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, Q1 2024
Institutional positions in National Storage Affiliates Trust as of Mar 31, 2024. 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
- 321
- +14 vs. Q4 2023
- Shares held
- 68.4M
- −4.06M (−5.6%) vs. Q4 2023
- Total value
- $2.68B
- −$326.2M (−10.9%) vs. Q4 2023
- New holders
- 45
- 107 more added
- Sold out
- 31
- 120 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $40 | 0.00% | +1 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $411 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $476 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $509 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $509 | 0.00% | +13 | New |
| Provenance Wealth Advisors, LLC | 18 | $705 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $783 | 0.00% | −56−73.7% | Reduced |
| Sunbelt Securities, Inc. | 21 | $822 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 27 | $946 | 0.00% | +12+80.0% | Added |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | +5+14.3% | Added |
| Prestige Wealth Management Group LLC | 31 | $1.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $1.37K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 39 | $1.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $1.53K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 56 | $2.06K | 0.00% | +56 | New |
| GAMMA Investing LLC | 63 | $2.47K | 0.00% | +40+173.9% | Added |
| Westend Capital Management, LLC | 70 | $2.74K | 0.00% | +70 | New |
| Mather Group, LLC. | 67 | $2.78K | 0.00% | +67 | New |
| LRI Investments, LLC | 90 | $3.52K | 0.00% | +90 | New |
| Bell Investment Advisors, Inc | 90 | $3.52K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 96 | $3.76K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 118 | $4.69K | 0.00% | +118 | New |
| Principal Securities, Inc. | 133 | $5.21K | 0.00% | +4+3.1% | Added |
| Ci Investments Inc. | 145 | $6.00K | 0.00% | +21+16.9% | Added |
| Venturi Wealth Management, LLC | 176 | $6.89K | 0.00% | +34+23.9% | Added |
| Allworth Financial LP | 177 | $6.93K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 200 | $7.00K | 0.00% | −318−61.4% | Reduced |
| Quent Capital, LLC | 207 | $8.11K | 0.00% | +104+101.0% | Added |
| Criterion Capital Advisors, LLC | 260 | $10.2K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 277 | $10.8K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 290 | $11.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 291 | $11.4K | 0.00% | +32+12.4% | Added |
| Caldwell Trust Co | 300 | $11.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 319 | $12.4K | 0.00% | +319 | New |
| Rise Advisors, LLC | 453 | $17.7K | 0.01% | +453 | New |
| Private Trust Co NA | 494 | $19.3K | 0.00% | +494 | New |
| Quarry LP | 506 | $19.8K | 0.01% | +16+3.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 544 | $21.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 570 | $22.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $23.0K | 0.01% | +600 | New |
| GWM Advisors LLC | 608 | $23.8K | 0.00% | −61−9.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 750 | $29.4K | 0.00% | −66,152−98.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 757 | $29.6K | 0.00% | +21+2.9% | Added |
| Sound Income Strategies, LLC | 799 | $31.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 977 | $38.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 989 | $38.7K | 0.00% | +11+1.1% | Added |
| Parallel Advisors, LLC | 990 | $38.8K | 0.00% | +43+4.5% | Added |
| Huntington National Bank | 1,000 | $39.2K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,139 | $45.2K | 0.02% | +1,139 | New |
| Fifth Third Bancorp | 1,181 | $46.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,347 | $51.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,374 | $53.8K | 0.00% | +144+11.7% | Added |
| Rothschild Investment LLC | 1,434 | $56.2K | 0.00% | +1,434 | New |
| Quadrant Capital Group LLC | 1,802 | $70.6K | 0.01% | +4+0.2% | Added |
| CWM, LLC | 1,876 | $73.0K | 0.00% | +81+4.5% | Added |
| KBC Group NV | 1,982 | $78.0K | 0.00% | +893+82.0% | Added |
| Catalyst Funds Management Pty Ltd | 2,100 | $82.2K | 0.02% | +2,100 | New |
| Advisor Group Holdings, Inc. | 2,121 | $83.1K | 0.00% | −2,086−49.6% | Reduced |
| State of Wyoming | 2,218 | $86.9K | 0.01% | +2,218 | New |
| Bessemer Group Inc | 2,327 | $91.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,385 | $93.4K | 0.00% | +20+0.8% | Added |
| Covestor Ltd | 2,613 | $102.0K | 0.06% | −70−2.6% | Reduced |
| US Bancorp | 2,847 | $111.5K | 0.00% | +222+8.5% | Added |
| SG Americas Securities, LLC | 2,885 | $113.0K | 0.00% | +2,885 | New |
| Tower Research Capital LLC (TRC) | 3,075 | $120.4K | 0.00% | −7,231−70.2% | Reduced |
| Hilltop National Bank | 3,200 | $125.3K | 0.04% | +3,200 | New |
| LGT Financial Advisors LLC | 3,533 | $138.3K | 0.16% | −165−4.5% | Reduced |
| Fernwood Investment Management, LLC | 3,604 | $149.6K | 0.04% | −2,761−43.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,935 | $154.1K | 0.00% | −285−6.8% | Reduced |
| Virtus ETF Advisers LLC | 4,403 | $172.4K | 0.09% | −1,775−28.7% | Reduced |
| Wolverine Asset Management LLC | 4,991 | $195.4K | 0.00% | −2,336−31.9% | Reduced |
| J. W. Coons Advisors, LLC | 5,209 | $204.0K | 0.05% | +5,209 | New |
| Metis Global Partners, LLC | 5,232 | $204.9K | 0.01% | +158+3.1% | Added |
| Dark Forest Capital Management LP | 5,289 | $207.1K | 0.04% | +5,289 | New |
| Colonial River Wealth Management, LLC | 5,295 | $207.4K | 0.12% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 5,305 | $207.7K | 0.03% | −1,000−15.9% | Reduced |
| Whittier Trust Co | 5,636 | $220.6K | 0.00% | −121,085−95.6% | Reduced |
| Integrated Wealth Concepts LLC | 5,708 | $223.5K | 0.00% | −196−3.3% | Reduced |
| Creative Planning | 5,789 | $226.7K | 0.00% | +5,789 | New |
| HighTower Advisors, LLC | 5,823 | $227.0K | 0.00% | +5,823 | New |
| DoubleLine ETF Adviser LP | 5,919 | $231.8K | 0.06% | +589+11.1% | Added |
| Maryland State Retirement & Pension System | 6,533 | $234.6K | 0.00% | 00.0% | Unchanged |
| Renaissance Group LLC | 6,074 | $237.9K | 0.01% | +6,074 | New |
| Quantbot Technologies LP | 6,081 | $238.1K | 0.01% | +6,081 | New |
| PEAK6 Investments LLC | 6,108 | $239.2K | 0.01% | +1,312+27.4% | Added |
| Quest Partners LLC | 6,159 | $241.2K | 0.04% | +6,159 | New |
| SPC Financial, Inc. | 6,200 | $242.8K | 0.02% | +400+6.9% | Added |
| State of Wisconsin Investment Board | 6,275 | $245.7K | 0.00% | −1,767−22.0% | Reduced |
| Securian Asset Management, Inc | 6,308 | $247.0K | 0.01% | −212−3.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,472 | $253.4K | 0.00% | −181−2.7% | Reduced |
| Quadrature Capital Ltd | 6,565 | $257.3K | 0.00% | +6,565 | New |
| Alps Advisors Inc | 6,866 | $268.9K | 0.00% | −235−3.3% | Reduced |
| Worth Venture Partners, LLC | 6,900 | $270.2K | 1.89% | −1,000−12.7% | Reduced |
| Johnson & White Wealth Management, LLC | 7,000 | $274.0K | 0.20% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,186 | $281.4K | 0.00% | +7,186 | New |
| Presima Inc. | 7,300 | $285.9K | 0.07% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 7,430 | $291.0K | 0.05% | +7,430 | New |
| Dynamic Technology Lab Private Ltd | 7,455 | $292.0K | 0.03% | +7,455 | New |
| Raymond James Trust N.A. | 7,677 | $300.6K | 0.01% | +1,042+15.7% | Added |