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, Q3 2023
Institutional positions in National Storage Affiliates Trust as of Sep 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
- 299
- −32 vs. Q2 2023
- Shares held
- 73.2M
- −2.68M (−3.5%) vs. Q2 2023
- Total value
- $2.32B
- −$323.3M (−12.2%) vs. Q2 2023
- New holders
- 34
- 120 more added
- Sold out
- 66
- 109 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 10 | $323 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $380 | 0.00% | +11+1,100.0% | Added |
| First Horizon Advisors, Inc. | 13 | $413 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $540 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 17 | $540 | 0.00% | +17 | New |
| Steward Financial Group LLC | 35 | $1.00K | 0.00% | +35 | New |
| Parkside Financial Bank & Trust | 34 | $1.08K | 0.00% | +12+54.5% | Added |
| Farmers & Merchants Investments Inc | 35 | $1.11K | 0.00% | −2−5.4% | Reduced |
| Milestone Investment Advisors LLC | 35 | $1.11K | 0.00% | +35 | New |
| Glassman Wealth Services | 37 | $1.17K | 0.00% | +16+76.2% | Added |
| IFP Advisors, Inc | 56 | $1.78K | 0.00% | +39+229.4% | Added |
| Venturi Wealth Management, LLC | 68 | $2.16K | 0.00% | +68 | New |
| Cary Street Partner Investment Advisory LLC | 85 | $2.70K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 96 | $3.05K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 97 | $3.08K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 98 | $3.11K | 0.00% | +86+716.7% | Added |
| Quent Capital, LLC | 138 | $4.38K | 0.00% | +118+590.0% | Added |
| Bell Investment Advisors, Inc | 144 | $4.57K | 0.00% | +42+41.2% | Added |
| Fifth Third Bancorp | 220 | $6.98K | 0.00% | −218−49.8% | Reduced |
| Ronald Blue Trust, Inc. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 225 | $7.14K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 253 | $8.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 270 | $8.57K | 0.00% | +6+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 274 | $8.70K | 0.00% | +274 | New |
| JJJ Advisors Inc. | 277 | $8.79K | 0.00% | −13−4.5% | Reduced |
| Peregrine Capital Management LLC | 290 | $9.21K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $9.52K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 309 | $9.81K | 0.00% | +126+68.9% | Added |
| Ci Investments Inc. | 361 | $11.0K | 0.00% | +5+1.4% | Added |
| GWM Advisors LLC | 400 | $12.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 483 | $15.0K | 0.00% | −1,813−79.0% | Reduced |
| NBC Securities, Inc. | 541 | $17.0K | 0.00% | +541 | New |
| Carmel Capital Partners, LLC | 680 | $21.6K | 0.01% | +680 | New |
| Lindbrook Capital, LLC | 760 | $24.1K | 0.00% | +410+117.1% | Added |
| Allworth Financial LP | 828 | $26.3K | 0.00% | +377+83.6% | Added |
| Global Retirement Partners, LLC | 903 | $27.6K | 0.00% | +12+1.3% | Added |
| Loomis Sayles & Co L P | 947 | $30.0K | 0.00% | −1,059−52.8% | Reduced |
| HM Payson & Co | 977 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 999 | $31.7K | 0.00% | +599+149.8% | Added |
| Huntington National Bank | 1,000 | $31.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,015 | $32.2K | 0.00% | +807+388.0% | Added |
| KBC Group NV | 1,089 | $35.0K | 0.00% | +1,089 | New |
| Farther Finance Advisors, LLC | 1,293 | $41.0K | 0.01% | −4−0.3% | Reduced |
| Quarry LP | 1,321 | $41.9K | 0.03% | +809+158.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,346 | $42.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,570 | $49.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,158 | $68.0K | 0.00% | +2,158 | New |
| Covestor Ltd | 2,228 | $71.0K | 0.05% | +270+13.8% | Added |
| CWM, LLC | 2,248 | $71.0K | 0.00% | +1,129+100.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,333 | $74.0K | 0.00% | +736+46.1% | Added |
| Bessemer Group Inc | 2,397 | $76.0K | 0.00% | −268,319−99.1% | Reduced |
| Metropolitan Life Insurance Co | 2,548 | $80.9K | 0.00% | +40+1.6% | Added |
| Whittier Trust Co | 3,129 | $99.3K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,587 | $113.9K | 0.01% | −247−6.4% | Reduced |
| LGT Financial Advisors LLC | 3,715 | $117.9K | 0.15% | +3,715 | New |
| US Bancorp | 4,644 | $147.4K | 0.00% | +2,585+125.5% | Added |
| Quadrant Capital Group LLC | 5,657 | $179.6K | 0.02% | +4,197+287.5% | Added |
| Virtus ETF Advisers LLC | 5,761 | $182.9K | 0.11% | +160+2.9% | Added |
| Signaturefd, LLC | 5,841 | $185.4K | 0.00% | +4,313+282.3% | Added |
| The PNC Financial Services Group, Inc. | 6,038 | $191.6K | 0.00% | +1,709+39.5% | Added |
| Federated Hermes, Inc. | 6,466 | $205.2K | 0.00% | −406,417−98.4% | Reduced |
| Maryland State Retirement & Pension System | 6,533 | $207.4K | 0.00% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 6,696 | $212.5K | 0.01% | +6,696 | New |
| Securian Asset Management, Inc | 7,029 | $223.1K | 0.01% | −286−3.9% | Reduced |
| Versor Investments LP | 7,500 | $238.1K | 0.05% | +7,500 | New |
| Mariner, LLC | 7,625 | $242.0K | 0.00% | +1,143+17.6% | Added |
| Alps Advisors Inc | 7,626 | $242.0K | 0.00% | −1,572−17.1% | Reduced |
| Westfield Capital Management Co LP | 7,860 | $249.5K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 9,111 | $256.3K | 0.04% | +9,111 | New |
| Integrated Wealth Concepts LLC | 8,093 | $256.9K | 0.00% | +449+5.9% | Added |
| HGI Capital Management, LLC | 8,144 | $258.5K | 0.29% | +8,144 | New |
| Fernwood Investment Management, LLC | 6,387 | $263.0K | 0.09% | +151+2.4% | Added |
| Vident Advisory, LLC | 8,364 | $265.5K | 0.01% | +8,364 | New |
| Worth Venture Partners, LLC | 8,800 | $279.3K | 0.17% | +700+8.6% | Added |
| NWF Advisory Services Inc. | 8,853 | $281.0K | 0.07% | +8,853 | New |
| Fisher Asset Management, LLC | 8,878 | $281.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 8,900 | $282.5K | 0.00% | +8,900 | New |
| Inceptionr LLC | 8,944 | $283.9K | 0.16% | −1,796−16.7% | Reduced |
| Toronto Dominion Bank | 9,092 | $288.6K | 0.00% | +192+2.2% | Added |
| CenterBook Partners LP | 9,176 | $291.2K | 0.04% | +9,176 | New |
| Van Eck Associates Corp | 9,424 | $299.0K | 0.00% | +391+4.3% | Added |
| First Hawaiian Bank | 9,731 | $308.9K | 0.01% | −10.0% | Reduced |
| Nissay Asset Management Corp | 9,778 | $310.4K | 0.00% | −13−0.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 9,855 | $312.8K | 0.05% | +9,855 | New |
| Allspring Global Investments Holdings, LLC | 9,872 | $313.3K | 0.00% | +67+0.7% | Added |
| Xponance, Inc. | 9,955 | $316.0K | 0.00% | −179−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 9,969 | $316.0K | 0.00% | −3,331−25.0% | Reduced |
| Arkadios Wealth Advisors | 9,971 | $316.5K | 0.03% | +1,321+15.3% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $317.4K | 0.05% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 10,200 | $323.7K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,281 | $326.3K | 0.00% | +3,595+53.8% | Added |
| Mirabella Financial Services LLP | 10,323 | $327.7K | 0.05% | −8,116−44.0% | Reduced |
| Peak Financial Advisors LLC | 10,355 | $328.7K | 0.36% | +10,355 | New |
| First Republic Investment Management, Inc. | 10,623 | $337.2K | 0.00% | −5,246−33.1% | Reduced |
| State of Wisconsin Investment Board | 10,944 | $347.4K | 0.00% | +1,813+19.9% | Added |
| BNP Paribas Arbitrage, SA | 11,179 | $354.8K | 0.00% | −31,714−73.9% | Reduced |
| Hunter Perkins Capital Management, LLC | 11,275 | $358.0K | 0.08% | +2,625+30.3% | Added |
| RSM US Wealth Management LLC | 11,382 | $361.3K | 0.01% | +173+1.5% | Added |
| Quadrature Capital Ltd | 11,545 | $366.4K | 0.01% | +11,545 | New |
| Pictet & Cie (Europe) SA | 11,838 | $375.7K | 0.01% | 00.0% | Unchanged |