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, Q4 2023
Institutional positions in National Storage Affiliates Trust as of Dec 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
- 307
- +11 vs. Q3 2023
- Shares held
- 72.4M
- −781.7K (−1.1%) vs. Q3 2023
- Total value
- $3.00B
- +$679.7M (+29.3%) vs. Q3 2023
- New holders
- 46
- 82 more added
- Sold out
- 35
- 142 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 19 | $0 | 0.00% | −2,139−99.1% | Reduced |
| Assetmark, Inc | 7 | $290 | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $429 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $497 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $539 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15 | $622 | 0.00% | −255−94.4% | Reduced |
| Provenance Wealth Advisors, LLC | 18 | $746 | 0.00% | +1+5.9% | Added |
| GAMMA Investing LLC | 23 | $859 | 0.00% | +23 | New |
| Sunbelt Securities, Inc. | 21 | $871 | 0.00% | −232−91.7% | Reduced |
| Loomis Sayles & Co L P | 15 | $1.00K | 0.00% | −932−98.4% | Reduced |
| Valley National Advisers Inc | 35 | $1.00K | 0.00% | +35 | New |
| Jones Financial Companies LLLP | 25 | $1.04K | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 31 | $1.29K | 0.00% | +31 | New |
| Farmers & Merchants Investments Inc | 35 | $1.45K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $1.53K | 0.00% | +37 | New |
| Parkside Financial Bank & Trust | 39 | $1.62K | 0.00% | +5+14.7% | Added |
| Massmutual Trust Co FSB | 51 | $2.12K | 0.00% | −258−83.5% | Reduced |
| IFP Advisors, Inc | 76 | $3.15K | 0.00% | +20+35.7% | Added |
| Bell Investment Advisors, Inc | 90 | $3.73K | 0.00% | −54−37.5% | Reduced |
| Umb Bank N A | 96 | $3.98K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 103 | $4.27K | 0.00% | −35−25.4% | Reduced |
| Ci Investments Inc. | 124 | $5.00K | 0.00% | −237−65.7% | Reduced |
| Principal Securities, Inc. | 129 | $5.35K | 0.00% | +129 | New |
| Venturi Wealth Management, LLC | 142 | $5.89K | 0.00% | +74+108.8% | Added |
| Allworth Financial LP | 177 | $7.34K | 0.00% | −651−78.6% | Reduced |
| Lee Financial Co | 225 | $9.33K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 259 | $10.7K | 0.00% | −501−65.9% | Reduced |
| Criterion Capital Advisors, LLC | 260 | $10.8K | 0.01% | +260 | New |
| JJJ Advisors Inc. | 277 | $11.5K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 290 | $12.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $12.4K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 483 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 490 | $20.3K | 0.01% | −831−62.9% | Reduced |
| Advisory Services Network, LLC | 493 | $20.4K | 0.00% | +493 | New |
| NBC Securities, Inc. | 518 | $21.0K | 0.00% | −23−4.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 544 | $23.0K | 0.00% | +544 | New |
| Geneos Wealth Management Inc. | 570 | $23.6K | 0.00% | −1,000−63.7% | Reduced |
| GWM Advisors LLC | 669 | $27.7K | 0.00% | +269+67.3% | Added |
| Steward Partners Investment Advisory, LLC | 736 | $30.5K | 0.00% | −1,597−68.5% | Reduced |
| Sound Income Strategies, LLC | 799 | $33.1K | 0.00% | −200−20.0% | Reduced |
| Global Retirement Partners, LLC | 978 | $37.7K | 0.00% | +75+8.3% | Added |
| Parallel Advisors, LLC | 947 | $39.3K | 0.00% | −68−6.7% | Reduced |
| HM Payson & Co | 977 | $40.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $41.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,089 | $45.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,181 | $49.0K | 0.00% | +961+436.8% | Added |
| Signaturefd, LLC | 1,230 | $51.0K | 0.00% | −4,611−78.9% | Reduced |
| Farther Finance Advisors, LLC | 1,347 | $55.9K | 0.00% | +54+4.2% | Added |
| CWM, LLC | 1,795 | $74.0K | 0.00% | −453−20.2% | Reduced |
| Quadrant Capital Group LLC | 1,798 | $74.6K | 0.01% | −3,859−68.2% | Reduced |
| Bessemer Group Inc | 2,327 | $96.0K | 0.00% | −70−2.9% | Reduced |
| Metropolitan Life Insurance Co | 2,365 | $98.1K | 0.00% | −183−7.2% | Reduced |
| US Bancorp | 2,625 | $108.9K | 0.00% | −2,019−43.5% | Reduced |
| Covestor Ltd | 2,683 | $112.0K | 0.08% | +455+20.4% | Added |
| LGT Financial Advisors LLC | 3,698 | $153.3K | 0.19% | −17−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 5,368 | $171.0K | 0.00% | +5,168+2,584.0% | Added |
| Advisor Group Holdings, Inc. | 4,207 | $174.7K | 0.00% | −10,935−72.2% | Reduced |
| The PNC Financial Services Group, Inc. | 4,220 | $175.0K | 0.00% | −1,818−30.1% | Reduced |
| PEAK6 Investments LLC | 4,796 | $198.9K | 0.01% | +1,209+33.7% | Added |
| Metis Global Partners, LLC | 5,074 | $210.4K | 0.01% | +5,074 | New |
| FDx Advisors, Inc. | 5,260 | $218.0K | 0.02% | +5,260 | New |
| Colonial River Wealth Management, LLC | 5,295 | $219.6K | 0.13% | +5,295 | New |
| DoubleLine ETF Adviser LP | 5,330 | $221.0K | 0.06% | +5,330 | New |
| SPC Financial, Inc. | 5,800 | $240.5K | 0.02% | +5,800 | New |
| JustInvest LLC | 5,848 | $242.5K | 0.01% | −13,467−69.7% | Reduced |
| Integrated Wealth Concepts LLC | 5,904 | $244.9K | 0.00% | −2,189−27.0% | Reduced |
| D.A. Davidson & Co. | 5,969 | $247.6K | 0.00% | +5,969 | New |
| Charter Oak Capital Management, LLC | 6,132 | $254.3K | 0.03% | +6,132 | New |
| Virtus ETF Advisers LLC | 6,178 | $256.2K | 0.16% | +417+7.2% | Added |
| Clear Street Markets LLC | 6,300 | $261.0K | 0.10% | +6,300 | New |
| Pekin Hardy Strauss, Inc. | 6,305 | $261.5K | 0.04% | −3,550−36.0% | Reduced |
| Fernwood Investment Management, LLC | 6,365 | $265.8K | 0.09% | −22−0.3% | Reduced |
| Securian Asset Management, Inc | 6,520 | $270.4K | 0.01% | −509−7.2% | Reduced |
| Maryland State Retirement & Pension System | 6,533 | $270.9K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 6,635 | $275.2K | 0.01% | +6,635 | New |
| Brevan Howard Capital Management LP | 6,646 | $275.6K | 0.03% | +6,646 | New |
| Wealth Enhancement Advisory Services, LLC | 6,653 | $275.9K | 0.00% | −2,247−25.2% | Reduced |
| Malaga Cove Capital, LLC | 6,974 | $289.2K | 0.12% | +6,974 | New |
| Johnson & White Wealth Management, LLC | 7,000 | $290.0K | 0.24% | +7,000 | New |
| Alps Advisors Inc | 7,101 | $294.5K | 0.00% | −525−6.9% | Reduced |
| Presima Inc. | 7,300 | $302.7K | 0.07% | −12,800−63.7% | Reduced |
| Wolverine Asset Management LLC | 7,327 | $303.9K | 0.00% | +7,327 | New |
| Toronto Dominion Bank | 7,366 | $305.5K | 0.00% | −1,726−19.0% | Reduced |
| Arete Wealth Advisors, LLC | 9,166 | $317.1K | 0.02% | +55+0.6% | Added |
| Westfield Capital Management Co LP | 7,860 | $326.0K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 7,875 | $326.6K | 0.09% | +7,875 | New |
| Worth Venture Partners, LLC | 7,900 | $327.6K | 0.18% | −900−10.2% | Reduced |
| State of Wisconsin Investment Board | 8,042 | $333.5K | 0.00% | −2,902−26.5% | Reduced |
| Oppenheimer & Co Inc | 8,111 | $336.4K | 0.01% | +8,111 | New |
| Mariner, LLC | 8,186 | $339.6K | 0.00% | +561+7.4% | Added |
| Vident Advisory, LLC | 8,298 | $344.1K | 0.01% | −66−0.8% | Reduced |
| AE Wealth Management LLC | 9,864 | $380.5K | 0.00% | +9,864 | New |
| Xponance, Inc. | 9,473 | $392.8K | 0.00% | −482−4.8% | Reduced |
| Fisher Asset Management, LLC | 9,478 | $393.1K | 0.00% | +600+6.8% | Added |
| Allspring Global Investments Holdings, LLC | 9,716 | $402.9K | 0.00% | −156−1.6% | Reduced |
| First Hawaiian Bank | 9,732 | $403.6K | 0.01% | +10.0% | Added |
| Bayesian Capital Management, LP | 9,756 | $404.6K | 0.04% | +9,756 | New |
| Nissay Asset Management Corp | 9,860 | $408.9K | 0.00% | +82+0.8% | Added |
| Public Employees Retirement Association of Colorado | 9,969 | $413.0K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $414.7K | 0.06% | 00.0% | Unchanged |