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, Q3 2024
Institutional positions in National Storage Affiliates Trust as of Sep 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
- 352
- −5 vs. Q2 2024
- Shares held
- 68.1M
- +9.01M (+15.2%) vs. Q2 2024
- Total value
- $3.28B
- +$846.0M (+34.7%) vs. Q2 2024
- New holders
- 46
- 100 more added
- Sold out
- 51
- 145 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3 | $144 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3 | $145 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 5 | $226 | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 11 | $526 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $578 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $578 | 0.00% | +12 | New |
| First Horizon Advisors, Inc. | 13 | $627 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $627 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $771 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $868 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 18 | $868 | 0.00% | +10+125.0% | Added |
| Skopos Labs, Inc. | 22 | $1.06K | 0.00% | +22 | New |
| Crewe Advisors LLC | 30 | $1.45K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $1.50K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $1.69K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 35 | $1.69K | 0.00% | +35 | New |
| Parkside Financial Bank & Trust | 39 | $1.88K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 47 | $2.27K | 0.00% | +47 | New |
| Continuum Advisory, LLC | 56 | $2.37K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $2.46K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 66 | $3.18K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 67 | $3.23K | 0.00% | +67 | New |
| Sachetta, LLC | 74 | $3.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $4.34K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 120 | $5.78K | 0.00% | +120 | New |
| Ci Investments Inc. | 127 | $6.00K | 0.00% | −5−3.8% | Reduced |
| Principal Securities, Inc. | 136 | $6.55K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 162 | $7.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 160 | $7.71K | 0.00% | +160 | New |
| St Germain D J Co Inc | 167 | $8.05K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 170 | $8.19K | 0.00% | +170 | New |
| Ransom Advisory, Ltd | 180 | $8.68K | 0.00% | −520−74.3% | Reduced |
| Allworth Financial LP | 190 | $9.16K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 239 | $9.85K | 0.00% | +205+602.9% | Added |
| Quent Capital, LLC | 207 | $9.98K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 220 | $10.6K | 0.00% | +139+171.6% | Added |
| Versant Capital Management, Inc | 220 | $10.6K | 0.00% | +162+279.3% | Added |
| Criterion Capital Advisors, LLC | 260 | $10.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 276 | $13.3K | 0.00% | +59+27.2% | Added |
| Peregrine Capital Management LLC | 290 | $14.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $14.5K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 300 | $14.5K | 0.00% | +300 | New |
| Accent Capital Management, LLC | 313 | $15.1K | 0.01% | +313 | New |
| Rise Advisors, LLC | 471 | $22.7K | 0.01% | +5+1.1% | Added |
| Covestor Ltd | 478 | $23.0K | 0.01% | −65−12.0% | Reduced |
| Lindbrook Capital, LLC | 491 | $23.7K | 0.00% | +191+63.7% | Added |
| Private Trust Co NA | 494 | $23.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 511 | $24.7K | 0.00% | +3+0.6% | Added |
| Loomis Sayles & Co L P | 520 | $25.0K | 0.00% | +520 | New |
| Ashton Thomas Securities, LLC | 592 | $28.5K | 0.01% | +592 | New |
| Geneos Wealth Management Inc. | 607 | $29.3K | 0.00% | +37+6.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 650 | $31.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 745 | $35.9K | 0.00% | +9+1.2% | Added |
| Sound Income Strategies, LLC | 799 | $38.5K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 800 | $38.6K | 0.02% | +800 | New |
| LGT Financial Advisors LLC | 919 | $44.3K | 0.11% | −542−37.1% | Reduced |
| HM Payson & Co | 977 | $47.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,020 | $49.2K | 0.00% | +1,000+5,000.0% | Added |
| Huntington National Bank | 1,083 | $52.2K | 0.00% | +51+4.9% | Added |
| Danske Bank A/S | 1,100 | $53.0K | 0.00% | +700+175.0% | Added |
| Fifth Third Bancorp | 1,274 | $61.4K | 0.00% | +36+2.9% | Added |
| Farther Finance Advisors, LLC | 1,376 | $66.3K | 0.00% | −3−0.2% | Reduced |
| Rothschild Investment LLC | 1,434 | $69.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,449 | $69.8K | 0.00% | +472+48.3% | Added |
| Venturi Wealth Management, LLC | 1,451 | $69.9K | 0.00% | +1,215+514.8% | Added |
| GAMMA Investing LLC | 1,457 | $70.2K | 0.01% | +927+174.9% | Added |
| Advisor Group Holdings, Inc. | 1,466 | $70.7K | 0.00% | −232−13.7% | Reduced |
| Quadrant Capital Group LLC | 1,747 | $84.2K | 0.01% | +14+0.8% | Added |
| FIL Ltd | 1,769 | $85.3K | 0.00% | −1,635−48.0% | Reduced |
| Smartleaf Asset Management LLC | 1,836 | $87.1K | 0.01% | +892+94.5% | Added |
| CWM, LLC | 1,957 | $94.0K | 0.00% | −26−1.3% | Reduced |
| KBC Group NV | 1,982 | $96.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,172 | $104.7K | 0.00% | +137+6.7% | Added |
| GeoWealth Management, LLC | 2,408 | $116.1K | 0.00% | +2,408 | New |
| CIBC Private Wealth Group, LLC | 2,432 | $117.2K | 0.00% | +2,407+9,628.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,764 | $131.2K | 0.00% | +626+29.3% | Added |
| Sterling Capital Management LLC | 2,731 | $131.6K | 0.00% | +2,731 | New |
| Catalyst Funds Management Pty Ltd | 2,800 | $135.0K | 0.03% | +400+16.7% | Added |
| Bessemer Group Inc | 2,899 | $139.0K | 0.00% | +28+1.0% | Added |
| US Bancorp | 3,073 | $148.1K | 0.00% | +360+13.3% | Added |
| Whittier Trust Co | 3,116 | $150.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 3,200 | $154.2K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,800 | $183.2K | 0.00% | −11,263−74.8% | Reduced |
| Virtus ETF Advisers LLC | 3,883 | $187.2K | 0.09% | −983−20.2% | Reduced |
| Simplex Trading, LLC | 3,905 | $188.0K | 0.01% | +3,905 | New |
| The PNC Financial Services Group, Inc. | 4,153 | $200.2K | 0.00% | −156−3.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,167 | $201.0K | 0.00% | +4,167 | New |
| Mackenzie Financial Corp | 4,285 | $206.5K | 0.00% | +4,285 | New |
| Associated Banc-Corp | 4,333 | $208.8K | 0.01% | −661−13.2% | Reduced |
| Arete Wealth Advisors, LLC | 4,392 | $212.0K | 0.02% | −833−15.9% | Reduced |
| CIBC World Markets Inc. | 4,415 | $213.0K | 0.00% | +4,415 | New |
| Versor Investments LP | 4,600 | $221.7K | 0.04% | +4,600 | New |
| Wolverine Asset Management LLC | 4,793 | $231.0K | 0.00% | +4,793 | New |
| Fox Run Management, L.L.C. | 4,920 | $237.1K | 0.05% | −26,921−84.5% | Reduced |
| Bridgefront Capital, LLC | 4,929 | $237.6K | 0.09% | −7,624−60.7% | Reduced |
| Colonial River Wealth Management, LLC | 5,125 | $247.0K | 0.12% | −170−3.2% | Reduced |
| Van Hulzen Asset Management, LLC | 5,150 | $248.0K | 0.02% | +5,150 | New |
| Susquehanna International Group, LLP | 5,206 | $250.9K | 0.00% | −24,740−82.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,275 | $254.3K | 0.03% | −30−0.6% | Reduced |