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, Q2 2024
Institutional positions in National Storage Affiliates Trust as of Jun 30, 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
- 359
- +39 vs. Q1 2024
- Shares held
- 67.3M
- −979.1K (−1.4%) vs. Q1 2024
- Total value
- $2.77B
- +$99.9M (+3.7%) vs. Q1 2024
- New holders
- 67
- 105 more added
- Sold out
- 28
- 141 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3 | $123 | 0.00% | −747−99.6% | Reduced |
| Umb Bank N A | 8 | $330 | 0.00% | −88−91.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 11 | $445 | 0.00% | +1+10.0% | Added |
| Proequities, Inc. | 12 | $494 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $536 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $536 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 15 | $619 | 0.00% | +15 | New |
| Key Financial Inc | 16 | $660 | 0.00% | +16 | New |
| Provenance Wealth Advisors, LLC | 18 | $742 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $824 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 20 | $824 | 0.00% | +20 | New |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 35 | $1.00K | 0.00% | +35 | New |
| CIBC Private Wealth Group, LLC | 25 | $1.02K | 0.00% | +25 | New |
| Innealta Capital, LLC | 26 | $1.07K | 0.00% | +26 | New |
| Opal Wealth Advisors, LLC | 27 | $1.11K | 0.00% | +27 | New |
| Ancora Advisors, LLC | 30 | $1.24K | 0.00% | +30 | New |
| Crewe Advisors LLC | 30 | $1.24K | 0.00% | +30 | New |
| Prestige Wealth Management Group LLC | 31 | $1.28K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 34 | $1.33K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 35 | $1.44K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 39 | $1.61K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $2.10K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 56 | $2.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 58 | $2.39K | 0.00% | +58 | New |
| Frazier Financial Advisors, LLC | 58 | $2.39K | 0.00% | +58 | New |
| EverSource Wealth Advisors, LLC | 66 | $2.81K | 0.00% | +39+144.4% | Added |
| Sachetta, LLC | 74 | $3.21K | 0.00% | +37+100.0% | Added |
| ZRC Wealth Management, LLC | 79 | $3.26K | 0.00% | +79 | New |
| Jones Financial Companies LLLP | 81 | $3.34K | 0.00% | +81 | New |
| Bell Investment Advisors, Inc | 90 | $3.71K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 90 | $3.71K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 101 | $4.16K | 0.00% | −17−14.4% | Reduced |
| Ci Investments Inc. | 132 | $5.00K | 0.00% | −13−9.0% | Reduced |
| Principal Securities, Inc. | 136 | $5.61K | 0.00% | +3+2.3% | Added |
| NBC Securities, Inc. | 162 | $6.00K | 0.00% | −38−19.0% | Reduced |
| St Germain D J Co Inc | 167 | $6.88K | 0.00% | +167 | New |
| International Assets Investment Management, LLC | 202 | $8.33K | 0.00% | +202 | New |
| Allworth Financial LP | 190 | $8.40K | 0.00% | +13+7.3% | Added |
| Quent Capital, LLC | 207 | $8.53K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 217 | $8.95K | 0.00% | +217 | New |
| Venturi Wealth Management, LLC | 236 | $9.73K | 0.00% | +60+34.1% | Added |
| Criterion Capital Advisors, LLC | 260 | $10.7K | 0.01% | 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 |
| Lindbrook Capital, LLC | 300 | $12.4K | 0.00% | +9+3.1% | Added |
| Danske Bank A/S | 400 | $16.5K | 0.00% | +400 | New |
| Matrix Trust Co | 455 | $19.0K | 0.00% | +455 | New |
| Rise Advisors, LLC | 466 | $19.2K | 0.01% | +13+2.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 490 | $20.0K | 0.00% | −54−9.9% | Reduced |
| Private Trust Co NA | 494 | $20.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 508 | $21.0K | 0.00% | −481−48.6% | Reduced |
| GWM Advisors LLC | 515 | $21.2K | 0.00% | −93−15.3% | Reduced |
| GAMMA Investing LLC | 530 | $21.8K | 0.00% | +467+741.3% | Added |
| Covestor Ltd | 543 | $22.0K | 0.01% | −2,070−79.2% | Reduced |
| Geneos Wealth Management Inc. | 570 | $23.5K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 650 | $26.8K | 0.00% | +650 | New |
| Ransom Advisory, Ltd | 700 | $28.9K | 0.01% | +700 | New |
| Steward Partners Investment Advisory, LLC | 736 | $30.3K | 0.00% | −21−2.8% | Reduced |
| Sound Income Strategies, LLC | 799 | $32.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 812 | $33.5K | 0.00% | +812 | New |
| Smartleaf Asset Management LLC | 944 | $38.7K | 0.01% | +625+195.9% | Added |
| Ashton Thomas Private Wealth, LLC | 952 | $39.2K | 0.00% | +952 | New |
| Parallel Advisors, LLC | 977 | $40.3K | 0.00% | −13−1.3% | Reduced |
| HM Payson & Co | 977 | $40.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,032 | $42.5K | 0.00% | +32+3.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,139 | $47.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,154 | $47.6K | 0.01% | −1,064−48.0% | Reduced |
| Fifth Third Bancorp | 1,238 | $51.0K | 0.00% | +57+4.8% | Added |
| Farther Finance Advisors, LLC | 1,379 | $55.5K | 0.00% | +32+2.4% | Added |
| Rothschild Investment LLC | 1,434 | $59.1K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,461 | $60.2K | 0.13% | −2,072−58.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,698 | $70.1K | 0.00% | −423−19.9% | Reduced |
| Quadrant Capital Group LLC | 1,733 | $71.4K | 0.01% | −69−3.8% | Reduced |
| KBC Group NV | 1,982 | $82.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,983 | $82.0K | 0.00% | +107+5.7% | Added |
| Signaturefd, LLC | 2,035 | $83.9K | 0.00% | +661+48.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,138 | $87.7K | 0.00% | −230,502−99.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,400 | $98.9K | 0.03% | +300+14.3% | Added |
| US Bancorp | 2,713 | $111.8K | 0.00% | −134−4.7% | Reduced |
| Bessemer Group Inc | 2,871 | $118.0K | 0.00% | +544+23.4% | Added |
| Whittier Trust Co | 3,116 | $128.4K | 0.00% | −2,520−44.7% | Reduced |
| Hilltop National Bank | 3,200 | $131.9K | 0.04% | 00.0% | Unchanged |
| FIL Ltd | 3,404 | $140.3K | 0.00% | +3,404 | New |
| The PNC Financial Services Group, Inc. | 4,309 | $177.6K | 0.00% | +374+9.5% | Added |
| PEAK6 Investments LLC | 4,493 | $185.2K | 0.01% | −1,615−26.4% | Reduced |
| Avantax Advisory Services, Inc. | 4,853 | $200.1K | 0.00% | +4,853 | New |
| Virtus ETF Advisers LLC | 4,866 | $200.6K | 0.10% | +463+10.5% | Added |
| Associated Banc-Corp | 4,994 | $205.9K | 0.01% | +4,994 | New |
| Highland Capital Management, LLC | 5,150 | $212.3K | 0.01% | +5,150 | New |
| Arete Wealth Advisors, LLC | 5,225 | $215.0K | 0.02% | +5,225 | New |
| Arrowstreet Capital, Limited Partnership | 5,261 | $217.0K | 0.00% | −37,944−87.8% | Reduced |
| Colonial River Wealth Management, LLC | 5,295 | $218.3K | 0.12% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 5,305 | $218.7K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,501 | $226.8K | 0.00% | −207−3.6% | Reduced |
| Metis Global Partners, LLC | 5,536 | $228.2K | 0.01% | +304+5.8% | Added |
| Securian Asset Management, Inc | 5,558 | $229.1K | 0.01% | −750−11.9% | Reduced |
| Concurrent Investment Advisors, LLC | 5,613 | $231.3K | 0.01% | +5,613 | New |
| Worth Venture Partners, LLC | 5,700 | $235.0K | 1.84% | −1,200−17.4% | Reduced |