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, Q4 2024
Institutional positions in National Storage Affiliates Trust as of Dec 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
- 349
- +2 vs. Q3 2024
- Shares held
- 67.8M
- +116.3K (+0.2%) vs. Q3 2024
- Total value
- $2.57B
- −$690.1M (−21.2%) vs. Q3 2024
- New holders
- 36
- 139 more added
- Sold out
- 34
- 120 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $38 | 0.00% | +1 | New |
| Whittier Trust Co of Nevada Inc | 3 | $113 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3 | $114 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $177 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $190 | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 11 | $420 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $433 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $455 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $493 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $607 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $682 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 22 | $834 | 0.00% | +22 | New |
| Skopos Labs, Inc. | 23 | $872 | 0.00% | +1+4.5% | Added |
| MAI Capital Management | 23 | $872 | 0.00% | +23 | New |
| Crewe Advisors LLC | 30 | $1.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $1.18K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $1.33K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 39 | $1.48K | 0.00% | +39 | New |
| Parkside Financial Bank & Trust | 39 | $1.48K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 41 | $1.55K | 0.00% | −25−37.9% | Reduced |
| Avalon Trust Co | 48 | $1.82K | 0.00% | +48 | New |
| Sachetta, LLC | 53 | $2.01K | 0.00% | −21−28.4% | Reduced |
| Continuum Advisory, LLC | 56 | $2.12K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 62 | $2.35K | 0.00% | +62 | New |
| Brown Brothers Harriman & Co | 67 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 80 | $3.03K | 0.00% | +80 | New |
| Bell Investment Advisors, Inc | 90 | $3.41K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 100 | $3.79K | 0.00% | −213−68.1% | Reduced |
| Promethos Capital, LLC | 120 | $4.55K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 131 | $5.00K | 0.00% | +4+3.1% | Added |
| Principal Securities, Inc. | 141 | $5.34K | 0.00% | +5+3.7% | Added |
| JNBA Financial Advisors | 160 | $6.07K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 171 | $6.18K | 0.00% | −19−10.0% | Reduced |
| St Germain D J Co Inc | 167 | $6.33K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 178 | $6.75K | 0.00% | +127+249.0% | Added |
| Ransom Advisory, Ltd | 180 | $6.82K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 183 | $6.95K | 0.00% | +183 | New |
| Lindbrook Capital, LLC | 185 | $7.01K | 0.00% | −306−62.3% | Reduced |
| Danske Bank A/S | 200 | $7.58K | 0.00% | −900−81.8% | Reduced |
| Quent Capital, LLC | 235 | $8.91K | 0.00% | +28+13.5% | Added |
| Covestor Ltd | 257 | $10.0K | 0.01% | −221−46.2% | Reduced |
| Criterion Capital Advisors, LLC | 260 | $10.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 285 | $10.8K | 0.00% | +9+3.3% | Added |
| Peregrine Capital Management LLC | 290 | $11.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 396 | $15.0K | 0.00% | +176+80.0% | Added |
| Umb Bank N A | 441 | $16.7K | 0.00% | +423+2,350.0% | Added |
| Rise Advisors, LLC | 479 | $18.1K | 0.01% | +8+1.7% | Added |
| Private Trust Co NA | 494 | $18.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 495 | $18.7K | 0.00% | −16−3.1% | Reduced |
| GWM Advisors LLC | 518 | $19.6K | 0.00% | −7,152−93.2% | Reduced |
| Simplex Trading, LLC | 565 | $21.0K | 0.00% | −3,340−85.5% | Reduced |
| Geneos Wealth Management Inc. | 607 | $23.0K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 650 | $24.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 725 | $27.0K | 0.00% | −2,174−75.0% | Reduced |
| Versant Capital Management, Inc | 734 | $27.8K | 0.01% | +514+233.6% | Added |
| Fourth Dimension Wealth, LLC | 750 | $28.4K | 0.01% | +750 | New |
| Steward Partners Investment Advisory, LLC | 756 | $28.7K | 0.00% | +11+1.5% | Added |
| Bellevue Asset Management, LLC | 800 | $30.3K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 825 | $31.3K | 0.00% | +26+3.3% | Added |
| LGT Financial Advisors LLC | 921 | $34.9K | 0.08% | +2+0.2% | Added |
| Quarry LP | 926 | $35.1K | 0.01% | +756+444.7% | Added |
| HM Payson & Co | 977 | $37.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,020 | $38.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,063 | $40.3K | 0.00% | −20−1.8% | Reduced |
| Parallel Advisors, LLC | 1,110 | $42.1K | 0.00% | −339−23.4% | Reduced |
| GAMMA Investing LLC | 1,301 | $49.3K | 0.00% | −156−10.7% | Reduced |
| Fifth Third Bancorp | 1,304 | $49.4K | 0.00% | +30+2.4% | Added |
| GF Fund Management Co. Ltd. | 1,311 | $49.7K | 0.00% | +1,311 | New |
| Rothschild Investment LLC | 1,434 | $54.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,558 | $59.1K | 0.00% | +182+13.2% | Added |
| Caitong International Asset Management Co., Ltd | 1,651 | $62.6K | 0.06% | +1,651 | New |
| Quadrant Capital Group LLC | 1,748 | $66.3K | 0.00% | +1+0.1% | Added |
| CWM, LLC | 1,838 | $70.0K | 0.00% | −119−6.1% | Reduced |
| Signaturefd, LLC | 1,908 | $72.3K | 0.00% | −264−12.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,014 | $75.9K | 0.00% | −750−27.1% | Reduced |
| Smartleaf Asset Management LLC | 2,051 | $76.6K | 0.01% | +215+11.7% | Added |
| FIL Ltd | 2,025 | $76.8K | 0.00% | +256+14.5% | Added |
| Advisor Group Holdings, Inc. | 2,142 | $81.2K | 0.00% | +676+46.1% | Added |
| Venturi Wealth Management, LLC | 2,161 | $81.9K | 0.00% | +710+48.9% | Added |
| Wolverine Asset Management LLC | 2,380 | $90.2K | 0.00% | −2,413−50.3% | Reduced |
| GeoWealth Management, LLC | 2,402 | $91.1K | 0.00% | −6−0.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,427 | $92.0K | 0.02% | +2,427 | New |
| State of Wyoming | 2,445 | $92.7K | 0.01% | +2,445 | New |
| US Bancorp | 2,789 | $105.7K | 0.00% | −284−9.2% | Reduced |
| Whittier Trust Co | 3,000 | $113.7K | 0.00% | −116−3.7% | Reduced |
| Hilltop National Bank | 3,000 | $113.7K | 0.03% | −200−6.3% | Reduced |
| Virtus ETF Advisers LLC | 3,641 | $138.0K | 0.06% | −242−6.2% | Reduced |
| KBC Group NV | 3,851 | $146.0K | 0.00% | +1,869+94.3% | Added |
| Sterling Capital Management LLC | 4,119 | $156.2K | 0.00% | +1,388+50.8% | Added |
| The PNC Financial Services Group, Inc. | 4,250 | $161.1K | 0.00% | +97+2.3% | Added |
| Securian Asset Management, Inc | 5,302 | $201.0K | 0.01% | −131−2.4% | Reduced |
| Concurrent Investment Advisors, LLC | 5,519 | $209.2K | 0.01% | −738−11.8% | Reduced |
| Virtu Financial LLC | 5,528 | $210.0K | 0.01% | +5,528 | New |
| Freestone Grove Partners LP | 5,602 | $212.4K | 0.00% | +5,602 | New |
| Van Hulzen Asset Management, LLC | 5,650 | $214.2K | 0.02% | +500+9.7% | Added |
| Two Sigma Securities, LLC | 5,650 | $214.2K | 0.04% | +5,650 | New |
| Atria Investments LLC | 5,713 | $216.6K | 0.00% | −1,013−15.1% | Reduced |
| Teacher Retirement System of Texas | 5,803 | $220.0K | 0.00% | −7,605−56.7% | Reduced |