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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 11,398 | $473.0K | 0.00% | +1,974+20.9% | Added |
| Hunter Perkins Capital Management, LLC | 11,275 | $468.0K | 0.10% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 10,908 | $452.4K | 0.01% | −474−4.2% | Reduced |
| Arkadios Wealth Advisors | 10,579 | $438.7K | 0.04% | +608+6.1% | Added |
| Gilman Hill Asset Management, LLC | 10,495 | $435.2K | 0.08% | −2,030−16.2% | Reduced |
| Tower Research Capital LLC (TRC) | 10,306 | $427.4K | 0.01% | −8,120−44.1% | Reduced |
| Voya Investment Management LLC | 10,105 | $419.1K | 0.00% | −29,409−74.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $414.7K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,969 | $413.0K | 0.00% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 9,860 | $408.9K | 0.00% | +82+0.8% | Added |
| Bayesian Capital Management, LP | 9,756 | $404.6K | 0.04% | +9,756 | New |
| First Hawaiian Bank | 9,732 | $403.6K | 0.01% | +10.0% | Added |
| Allspring Global Investments Holdings, LLC | 9,716 | $402.9K | 0.00% | −156−1.6% | Reduced |
| Fisher Asset Management, LLC | 9,478 | $393.1K | 0.00% | +600+6.8% | Added |
| Xponance, Inc. | 9,473 | $392.8K | 0.00% | −482−4.8% | Reduced |
| AE Wealth Management LLC | 9,864 | $380.5K | 0.00% | +9,864 | New |
| Vident Advisory, LLC | 8,298 | $344.1K | 0.01% | −66−0.8% | Reduced |
| Mariner, LLC | 8,186 | $339.6K | 0.00% | +561+7.4% | Added |
| Oppenheimer & Co Inc | 8,111 | $336.4K | 0.01% | +8,111 | New |
| State of Wisconsin Investment Board | 8,042 | $333.5K | 0.00% | −2,902−26.5% | Reduced |
| Worth Venture Partners, LLC | 7,900 | $327.6K | 0.18% | −900−10.2% | Reduced |
| Oak Thistle LLC | 7,875 | $326.6K | 0.09% | +7,875 | New |
| Westfield Capital Management Co LP | 7,860 | $326.0K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 9,166 | $317.1K | 0.02% | +55+0.6% | Added |
| Toronto Dominion Bank | 7,366 | $305.5K | 0.00% | −1,726−19.0% | Reduced |
| Wolverine Asset Management LLC | 7,327 | $303.9K | 0.00% | +7,327 | New |
| Presima Inc. | 7,300 | $302.7K | 0.07% | −12,800−63.7% | Reduced |
| Alps Advisors Inc | 7,101 | $294.5K | 0.00% | −525−6.9% | Reduced |
| Johnson & White Wealth Management, LLC | 7,000 | $290.0K | 0.24% | +7,000 | New |
| Malaga Cove Capital, LLC | 6,974 | $289.2K | 0.12% | +6,974 | New |
| Wealth Enhancement Advisory Services, LLC | 6,653 | $275.9K | 0.00% | −2,247−25.2% | Reduced |
| Brevan Howard Capital Management LP | 6,646 | $275.6K | 0.03% | +6,646 | New |
| Raymond James Trust N.A. | 6,635 | $275.2K | 0.01% | +6,635 | New |
| Maryland State Retirement & Pension System | 6,533 | $270.9K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,520 | $270.4K | 0.01% | −509−7.2% | Reduced |
| Fernwood Investment Management, LLC | 6,365 | $265.8K | 0.09% | −22−0.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 6,305 | $261.5K | 0.04% | −3,550−36.0% | Reduced |
| Clear Street Markets LLC | 6,300 | $261.0K | 0.10% | +6,300 | New |
| Virtus ETF Advisers LLC | 6,178 | $256.2K | 0.16% | +417+7.2% | Added |
| Charter Oak Capital Management, LLC | 6,132 | $254.3K | 0.03% | +6,132 | New |
| D.A. Davidson & Co. | 5,969 | $247.6K | 0.00% | +5,969 | New |
| Integrated Wealth Concepts LLC | 5,904 | $244.9K | 0.00% | −2,189−27.0% | Reduced |
| JustInvest LLC | 5,848 | $242.5K | 0.01% | −13,467−69.7% | Reduced |
| SPC Financial, Inc. | 5,800 | $240.5K | 0.02% | +5,800 | New |
| DoubleLine ETF Adviser LP | 5,330 | $221.0K | 0.06% | +5,330 | New |
| Colonial River Wealth Management, LLC | 5,295 | $219.6K | 0.13% | +5,295 | New |
| FDx Advisors, Inc. | 5,260 | $218.0K | 0.02% | +5,260 | New |
| Metis Global Partners, LLC | 5,074 | $210.4K | 0.01% | +5,074 | New |
| PEAK6 Investments LLC | 4,796 | $198.9K | 0.01% | +1,209+33.7% | Added |
| The PNC Financial Services Group, Inc. | 4,220 | $175.0K | 0.00% | −1,818−30.1% | Reduced |
| Advisor Group Holdings, Inc. | 4,207 | $174.7K | 0.00% | −10,935−72.2% | Reduced |
| Ronald Blue Trust, Inc. | 5,368 | $171.0K | 0.00% | +5,168+2,584.0% | Added |
| LGT Financial Advisors LLC | 3,698 | $153.3K | 0.19% | −17−0.5% | Reduced |
| Covestor Ltd | 2,683 | $112.0K | 0.08% | +455+20.4% | Added |
| US Bancorp | 2,625 | $108.9K | 0.00% | −2,019−43.5% | Reduced |
| Metropolitan Life Insurance Co | 2,365 | $98.1K | 0.00% | −183−7.2% | Reduced |
| Bessemer Group Inc | 2,327 | $96.0K | 0.00% | −70−2.9% | Reduced |
| Quadrant Capital Group LLC | 1,798 | $74.6K | 0.01% | −3,859−68.2% | Reduced |
| CWM, LLC | 1,795 | $74.0K | 0.00% | −453−20.2% | Reduced |
| Farther Finance Advisors, LLC | 1,347 | $55.9K | 0.00% | +54+4.2% | Added |
| Signaturefd, LLC | 1,230 | $51.0K | 0.00% | −4,611−78.9% | Reduced |
| Fifth Third Bancorp | 1,181 | $49.0K | 0.00% | +961+436.8% | Added |
| KBC Group NV | 1,089 | $45.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $41.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 977 | $40.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 947 | $39.3K | 0.00% | −68−6.7% | Reduced |
| Global Retirement Partners, LLC | 978 | $37.7K | 0.00% | +75+8.3% | Added |
| Sound Income Strategies, LLC | 799 | $33.1K | 0.00% | −200−20.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 736 | $30.5K | 0.00% | −1,597−68.5% | Reduced |
| GWM Advisors LLC | 669 | $27.7K | 0.00% | +269+67.3% | Added |
| Geneos Wealth Management Inc. | 570 | $23.6K | 0.00% | −1,000−63.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 544 | $23.0K | 0.00% | +544 | New |
| NBC Securities, Inc. | 518 | $21.0K | 0.00% | −23−4.3% | Reduced |
| Advisory Services Network, LLC | 493 | $20.4K | 0.00% | +493 | New |
| Quarry LP | 490 | $20.3K | 0.01% | −831−62.9% | Reduced |
| Harvest Fund Management Co., Ltd | 483 | $20.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $12.4K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 290 | $12.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 277 | $11.5K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 260 | $10.8K | 0.01% | +260 | New |
| Lindbrook Capital, LLC | 259 | $10.7K | 0.00% | −501−65.9% | Reduced |
| Lee Financial Co | 225 | $9.33K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 177 | $7.34K | 0.00% | −651−78.6% | Reduced |
| Venturi Wealth Management, LLC | 142 | $5.89K | 0.00% | +74+108.8% | Added |
| Principal Securities, Inc. | 129 | $5.35K | 0.00% | +129 | New |
| Ci Investments Inc. | 124 | $5.00K | 0.00% | −237−65.7% | Reduced |
| Quent Capital, LLC | 103 | $4.27K | 0.00% | −35−25.4% | Reduced |
| Umb Bank N A | 96 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $3.73K | 0.00% | −54−37.5% | Reduced |
| IFP Advisors, Inc | 76 | $3.15K | 0.00% | +20+35.7% | Added |
| Massmutual Trust Co FSB | 51 | $2.12K | 0.00% | −258−83.5% | Reduced |
| Parkside Financial Bank & Trust | 39 | $1.62K | 0.00% | +5+14.7% | Added |
| Sachetta, LLC | 37 | $1.53K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 35 | $1.45K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $1.29K | 0.00% | +31 | New |
| Jones Financial Companies LLLP | 25 | $1.04K | 0.00% | +25 | New |
| 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 |
| Sunbelt Securities, Inc. | 21 | $871 | 0.00% | −232−91.7% | Reduced |
| GAMMA Investing LLC | 23 | $859 | 0.00% | +23 | New |