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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 479 | $18.1K | 0.01% | +8+1.7% | Added |
| Umb Bank N A | 441 | $16.7K | 0.00% | +423+2,350.0% | Added |
| Jones Financial Companies LLLP | 396 | $15.0K | 0.00% | +176+80.0% | Added |
| Caldwell Trust Co | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 290 | $11.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 285 | $10.8K | 0.00% | +9+3.3% | Added |
| Criterion Capital Advisors, LLC | 260 | $10.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 257 | $10.0K | 0.01% | −221−46.2% | Reduced |
| Quent Capital, LLC | 235 | $8.91K | 0.00% | +28+13.5% | Added |
| Danske Bank A/S | 200 | $7.58K | 0.00% | −900−81.8% | Reduced |
| Lindbrook Capital, LLC | 185 | $7.01K | 0.00% | −306−62.3% | Reduced |
| Point72 Hong Kong Ltd | 183 | $6.95K | 0.00% | +183 | New |
| Ransom Advisory, Ltd | 180 | $6.82K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 178 | $6.75K | 0.00% | +127+249.0% | Added |
| St Germain D J Co Inc | 167 | $6.33K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 171 | $6.18K | 0.00% | −19−10.0% | Reduced |
| JNBA Financial Advisors | 160 | $6.07K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 141 | $5.34K | 0.00% | +5+3.7% | Added |
| Ci Investments Inc. | 131 | $5.00K | 0.00% | +4+3.1% | Added |
| Promethos Capital, LLC | 120 | $4.55K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 100 | $3.79K | 0.00% | −213−68.1% | Reduced |
| Bell Investment Advisors, Inc | 90 | $3.41K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 80 | $3.03K | 0.00% | +80 | New |
| Brown Brothers Harriman & Co | 67 | $2.54K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 62 | $2.35K | 0.00% | +62 | New |
| Continuum Advisory, LLC | 56 | $2.12K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 53 | $2.01K | 0.00% | −21−28.4% | Reduced |
| Avalon Trust Co | 48 | $1.82K | 0.00% | +48 | New |
| EverSource Wealth Advisors, LLC | 41 | $1.55K | 0.00% | −25−37.9% | Reduced |
| Parkside Financial Bank & Trust | 39 | $1.48K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 39 | $1.48K | 0.00% | +39 | New |
| Farmers & Merchants Investments Inc | 35 | $1.33K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $1.18K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 30 | $1.14K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 23 | $872 | 0.00% | +1+4.5% | Added |
| MAI Capital Management | 23 | $872 | 0.00% | +23 | New |
| WPG Advisers, LLC | 22 | $834 | 0.00% | +22 | New |
| Provenance Wealth Advisors, LLC | 18 | $682 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $607 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $493 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $455 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $433 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 11 | $420 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $190 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $177 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3 | $114 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3 | $113 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $38 | 0.00% | +1 | New |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −2,065,015−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −118,045−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −69,268−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −65,541−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −46,062−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −41,700−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −31,510−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −31,449−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −30,914−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,743−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,708−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −8,539−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −8,219−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −6,927−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −6,721−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −6,583−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −5,290−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −5,275−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −5,125−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −4,415−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,392−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −4,333−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,285−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −4,167−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −592−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Vancity Investment Management Ltd | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |