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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 233 | $9.18K | 0.00% | +192+468.3% | Added |
| Lindbrook Capital, LLC | 214 | $8.43K | 0.00% | +29+15.7% | Added |
| Danske Bank A/S | 200 | $7.88K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 190 | $7.00K | 0.00% | +190 | New |
| St Germain D J Co Inc | 167 | $6.58K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 160 | $6.30K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 158 | $6.22K | 0.00% | +78+97.5% | Added |
| Caitong International Asset Management Co., Ltd | 140 | $5.52K | 0.00% | −1,511−91.5% | Reduced |
| Principal Securities, Inc. | 141 | $5.34K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 130 | $5.12K | 0.00% | +130 | New |
| Ci Investments Inc. | 128 | $5.00K | 0.00% | −3−2.3% | Reduced |
| Capital Analysts, LLC | 123 | $5.00K | 0.00% | +123 | New |
| LGT Financial Advisors LLC | 126 | $4.97K | 0.02% | −795−86.3% | Reduced |
| Promethos Capital, LLC | 120 | $4.73K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 115 | $4.53K | 0.00% | +115 | New |
| Bell Investment Advisors, Inc | 90 | $3.55K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 83 | $3.00K | 0.00% | +83 | New |
| MAI Capital Management | 66 | $2.60K | 0.00% | +43+187.0% | Added |
| Northwestern Mutual Wealth Management Co | 62 | $2.44K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 56 | $2.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $1.97K | 0.00% | +15+42.9% | Added |
| WPG Advisers, LLC | 45 | $1.77K | 0.00% | +23+104.5% | Added |
| Parkside Financial Bank & Trust | 39 | $1.54K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $1.46K | 0.00% | −16−30.2% | Reduced |
| Prestige Wealth Management Group LLC | 31 | $1.22K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 21 | $827 | 0.00% | +21 | New |
| Provenance Wealth Advisors, LLC | 18 | $709 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $709 | 0.00% | +18 | New |
| Key Financial Inc | 16 | $630 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $513 | 0.00% | +13 | New |
| First Horizon Advisors, Inc. | 13 | $512 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $512 | 0.00% | +13 | New |
| Moisand Fitzgerald Tamayo, LLC | 11 | $443 | 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 |
| Dunhill Financial, LLC | 5 | $184 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3 | $118 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −302,399−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −133,346−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −62,906−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −56,635−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −55,156−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −32,529−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −12,486−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −11,758−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −11,724−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,812−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −9,779−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,710−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −9,637−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −9,307−100.0% | Sold out |
| Hunter Perkins Capital Management, LLC | 0 | $0 | 0.00% | −8,650−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,145−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −7,860−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,018−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −6,874−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −6,746−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −6,324−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,121−100.0% | Sold out |
| Johnson & White Wealth Management, LLC | 0 | $0 | 0.00% | −6,106−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −5,602−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,528−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −3,641−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −2,402−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,161−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Ransom Advisory, Ltd | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Mesirow Institutional Investment Management, Inc. | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Criterion Capital Advisors, LLC | – | – | – | – | Not filed |