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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 11,545 | $366.4K | 0.01% | +11,545 | New |
| RSM US Wealth Management LLC | 11,382 | $361.3K | 0.01% | +173+1.5% | Added |
| Hunter Perkins Capital Management, LLC | 11,275 | $358.0K | 0.08% | +2,625+30.3% | Added |
| BNP Paribas Arbitrage, SA | 11,179 | $354.8K | 0.00% | −31,714−73.9% | Reduced |
| State of Wisconsin Investment Board | 10,944 | $347.4K | 0.00% | +1,813+19.9% | Added |
| First Republic Investment Management, Inc. | 10,623 | $337.2K | 0.00% | −5,246−33.1% | Reduced |
| Peak Financial Advisors LLC | 10,355 | $328.7K | 0.36% | +10,355 | New |
| Mirabella Financial Services LLP | 10,323 | $327.7K | 0.05% | −8,116−44.0% | Reduced |
| Cresset Asset Management, LLC | 10,281 | $326.3K | 0.00% | +3,595+53.8% | Added |
| Erste Asset Management GmbH | 10,200 | $323.7K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $317.4K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 9,971 | $316.5K | 0.03% | +1,321+15.3% | Added |
| Public Employees Retirement Association of Colorado | 9,969 | $316.0K | 0.00% | −3,331−25.0% | Reduced |
| Xponance, Inc. | 9,955 | $316.0K | 0.00% | −179−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,872 | $313.3K | 0.00% | +67+0.7% | Added |
| Pekin Hardy Strauss, Inc. | 9,855 | $312.8K | 0.05% | +9,855 | New |
| Nissay Asset Management Corp | 9,778 | $310.4K | 0.00% | −13−0.1% | Reduced |
| First Hawaiian Bank | 9,731 | $308.9K | 0.01% | −10.0% | Reduced |
| Van Eck Associates Corp | 9,424 | $299.0K | 0.00% | +391+4.3% | Added |
| CenterBook Partners LP | 9,176 | $291.2K | 0.04% | +9,176 | New |
| Toronto Dominion Bank | 9,092 | $288.6K | 0.00% | +192+2.2% | Added |
| Inceptionr LLC | 8,944 | $283.9K | 0.16% | −1,796−16.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,900 | $282.5K | 0.00% | +8,900 | New |
| Fisher Asset Management, LLC | 8,878 | $281.8K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 8,853 | $281.0K | 0.07% | +8,853 | New |
| Worth Venture Partners, LLC | 8,800 | $279.3K | 0.17% | +700+8.6% | Added |
| Vident Advisory, LLC | 8,364 | $265.5K | 0.01% | +8,364 | New |
| Fernwood Investment Management, LLC | 6,387 | $263.0K | 0.09% | +151+2.4% | Added |
| HGI Capital Management, LLC | 8,144 | $258.5K | 0.29% | +8,144 | New |
| Integrated Wealth Concepts LLC | 8,093 | $256.9K | 0.00% | +449+5.9% | Added |
| Arete Wealth Advisors, LLC | 9,111 | $256.3K | 0.04% | +9,111 | New |
| Westfield Capital Management Co LP | 7,860 | $249.5K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,626 | $242.0K | 0.00% | −1,572−17.1% | Reduced |
| Mariner, LLC | 7,625 | $242.0K | 0.00% | +1,143+17.6% | Added |
| Versor Investments LP | 7,500 | $238.1K | 0.05% | +7,500 | New |
| Securian Asset Management, Inc | 7,029 | $223.1K | 0.01% | −286−3.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,696 | $212.5K | 0.01% | +6,696 | New |
| Maryland State Retirement & Pension System | 6,533 | $207.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,466 | $205.2K | 0.00% | −406,417−98.4% | Reduced |
| The PNC Financial Services Group, Inc. | 6,038 | $191.6K | 0.00% | +1,709+39.5% | Added |
| Signaturefd, LLC | 5,841 | $185.4K | 0.00% | +4,313+282.3% | Added |
| Virtus ETF Advisers LLC | 5,761 | $182.9K | 0.11% | +160+2.9% | Added |
| Quadrant Capital Group LLC | 5,657 | $179.6K | 0.02% | +4,197+287.5% | Added |
| US Bancorp | 4,644 | $147.4K | 0.00% | +2,585+125.5% | Added |
| LGT Financial Advisors LLC | 3,715 | $117.9K | 0.15% | +3,715 | New |
| PEAK6 Investments LLC | 3,587 | $113.9K | 0.01% | −247−6.4% | Reduced |
| Whittier Trust Co | 3,129 | $99.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,548 | $80.9K | 0.00% | +40+1.6% | Added |
| Bessemer Group Inc | 2,397 | $76.0K | 0.00% | −268,319−99.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,333 | $74.0K | 0.00% | +736+46.1% | Added |
| 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 |
| Simplex Trading, LLC | 2,158 | $68.0K | 0.00% | +2,158 | New |
| Geneos Wealth Management Inc. | 1,570 | $49.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,346 | $42.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,321 | $41.9K | 0.03% | +809+158.0% | Added |
| Farther Finance Advisors, LLC | 1,293 | $41.0K | 0.01% | −4−0.3% | Reduced |
| KBC Group NV | 1,089 | $35.0K | 0.00% | +1,089 | New |
| Parallel Advisors, LLC | 1,015 | $32.2K | 0.00% | +807+388.0% | Added |
| Huntington National Bank | 1,000 | $31.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 999 | $31.7K | 0.00% | +599+149.8% | Added |
| HM Payson & Co | 977 | $31.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 947 | $30.0K | 0.00% | −1,059−52.8% | Reduced |
| Global Retirement Partners, LLC | 903 | $27.6K | 0.00% | +12+1.3% | Added |
| Allworth Financial LP | 828 | $26.3K | 0.00% | +377+83.6% | Added |
| Lindbrook Capital, LLC | 760 | $24.1K | 0.00% | +410+117.1% | Added |
| Carmel Capital Partners, LLC | 680 | $21.6K | 0.01% | +680 | New |
| NBC Securities, Inc. | 541 | $17.0K | 0.00% | +541 | New |
| Harvest Fund Management Co., Ltd | 483 | $15.0K | 0.00% | −1,813−79.0% | Reduced |
| GWM Advisors LLC | 400 | $12.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 361 | $11.0K | 0.00% | +5+1.4% | Added |
| Massmutual Trust Co FSB | 309 | $9.81K | 0.00% | +126+68.9% | Added |
| Caldwell Trust Co | 300 | $9.52K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 290 | $9.21K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 277 | $8.79K | 0.00% | −13−4.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 274 | $8.70K | 0.00% | +274 | New |
| EverSource Wealth Advisors, LLC | 270 | $8.57K | 0.00% | +6+2.3% | Added |
| Sunbelt Securities, Inc. | 253 | $8.04K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 225 | $7.14K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 220 | $6.98K | 0.00% | −218−49.8% | Reduced |
| Bell Investment Advisors, Inc | 144 | $4.57K | 0.00% | +42+41.2% | Added |
| Quent Capital, LLC | 138 | $4.38K | 0.00% | +118+590.0% | Added |
| Baker Avenue Asset Management, LP | 98 | $3.11K | 0.00% | +86+716.7% | Added |
| Front Row Advisors LLC | 97 | $3.08K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 96 | $3.05K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 85 | $2.70K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 68 | $2.16K | 0.00% | +68 | New |
| IFP Advisors, Inc | 56 | $1.78K | 0.00% | +39+229.4% | Added |
| Glassman Wealth Services | 37 | $1.17K | 0.00% | +16+76.2% | 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 |
| Parkside Financial Bank & Trust | 34 | $1.08K | 0.00% | +12+54.5% | Added |
| Steward Financial Group LLC | 35 | $1.00K | 0.00% | +35 | New |
| JNBA Financial Advisors | 17 | $540 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 17 | $540 | 0.00% | +17 | New |
| First Horizon Advisors, Inc. | 13 | $413 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $380 | 0.00% | +11+1,100.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 10 | $323 | 0.00% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −405,209−100.0% | Sold out |