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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 607 | $29.3K | 0.00% | +37+6.5% | Added |
| Ashton Thomas Securities, LLC | 592 | $28.5K | 0.01% | +592 | New |
| Loomis Sayles & Co L P | 520 | $25.0K | 0.00% | +520 | New |
| Global Retirement Partners, LLC | 511 | $24.7K | 0.00% | +3+0.6% | Added |
| Private Trust Co NA | 494 | $23.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 491 | $23.7K | 0.00% | +191+63.7% | Added |
| Covestor Ltd | 478 | $23.0K | 0.01% | −65−12.0% | Reduced |
| Rise Advisors, LLC | 471 | $22.7K | 0.01% | +5+1.1% | Added |
| Accent Capital Management, LLC | 313 | $15.1K | 0.01% | +313 | New |
| Caldwell Trust Co | 300 | $14.5K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 300 | $14.5K | 0.00% | +300 | New |
| Peregrine Capital Management LLC | 290 | $14.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 276 | $13.3K | 0.00% | +59+27.2% | Added |
| Criterion Capital Advisors, LLC | 260 | $10.7K | 0.01% | 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 |
| Quent Capital, LLC | 207 | $9.98K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 239 | $9.85K | 0.00% | +205+602.9% | Added |
| Allworth Financial LP | 190 | $9.16K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 180 | $8.68K | 0.00% | −520−74.3% | Reduced |
| Quarry LP | 170 | $8.19K | 0.00% | +170 | New |
| St Germain D J Co Inc | 167 | $8.05K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 160 | $7.71K | 0.00% | +160 | New |
| NBC Securities, Inc. | 162 | $7.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 136 | $6.55K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 127 | $6.00K | 0.00% | −5−3.8% | Reduced |
| Promethos Capital, LLC | 120 | $5.78K | 0.00% | +120 | New |
| Bell Investment Advisors, Inc | 90 | $4.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 74 | $3.57K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 67 | $3.23K | 0.00% | +67 | New |
| EverSource Wealth Advisors, LLC | 66 | $3.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $2.46K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 56 | $2.37K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 47 | $2.27K | 0.00% | +47 | New |
| Parkside Financial Bank & Trust | 39 | $1.88K | 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 |
| Prestige Wealth Management Group LLC | 31 | $1.50K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 30 | $1.45K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 22 | $1.06K | 0.00% | +22 | New |
| Provenance Wealth Advisors, LLC | 18 | $868 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 18 | $868 | 0.00% | +10+125.0% | Added |
| Key Financial Inc | 16 | $771 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $627 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $627 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $578 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $578 | 0.00% | +12 | New |
| Moisand Fitzgerald Tamayo, LLC | 11 | $526 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $226 | 0.00% | +5 | New |
| Mather Group, LLC. | 3 | $145 | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 3 | $144 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −988,339−100.0% | Sold out |
| B&I Capital AG | 0 | $0 | 0.00% | −480,269−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −270,555−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −260,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −214,461−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −199,517−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −108,110−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −89,623−100.0% | Sold out |
| Center Lake Capital Management, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −69,210−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −43,921−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −39,537−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −39,457−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −37,224−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −28,397−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −23,902−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,850−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −19,767−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,612−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,849−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −11,730−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −11,610−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,676−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,533−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,555−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −6,533−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,943−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,836−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −4,853−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,493−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −1,139−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |