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 904 | $37.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 977 | $40.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $41.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,123 | $46.9K | 0.01% | +16+1.4% | Added |
| Farther Finance Advisors, LLC | 1,297 | $54.2K | 0.02% | +1,293+32,325.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,346 | $56.2K | 0.00% | +525+63.9% | Added |
| Loomis Sayles & Co L P | 1,491 | $62.0K | 0.00% | −1,999−57.3% | Reduced |
| Belpointe Asset Management LLC | 1,509 | $63.0K | 0.00% | +343+29.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,597 | $66.7K | 0.00% | −643−28.7% | Reduced |
| GWM Advisors LLC | 1,602 | $66.9K | 0.00% | −307−16.1% | Reduced |
| Quadrant Capital Group LLC | 1,875 | $78.3K | 0.01% | +1,075+134.4% | Added |
| Parallel Advisors, LLC | 1,967 | $82.2K | 0.00% | +1,742+774.2% | Added |
| Kistler-Tiffany Companies, LLC | 1,983 | $82.8K | 0.02% | +483+32.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,015 | $84.2K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,019 | $84.4K | 0.02% | −757−27.3% | Reduced |
| Harvest Fund Management Co., Ltd | 2,296 | $96.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 2,430 | $102.0K | 0.09% | +321+15.2% | Added |
| Tilia Fiduciary Partners, Inc. | 2,448 | $102.3K | 0.10% | −240−8.9% | Reduced |
| Signaturefd, LLC | 2,535 | $105.9K | 0.00% | +992+64.3% | Added |
| Metropolitan Life Insurance Co | 2,605 | $108.8K | 0.01% | −11−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,001 | $125.4K | 0.00% | +494+19.7% | Added |
| US Bancorp | 3,194 | $133.4K | 0.00% | −98−3.0% | Reduced |
| Worth Asset Management, LLC | 3,212 | $134.2K | 0.10% | +58+1.8% | Added |
| Tower Research Capital LLC (TRC) | 3,407 | $142.0K | 0.00% | −3,510−50.7% | Reduced |
| XTX Topco Ltd | 4,888 | $204.2K | 0.04% | +4,888 | New |
| ProShare Advisors LLC | 5,027 | $210.0K | 0.00% | −10,943−68.5% | Reduced |
| Renaissance Group LLC | 5,151 | $215.2K | 0.01% | +5,151 | New |
| Virtu Financial LLC | 5,166 | $216.0K | 0.02% | +5,166 | New |
| Quantinno Capital Management LP | 5,167 | $216.0K | 0.01% | +5,167 | New |
| Captrust Financial Advisors | 5,363 | $224.1K | 0.00% | +5,363 | New |
| Stevens Capital Management LP | 5,397 | $225.0K | 0.06% | +5,397 | New |
| Raymond James Trust N.A. | 5,493 | $229.0K | 0.01% | +5,493 | New |
| KMG Fiduciary Partners, LLC | 5,501 | $229.8K | 0.03% | +5,501 | New |
| Vestcor Inc | 5,576 | $233.0K | 0.01% | −9,414−62.8% | Reduced |
| Charter Oak Capital Management, LLC | 6,248 | $261.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 6,357 | $265.5K | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 6,400 | $267.4K | 0.13% | +1,300+25.5% | Added |
| Maryland State Retirement & Pension System | 6,533 | $272.9K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 6,799 | $284.1K | 0.00% | −147,214−95.6% | Reduced |
| Integrated Wealth Concepts LLC | 6,988 | $292.0K | 0.01% | +29+0.4% | Added |
| Atria Wealth Solutions, Inc. | 7,145 | $298.5K | 0.00% | −1,525−17.6% | Reduced |
| Rockefeller Capital Management L.P. | 7,200 | $300.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 7,680 | $321.0K | 0.00% | −5,978−43.8% | Reduced |
| Securian Asset Management, Inc | 7,692 | $321.4K | 0.01% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 7,860 | $328.4K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 8,115 | $339.0K | 0.19% | −1,619−16.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,216 | $343.3K | 0.00% | −1,569−16.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,281 | $346.0K | 0.00% | +8,281 | New |
| Jump Financial, LLC | 8,436 | $352.5K | 0.01% | −58,580−87.4% | Reduced |
| Qube Research & Technologies Ltd | 8,604 | $359.5K | 0.00% | −308,677−97.3% | Reduced |
| Arkadios Wealth Advisors | 8,660 | $361.8K | 0.04% | −1,910−18.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,815 | $368.0K | 0.00% | +2,368+36.7% | Added |
| Fisher Asset Management, LLC | 8,878 | $370.9K | 0.00% | −18−0.2% | Reduced |
| Toronto Dominion Bank | 9,133 | $381.0K | 0.00% | +127+1.4% | Added |
| Van Eck Associates Corp | 9,339 | $390.0K | 0.00% | +483+5.5% | Added |
| Nissay Asset Management Corp | 9,409 | $393.1K | 0.00% | +82+0.9% | Added |
| Alps Advisors Inc | 9,427 | $393.9K | 0.00% | −2,293−19.6% | Reduced |
| American Assets Investment Management, LLC | 9,494 | $396.7K | 0.05% | 00.0% | Unchanged |
| Hancock Whitney Corp | 9,596 | $401.0K | 0.02% | −1,403−12.8% | Reduced |
| DuPont Capital Management Corp | 9,677 | $404.3K | 0.02% | +9,677 | New |
| Veritable, L.P. | 9,868 | $412.3K | 0.01% | +3,650+58.7% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $417.8K | 0.06% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,105 | $422.0K | 0.04% | +10,105 | New |
| First Republic Investment Management, Inc. | 10,668 | $445.7K | 0.00% | +3,382+46.4% | Added |
| State of Wisconsin Investment Board | 10,873 | $454.3K | 0.00% | −70,194−86.6% | Reduced |
| D. E. Shaw & Co., Inc. | 11,038 | $461.2K | 0.00% | −41,587−79.0% | Reduced |