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, Q2 2025
Institutional positions in National Storage Affiliates Trust as of Jun 30, 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
- 341
- +7 vs. Q1 2025
- Shares held
- 70.1M
- +1.22M (+1.8%) vs. Q1 2025
- Total value
- $2.27B
- −$451.8M (−16.6%) vs. Q1 2025
- New holders
- 63
- 122 more added
- Sold out
- 56
- 117 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Twin Peaks Wealth Advisors, LLC | 2 | $60 | 0.00% | +2 | New |
| Whittier Trust Co of Nevada Inc | 3 | $95 | 0.00% | 00.0% | Unchanged |
| Natixis | 3 | $96 | 0.00% | +3 | New |
| Ameritas Advisory Services, LLC | 4 | $131 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $160 | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 11 | $366 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $512 | 0.00% | −21−56.8% | Reduced |
| Key Financial Inc | 16 | $512 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $576 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $864 | 0.00% | +14+107.7% | Added |
| Bare Financial Services, Inc | 29 | $928 | 0.00% | +11+61.1% | Added |
| UMA Financial Services, Inc. | 29 | $928 | 0.00% | +29 | New |
| Ronald Blue Trust, Inc. | 30 | $960 | 0.00% | −1,702−98.3% | Reduced |
| Prestige Wealth Management Group LLC | 31 | $992 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $1.41K | 0.00% | +5+12.8% | Added |
| WPG Advisers, LLC | 49 | $1.57K | 0.00% | +4+8.9% | Added |
| Brown Brothers Harriman & Co | 49 | $1.57K | 0.00% | +49 | New |
| Clearstead Advisors, LLC | 50 | $1.60K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 57 | $1.82K | 0.00% | +7+14.0% | Added |
| Northwestern Mutual Wealth Management Co | 62 | $1.98K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 72 | $2.30K | 0.00% | −247−77.4% | Reduced |
| MAI Capital Management | 76 | $2.43K | 0.00% | +10+15.2% | Added |
| Bell Investment Advisors, Inc | 90 | $2.88K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 99 | $3.17K | 0.00% | +99 | New |
| First Horizon Advisors, Inc. | 106 | $3.39K | 0.00% | +93+715.4% | Added |
| Fortitude Family Office, LLC | 107 | $3.42K | 0.00% | +107 | New |
| Godsey & Gibb Associates | 115 | $3.68K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 119 | $4.00K | 0.00% | −9−7.0% | Reduced |
| CIBC Private Wealth Group, LLC | 129 | $4.13K | 0.00% | +129 | New |
| Insight Financial Services | 142 | $4.54K | 0.00% | +142 | New |
| Principal Securities, Inc. | 142 | $4.54K | 0.00% | +1+0.7% | Added |
| Fourth Dimension Wealth, LLC | 150 | $4.80K | 0.00% | −600−80.0% | Reduced |
| St Germain D J Co Inc | 167 | $5.34K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 180 | $5.76K | 0.00% | +180 | New |
| Westside Investment Management, Inc. | 181 | $5.92K | 0.00% | +181 | New |
| Farther Finance Advisors, LLC | 187 | $5.98K | 0.00% | −1,315−87.5% | Reduced |
| Danske Bank A/S | 200 | $6.40K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 240 | $7.68K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 249 | $7.95K | 0.00% | +5+2.0% | Added |
| Covestor Ltd | 255 | $8.00K | 0.00% | −6−2.3% | Reduced |
| Bayforest Capital Ltd | 256 | $8.19K | 0.00% | +98+62.0% | Added |
| Caitong International Asset Management Co., Ltd | 278 | $8.89K | 0.01% | +138+98.6% | Added |
| Caldwell Trust Co | 300 | $9.60K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 335 | $10.7K | 0.00% | +335 | New |
| Allworth Financial LP | 375 | $12.0K | 0.00% | −143−27.6% | Reduced |
| Fulcrum Asset Management LLP | 380 | $12.2K | 0.00% | +380 | New |
| EverSource Wealth Advisors, LLC | 389 | $12.4K | 0.00% | +156+67.0% | Added |
| Global Retirement Partners, LLC | 439 | $14.0K | 0.00% | +439 | New |
| Bessemer Group Inc | 455 | $15.0K | 0.00% | −115−20.2% | Reduced |
| Harbor Capital Advisors, Inc. | 473 | $15.0K | 0.00% | +192+68.3% | Added |
| Private Trust Co NA | 481 | $15.4K | 0.00% | −35−6.8% | Reduced |
| Trust Co of Vermont | 500 | $16.0K | 0.00% | +500 | New |
| Matrix Trust Co | 497 | $16.0K | 0.00% | +3+0.6% | Added |
| GWM Advisors LLC | 517 | $16.5K | 0.00% | +2+0.4% | Added |
| Hantz Financial Services, Inc. | 657 | $21.0K | 0.00% | +467+245.8% | Added |
| Jones Financial Companies LLLP | 716 | $22.8K | 0.00% | −744−51.0% | Reduced |
| Geneos Wealth Management Inc. | 721 | $23.1K | 0.00% | +26+3.7% | Added |
| Steward Partners Investment Advisory, LLC | 781 | $25.0K | 0.00% | +14+1.8% | Added |
| Umb Bank N A | 906 | $29.0K | 0.00% | +379+71.9% | Added |
| HM Payson & Co | 977 | $31.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 997 | $31.9K | 0.00% | −711−41.6% | Reduced |
| Huntington National Bank | 1,034 | $33.1K | 0.00% | −30−2.8% | Reduced |
| Smartleaf Asset Management LLC | 1,077 | $34.3K | 0.00% | −1,639−60.3% | Reduced |
| Signaturefd, LLC | 1,112 | $35.6K | 0.00% | −871−43.9% | Reduced |
| Fifth Third Bancorp | 1,271 | $40.7K | 0.00% | −98−7.2% | Reduced |
| GF Fund Management Co. Ltd. | 1,281 | $41.0K | 0.00% | −91−6.6% | Reduced |
| Skopos Labs, Inc. | 1,331 | $42.6K | 0.01% | −214−13.9% | Reduced |
| Advisors Asset Management, Inc. | 1,387 | $44.4K | 0.00% | +581+72.1% | Added |
| Rothschild Investment LLC | 1,469 | $47.0K | 0.00% | +35+2.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,504 | $48.1K | 0.00% | −452−23.1% | Reduced |
| STRS Ohio | 1,683 | $53.8K | 0.00% | +1,683 | New |
| GAMMA Investing LLC | 1,748 | $55.9K | 0.00% | +308+21.4% | Added |
| US Bancorp | 1,873 | $59.9K | 0.00% | −913−32.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,786 | $60.9K | 0.00% | +541+43.5% | Added |
| CWM, LLC | 1,946 | $62.0K | 0.00% | +177+10.0% | Added |
| 1620 Investment Advisors, Inc. | 2,097 | $67.1K | 0.05% | −11,879−85.0% | Reduced |
| KBC Group NV | 2,193 | $70.0K | 0.00% | −1,826−45.4% | Reduced |
| Clear Street Markets LLC | 2,436 | $77.9K | 0.03% | +2,436 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,480 | $79.3K | 0.01% | +1,737+233.8% | Added |
| Pensionfund Sabic | 2,600 | $83.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 3,000 | $95.9K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 3,000 | $96.0K | 0.03% | +3,000 | New |
| Point72 (DIFC) Ltd | 3,130 | $100.1K | 0.01% | +3,130 | New |
| The PNC Financial Services Group, Inc. | 3,236 | $103.5K | 0.00% | −831−20.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,802 | $122.0K | 0.00% | +3,802 | New |
| Federation des caisses Desjardins du Quebec | 4,074 | $130.3K | 0.00% | +4,074 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,285 | $137.1K | 0.01% | +4,285 | New |
| Sterling Capital Management LLC | 4,744 | $151.8K | 0.00% | +835+21.4% | Added |
| Quarry LP | 5,049 | $161.5K | 0.04% | +5,044+100,880.0% | Added |
| Virtus Investment Advisers, Inc. | 5,293 | $169.3K | 0.06% | +1,332+33.6% | Added |
| Securian Asset Management, Inc | 5,302 | $169.6K | 0.00% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 5,300 | $170.0K | 0.11% | 00.0% | Unchanged |
| FIL Ltd | 5,446 | $174.2K | 0.00% | +1,252+29.9% | Added |
| Tower Research Capital LLC (TRC) | 5,476 | $175.2K | 0.00% | +3,335+155.8% | Added |
| IFP Advisors, Inc | 2,499 | $177.3K | 0.01% | −2,721−52.1% | Reduced |
| Mercer Global Advisors Inc | 6,254 | $200.1K | 0.00% | +1,176+23.2% | Added |
| Boothbay Fund Management, LLC | 6,497 | $207.8K | 0.01% | +6,497 | New |
| J. W. Coons Advisors, LLC | 6,745 | $215.8K | 0.05% | −1,262−15.8% | Reduced |
| Avantax Advisory Services, Inc. | 7,069 | $226.1K | 0.00% | −222−3.0% | Reduced |
| Bank of Montreal | 7,241 | $231.6K | 0.00% | −792−9.9% | Reduced |