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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 90 | $3.52K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 90 | $3.52K | 0.00% | +90 | New |
| Mather Group, LLC. | 67 | $2.78K | 0.00% | +67 | New |
| Westend Capital Management, LLC | 70 | $2.74K | 0.00% | +70 | New |
| GAMMA Investing LLC | 63 | $2.47K | 0.00% | +40+173.9% | Added |
| Continuum Advisory, LLC | 56 | $2.06K | 0.00% | +56 | New |
| Massmutual Trust Co FSB | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $1.53K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 39 | $1.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $1.37K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $1.21K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | +5+14.3% | Added |
| EverSource Wealth Advisors, LLC | 27 | $946 | 0.00% | +12+80.0% | Added |
| Sunbelt Securities, Inc. | 21 | $822 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $783 | 0.00% | −56−73.7% | Reduced |
| Provenance Wealth Advisors, LLC | 18 | $705 | 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 |
| Proequities, Inc. | 12 | $476 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $411 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $40 | 0.00% | +1 | New |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −1,184,404−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −778,235−100.0% | Sold out |
| American Assets Capital Advisers, LLC | 0 | $0 | 0.00% | −171,826−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −134,305−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −75,500−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −69,514−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −59,517−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −57,118−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −14,326−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −13,033−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −12,256−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −11,838−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,756−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −9,864−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,875−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,166−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −7,366−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −6,646−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −6,132−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −5,969−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −5,260−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −5,368−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |