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 |
|---|---|---|---|---|---|
| Ransom Advisory, Ltd | 700 | $28.9K | 0.01% | +700 | New |
| Pacific Capital Wealth Advisors, Inc | 650 | $26.8K | 0.00% | +650 | New |
| Geneos Wealth Management Inc. | 570 | $23.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 543 | $22.0K | 0.01% | −2,070−79.2% | Reduced |
| GAMMA Investing LLC | 530 | $21.8K | 0.00% | +467+741.3% | Added |
| GWM Advisors LLC | 515 | $21.2K | 0.00% | −93−15.3% | Reduced |
| Global Retirement Partners, LLC | 508 | $21.0K | 0.00% | −481−48.6% | Reduced |
| Private Trust Co NA | 494 | $20.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 490 | $20.0K | 0.00% | −54−9.9% | Reduced |
| Rise Advisors, LLC | 466 | $19.2K | 0.01% | +13+2.9% | Added |
| Matrix Trust Co | 455 | $19.0K | 0.00% | +455 | New |
| Danske Bank A/S | 400 | $16.5K | 0.00% | +400 | New |
| Caldwell Trust Co | 300 | $12.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 300 | $12.4K | 0.00% | +9+3.1% | Added |
| Peregrine Capital Management LLC | 290 | $12.0K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 260 | $10.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 236 | $9.73K | 0.00% | +60+34.1% | Added |
| SRS Capital Advisors, Inc. | 217 | $8.95K | 0.00% | +217 | New |
| Quent Capital, LLC | 207 | $8.53K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 190 | $8.40K | 0.00% | +13+7.3% | Added |
| International Assets Investment Management, LLC | 202 | $8.33K | 0.00% | +202 | New |
| St Germain D J Co Inc | 167 | $6.88K | 0.00% | +167 | New |
| NBC Securities, Inc. | 162 | $6.00K | 0.00% | −38−19.0% | Reduced |
| Principal Securities, Inc. | 136 | $5.61K | 0.00% | +3+2.3% | Added |
| Ci Investments Inc. | 132 | $5.00K | 0.00% | −13−9.0% | Reduced |
| Front Row Advisors LLC | 101 | $4.16K | 0.00% | −17−14.4% | Reduced |
| Bell Investment Advisors, Inc | 90 | $3.71K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 90 | $3.71K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 81 | $3.34K | 0.00% | +81 | New |
| ZRC Wealth Management, LLC | 79 | $3.26K | 0.00% | +79 | New |
| Sachetta, LLC | 74 | $3.21K | 0.00% | +37+100.0% | Added |
| EverSource Wealth Advisors, LLC | 66 | $2.81K | 0.00% | +39+144.4% | Added |
| Versant Capital Management, Inc | 58 | $2.39K | 0.00% | +58 | New |
| Frazier Financial Advisors, LLC | 58 | $2.39K | 0.00% | +58 | New |
| Continuum Advisory, LLC | 56 | $2.31K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $2.10K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 39 | $1.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $1.44K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 34 | $1.33K | 0.00% | +34 | New |
| Prestige Wealth Management Group LLC | 31 | $1.28K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $1.24K | 0.00% | +30 | New |
| Crewe Advisors LLC | 30 | $1.24K | 0.00% | +30 | New |
| Opal Wealth Advisors, LLC | 27 | $1.11K | 0.00% | +27 | New |
| Innealta Capital, LLC | 26 | $1.07K | 0.00% | +26 | New |
| CIBC Private Wealth Group, LLC | 25 | $1.02K | 0.00% | +25 | New |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 35 | $1.00K | 0.00% | +35 | New |
| IFP Advisors, Inc | 20 | $824 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 20 | $824 | 0.00% | +20 | New |
| Provenance Wealth Advisors, LLC | 18 | $742 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $660 | 0.00% | +16 | New |
| Johnson Financial Group, Inc. | 15 | $619 | 0.00% | +15 | New |
| First Horizon Advisors, Inc. | 13 | $536 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $536 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $494 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 11 | $445 | 0.00% | +1+10.0% | Added |
| Umb Bank N A | 8 | $330 | 0.00% | −88−91.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 3 | $123 | 0.00% | −747−99.6% | Reduced |
| MV Capital Management, Inc. | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −145,000−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −123,716−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −102,228−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −78,078−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −67,131−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −35,005−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −25,891−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −24,418−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −16,192−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,958−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −14,750−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,455−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −7,430−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −7,186−100.0% | Sold out |
| Johnson & White Wealth Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,565−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −5,919−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,289−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −4,991−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −3,604−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,885−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,385−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Westend Capital Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |