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, Q2 2023
Institutional positions in National Storage Affiliates Trust as of Jun 30, 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
- 334
- +29 vs. Q1 2023
- Shares held
- 76.0M
- +818.2K (+1.1%) vs. Q1 2023
- Total value
- $2.65B
- −$492.5M (−15.7%) vs. Q1 2023
- New holders
- 59
- 109 more added
- Sold out
- 30
- 129 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 1 | $34 | 0.00% | −84−98.8% | Reduced |
| AdvisorNet Financial, Inc | 5 | $174 | 0.00% | −520−99.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 10 | $349 | 0.00% | +10 | New |
| Baker Avenue Asset Management, LP | 12 | $418 | 0.00% | +12 | New |
| First Horizon Advisors, Inc. | 13 | $453 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $484 | 0.00% | +17 | New |
| JNBA Financial Advisors | 17 | $593 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 20 | $697 | 0.00% | +20 | New |
| Glassman Wealth Services | 21 | $731 | 0.00% | +3+16.7% | Added |
| Cornerstone Planning Group LLC | 21 | $731 | 0.00% | +21 | New |
| Parkside Financial Bank & Trust | 22 | $767 | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 37 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 85 | $2.96K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 97 | $3.00K | 0.00% | +1+1.0% | Added |
| Umb Bank N A | 96 | $3.34K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $3.38K | 0.00% | +97 | New |
| Group One Trading, L.P. | 100 | $3.48K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 102 | $3.55K | 0.00% | −24−19.0% | Reduced |
| Massmutual Trust Co FSB | 183 | $6.37K | 0.00% | −36−16.4% | Reduced |
| Parallel Advisors, LLC | 208 | $7.25K | 0.00% | −1,759−89.4% | Reduced |
| CVA Family Office, LLC | 217 | $7.56K | 0.00% | −48−18.1% | Reduced |
| Lee Financial Co | 225 | $7.84K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $8.00K | 0.00% | −30−13.0% | Reduced |
| Sunbelt Securities, Inc. | 253 | $8.82K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 264 | $9.20K | 0.00% | +231+700.0% | Added |
| Peregrine Capital Management LLC | 290 | $10.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 290 | $10.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 356 | $12.0K | 0.00% | +104+41.3% | Added |
| Lindbrook Capital, LLC | 350 | $12.2K | 0.00% | −61−14.8% | Reduced |
| GWM Advisors LLC | 400 | $13.9K | 0.00% | −1,202−75.0% | Reduced |
| Sound Income Strategies, LLC | 400 | $13.9K | 0.00% | +400 | New |
| Fifth Third Bancorp | 438 | $15.3K | 0.00% | −299−40.6% | Reduced |
| Allworth Financial LP | 451 | $15.7K | 0.00% | −67−12.9% | Reduced |
| Quarry LP | 512 | $17.8K | 0.01% | +512 | New |
| Mendota Financial Group, LLC | 805 | $28.0K | 0.03% | +805 | New |
| Global Retirement Partners, LLC | 891 | $31.0K | 0.00% | −30−3.3% | Reduced |
| HM Payson & Co | 977 | $34.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $34.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,119 | $39.0K | 0.00% | +866+342.3% | Added |
| Carolinas Wealth Consulting LLC | 1,141 | $39.7K | 0.01% | +18+1.6% | Added |
| Farther Finance Advisors, LLC | 1,297 | $45.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,346 | $46.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,460 | $50.9K | 0.01% | −415−22.1% | Reduced |
| Signaturefd, LLC | 1,528 | $53.2K | 0.00% | −1,007−39.7% | Reduced |
| Geneos Wealth Management Inc. | 1,570 | $54.7K | 0.00% | +1,000+175.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,597 | $55.6K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,711 | $59.6K | 0.05% | −1,501−46.7% | Reduced |
| Covestor Ltd | 1,958 | $68.0K | 0.05% | −472−19.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,983 | $69.1K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,006 | $70.0K | 0.00% | +515+34.5% | Added |
| US Bancorp | 2,059 | $71.7K | 0.00% | −1,135−35.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,286 | $79.6K | 0.07% | −162−6.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,296 | $80.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,508 | $87.4K | 0.00% | −97−3.7% | Reduced |
| Whittier Trust Co | 3,129 | $109.0K | 0.00% | −3,228−50.8% | Reduced |
| PEAK6 Investments LLC | 3,834 | $133.5K | 0.01% | +3,834 | New |
| The PNC Financial Services Group, Inc. | 4,329 | $150.8K | 0.00% | +1,328+44.3% | Added |
| Advisor Group Holdings, Inc. | 4,554 | $158.7K | 0.00% | −25,775−85.0% | Reduced |
| DuPont Capital Management Corp | 4,917 | $171.3K | 0.01% | −4,760−49.2% | Reduced |
| AXS Investments LLC | 5,500 | $191.6K | 0.05% | +5,500 | New |
| Virtus ETF Advisers LLC | 5,601 | $195.1K | 0.12% | −2,514−31.0% | Reduced |
| JustInvest LLC | 5,803 | $202.1K | 0.01% | −5,420−48.3% | Reduced |
| FORA Capital, LLC | 5,931 | $206.6K | 0.03% | +5,931 | New |
| Los Angeles Capital Management LLC | 5,973 | $208.0K | 0.00% | +5,973 | New |
| Charter Oak Capital Management, LLC | 6,298 | $219.4K | 0.03% | +50+0.8% | Added |
| Duality Advisers, LP | 6,379 | $222.2K | 0.03% | +6,379 | New |
| Pearl River Capital, LLC | 6,447 | $224.5K | 0.04% | +6,447 | New |
| Mariner, LLC | 6,482 | $225.8K | 0.00% | −1,198−15.6% | Reduced |
| Maryland State Retirement & Pension System | 6,533 | $227.5K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,686 | $232.9K | 0.00% | +6,686 | New |
| Jacobs Levy Equity Management, Inc | 6,826 | $237.8K | 0.00% | +6,826 | New |
| Atria Wealth Solutions, Inc. | 7,136 | $248.5K | 0.00% | −9−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 7,225 | $251.6K | 0.00% | +25+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,279 | $253.5K | 0.00% | −1,002−12.1% | Reduced |
| Securian Asset Management, Inc | 7,315 | $254.8K | 0.01% | −377−4.9% | Reduced |
| Magnetar Financial LLC | 7,353 | $256.1K | 0.01% | +7,353 | New |
| Fernwood Investment Management, LLC | 6,236 | $258.9K | 0.09% | +6,236 | New |
| Integrated Wealth Concepts LLC | 7,644 | $266.2K | 0.00% | +656+9.4% | Added |
| Westfield Capital Management Co LP | 7,860 | $273.8K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 7,875 | $274.3K | 0.01% | +7,875 | New |
| Worth Venture Partners, LLC | 8,100 | $282.1K | 0.15% | +1,700+26.6% | Added |
| Verition Fund Management LLC | 8,457 | $294.6K | 0.00% | +8,457 | New |
| Hunter Perkins Capital Management, LLC | 8,650 | $301.0K | 0.06% | −3,733−30.1% | Reduced |
| Arkadios Wealth Advisors | 8,650 | $301.3K | 0.04% | −10−0.1% | Reduced |
| Voloridge Investment Management, LLC | 8,770 | $305.5K | 0.00% | +8,770 | New |
| Fisher Asset Management, LLC | 8,878 | $309.2K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 8,900 | $310.0K | 0.00% | −233−2.6% | Reduced |
| XTX Topco Ltd | 9,009 | $313.8K | 0.06% | +4,121+84.3% | Added |
| Van Eck Associates Corp | 9,033 | $315.0K | 0.00% | −306−3.3% | Reduced |
| State of Wisconsin Investment Board | 9,131 | $318.0K | 0.00% | −1,742−16.0% | Reduced |
| Alps Advisors Inc | 9,198 | $320.4K | 0.00% | −229−2.4% | Reduced |
| Jefferies Financial Group Inc. | 9,299 | $323.9K | 0.01% | +9,299 | New |
| Cetera Investment Advisers | 9,420 | $328.1K | 0.00% | +9,420 | New |
| Veritable, L.P. | 9,491 | $330.6K | 0.01% | −377−3.8% | Reduced |
| American Assets Investment Management, LLC | 9,494 | $330.7K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,584 | $333.8K | 0.01% | +6,177+181.3% | Added |
| First Hawaiian Bank | 9,732 | $339.0K | 0.01% | +9,732 | New |
| Nissay Asset Management Corp | 9,791 | $341.0K | 0.00% | +382+4.1% | Added |
| Allspring Global Investments Holdings, LLC | 9,805 | $341.5K | 0.00% | +1,589+19.3% | Added |