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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 451 | $15.7K | 0.00% | −67−12.9% | Reduced |
| Fifth Third Bancorp | 438 | $15.3K | 0.00% | −299−40.6% | 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 |
| Lindbrook Capital, LLC | 350 | $12.2K | 0.00% | −61−14.8% | Reduced |
| Ci Investments Inc. | 356 | $12.0K | 0.00% | +104+41.3% | Added |
| Caldwell Trust Co | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 290 | $10.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 290 | $10.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 264 | $9.20K | 0.00% | +231+700.0% | Added |
| Sunbelt Securities, Inc. | 253 | $8.82K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $8.00K | 0.00% | −30−13.0% | Reduced |
| Lee Financial Co | 225 | $7.84K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 217 | $7.56K | 0.00% | −48−18.1% | Reduced |
| Parallel Advisors, LLC | 208 | $7.25K | 0.00% | −1,759−89.4% | Reduced |
| Massmutual Trust Co FSB | 183 | $6.37K | 0.00% | −36−16.4% | Reduced |
| Bell Investment Advisors, Inc | 102 | $3.55K | 0.00% | −24−19.0% | Reduced |
| Group One Trading, L.P. | 100 | $3.48K | 0.00% | +100 | New |
| Key Financial Inc | 97 | $3.38K | 0.00% | +97 | New |
| Umb Bank N A | 96 | $3.34K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 97 | $3.00K | 0.00% | +1+1.0% | Added |
| Cary Street Partner Investment Advisory LLC | 85 | $2.96K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 37 | $1.29K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $767 | 0.00% | +22 | New |
| Glassman Wealth Services | 21 | $731 | 0.00% | +3+16.7% | Added |
| Cornerstone Planning Group LLC | 21 | $731 | 0.00% | +21 | New |
| Quent Capital, LLC | 20 | $697 | 0.00% | +20 | New |
| JNBA Financial Advisors | 17 | $593 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $484 | 0.00% | +17 | New |
| First Horizon Advisors, Inc. | 13 | $453 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 12 | $418 | 0.00% | +12 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $349 | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 5 | $174 | 0.00% | −520−99.0% | Reduced |
| Proequities, Inc. | 1 | $34 | 0.00% | −84−98.8% | Reduced |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −305,582−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −173,180−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −27,481−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −23,100−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −21,227−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −19,095−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −15,948−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −13,151−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,105−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −5,576−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −5,501−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −5,493−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −5,397−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −5,363−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,166−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −5,151−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,027−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −2,015−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,509−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |