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, Q1 2025
Institutional positions in National Storage Affiliates Trust as of Mar 31, 2025. 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
- 338
- −5 vs. Q4 2024
- Shares held
- 69.0M
- +2.28M (+3.4%) vs. Q4 2024
- Total value
- $2.72B
- +$193.3M (+7.6%) vs. Q4 2024
- New holders
- 42
- 143 more added
- Sold out
- 47
- 101 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3 | $118 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $184 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 5 | $197 | 0.00% | −921−99.5% | Reduced |
| True Wealth Design, LLC | 5 | $197 | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 11 | $443 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $512 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $512 | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 13 | $513 | 0.00% | +13 | New |
| Key Financial Inc | 16 | $630 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $709 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $709 | 0.00% | +18 | New |
| Highline Wealth Partners LLC | 21 | $827 | 0.00% | +21 | New |
| Prestige Wealth Management Group LLC | 31 | $1.22K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $1.46K | 0.00% | −16−30.2% | Reduced |
| Parkside Financial Bank & Trust | 39 | $1.54K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 45 | $1.77K | 0.00% | +23+104.5% | Added |
| Farmers & Merchants Investments Inc | 50 | $1.97K | 0.00% | +15+42.9% | Added |
| Continuum Advisory, LLC | 56 | $2.21K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 62 | $2.44K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 66 | $2.60K | 0.00% | +43+187.0% | Added |
| NBC Securities, Inc. | 83 | $3.00K | 0.00% | +83 | New |
| Bell Investment Advisors, Inc | 90 | $3.55K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 115 | $4.53K | 0.00% | +115 | New |
| Promethos Capital, LLC | 120 | $4.73K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 126 | $4.97K | 0.02% | −795−86.3% | Reduced |
| Ci Investments Inc. | 128 | $5.00K | 0.00% | −3−2.3% | Reduced |
| Capital Analysts, LLC | 123 | $5.00K | 0.00% | +123 | New |
| Larson Financial Group LLC | 130 | $5.12K | 0.00% | +130 | New |
| Principal Securities, Inc. | 141 | $5.34K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 140 | $5.52K | 0.00% | −1,511−91.5% | Reduced |
| Bayforest Capital Ltd | 158 | $6.22K | 0.00% | +78+97.5% | Added |
| JNBA Financial Advisors | 160 | $6.30K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 167 | $6.58K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 190 | $7.00K | 0.00% | +190 | New |
| Danske Bank A/S | 200 | $7.88K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 214 | $8.43K | 0.00% | +29+15.7% | Added |
| EverSource Wealth Advisors, LLC | 233 | $9.18K | 0.00% | +192+468.3% | Added |
| Quent Capital, LLC | 235 | $9.26K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 240 | $9.46K | 0.01% | −560−70.0% | Reduced |
| Rise Advisors, LLC | 244 | $9.62K | 0.00% | −235−49.1% | Reduced |
| Covestor Ltd | 261 | $10.0K | 0.01% | +4+1.6% | Added |
| Harbor Capital Advisors, Inc. | 281 | $11.0K | 0.00% | −54,573−99.5% | Reduced |
| Caldwell Trust Co | 300 | $11.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 319 | $12.6K | 0.00% | +141+79.2% | Added |
| Marshall Investment Management, LLC | 349 | $13.8K | 0.01% | +349 | New |
| Allworth Financial LP | 518 | $18.9K | 0.00% | +347+202.9% | Added |
| Matrix Trust Co | 494 | $19.0K | 0.00% | +494 | New |
| GWM Advisors LLC | 515 | $20.3K | 0.00% | −3−0.6% | Reduced |
| Private Trust Co NA | 516 | $20.3K | 0.00% | +22+4.5% | Added |
| Umb Bank N A | 527 | $20.8K | 0.00% | +86+19.5% | Added |
| Bessemer Group Inc | 570 | $23.0K | 0.00% | −155−21.4% | Reduced |
| Geneos Wealth Management Inc. | 695 | $27.4K | 0.00% | +88+14.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 743 | $29.3K | 0.01% | −1,684−69.4% | Reduced |
| Fourth Dimension Wealth, LLC | 750 | $29.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 767 | $30.2K | 0.00% | +11+1.5% | Added |
| Advisors Asset Management, Inc. | 806 | $31.8K | 0.00% | +806 | New |
| HM Payson & Co | 977 | $38.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,064 | $41.9K | 0.00% | +1+0.1% | Added |
| Advisor Group Holdings, Inc. | 1,245 | $49.1K | 0.00% | −897−41.9% | Reduced |
| Fifth Third Bancorp | 1,369 | $53.9K | 0.00% | +65+5.0% | Added |
| GF Fund Management Co. Ltd. | 1,372 | $54.1K | 0.00% | +61+4.7% | Added |
| Rothschild Investment LLC | 1,434 | $56.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,460 | $56.5K | 0.00% | +1,064+268.7% | Added |
| GAMMA Investing LLC | 1,440 | $56.7K | 0.00% | +139+10.7% | Added |
| State of Wyoming | 1,472 | $58.0K | 0.01% | −973−39.8% | Reduced |
| Farther Finance Advisors, LLC | 1,502 | $58.6K | 0.00% | −56−3.6% | Reduced |
| Skopos Labs, Inc. | 1,545 | $60.9K | 0.01% | +1,522+6,617.4% | Added |
| Parallel Advisors, LLC | 1,708 | $67.3K | 0.00% | +598+53.9% | Added |
| Ronald Blue Trust, Inc. | 1,732 | $68.2K | 0.00% | +1,732 | New |
| CWM, LLC | 1,769 | $70.0K | 0.00% | −69−3.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,956 | $75.7K | 0.00% | −58−2.9% | Reduced |
| Signaturefd, LLC | 1,983 | $78.1K | 0.00% | +75+3.9% | Added |
| Tower Research Capital LLC (TRC) | 2,141 | $84.4K | 0.00% | −14,368−87.0% | Reduced |
| Pensionfund Sabic | 2,600 | $102.0K | 0.03% | −5,000−65.8% | Reduced |
| Smartleaf Asset Management LLC | 2,716 | $105.1K | 0.01% | +665+32.4% | Added |
| Coldstream Capital Management Inc | 2,714 | $106.9K | 0.00% | +2,714 | New |
| US Bancorp | 2,786 | $109.8K | 0.00% | −3−0.1% | Reduced |
| Whittier Trust Co | 3,000 | $118.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,909 | $154.0K | 0.00% | −210−5.1% | Reduced |
| Virtus Investment Advisers, Inc. | 3,961 | $156.1K | 0.04% | +3,961 | New |
| KBC Group NV | 4,019 | $158.0K | 0.00% | +168+4.4% | Added |
| The PNC Financial Services Group, Inc. | 4,067 | $160.2K | 0.00% | −183−4.3% | Reduced |
| FIL Ltd | 4,194 | $165.2K | 0.00% | +2,169+107.1% | Added |
| Kestra Investment Management, LLC | 5,034 | $198.3K | 0.01% | +5,034 | New |
| Mercer Global Advisors Inc | 5,078 | $200.1K | 0.00% | +5,078 | New |
| Crossmark Global Holdings, Inc. | 5,103 | $201.1K | 0.00% | +5,103 | New |
| IFP Advisors, Inc | 5,220 | $205.7K | 0.01% | +4,200+411.8% | Added |
| Securian Asset Management, Inc | 5,302 | $208.9K | 0.01% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 5,300 | $209.0K | 0.14% | −10,500−66.5% | Reduced |
| Ritholtz Wealth Management | 5,311 | $209.2K | 0.01% | −7,595−58.8% | Reduced |
| Pacific Point Advisors, LLC | 5,408 | $213.1K | 0.12% | +5,408 | New |
| Fiduciary Trust Co | 5,614 | $221.2K | 0.00% | +5,614 | New |
| Concurrent Investment Advisors, LLC | 5,932 | $233.7K | 0.01% | +413+7.5% | Added |
| Renaissance Group LLC | 5,982 | $235.7K | 0.01% | −322−5.1% | Reduced |
| Norris Financial Group, LLC | 6,000 | $236.4K | 0.11% | +6,000 | New |
| Flagship Harbor Advisors, LLC | 6,001 | $236.4K | 0.01% | +87+1.5% | Added |
| Arete Wealth Advisors, LLC | 7,240 | $247.0K | 0.02% | +7,240 | New |
| Atria Investments LLC | 6,512 | $256.6K | 0.00% | +799+14.0% | Added |
| Integrated Wealth Concepts LLC | 6,746 | $265.8K | 0.00% | +165+2.5% | Added |