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, Q3 2025
Institutional positions in National Storage Affiliates Trust as of Sep 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
- 330
- −7 vs. Q2 2025
- Shares held
- 72.1M
- +2.71M (+3.9%) vs. Q2 2025
- Total value
- $2.18B
- −$64.4M (−2.9%) vs. Q2 2025
- New holders
- 37
- 121 more added
- Sold out
- 44
- 120 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $31 | 0.00% | +1 | New |
| Whittier Trust Co of Nevada Inc | 3 | $91 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $151 | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 12 | $352 | 0.00% | +1+9.1% | Added |
| Versant Capital Management, Inc | 16 | $484 | 0.00% | −83−83.8% | Reduced |
| Sachetta, LLC | 16 | $484 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 16 | $484 | 0.00% | +16 | New |
| CVA Family Office, LLC | 16 | $484 | 0.00% | +16 | New |
| Essential Partners LLC | 16 | $484 | 0.00% | +16 | New |
| Key Financial Inc | 16 | $485 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $544 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $756 | 0.00% | +25 | New |
| Guerra Advisors Inc | 25 | $770 | 0.00% | +25 | New |
| Rialto Wealth Management, LLC | 27 | $816 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $937 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 37 | $1.12K | 0.00% | −105−73.9% | Reduced |
| Ronald Blue Trust, Inc. | 40 | $1.21K | 0.00% | +10+33.3% | Added |
| Brown Brothers Harriman & Co | 49 | $1.48K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 49 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 55 | $1.66K | 0.00% | +26+89.7% | Added |
| Farmers & Merchants Investments Inc | 57 | $1.72K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 61 | $1.84K | 0.00% | +61 | New |
| Northwestern Mutual Wealth Management Co | 62 | $1.87K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 62 | $1.87K | 0.00% | +33+113.8% | Added |
| EverSource Wealth Advisors, LLC | 64 | $1.93K | 0.00% | −325−83.5% | Reduced |
| First Horizon Corp | 77 | $2.33K | 0.00% | +77 | New |
| Clearstead Advisors, LLC | 82 | $2.48K | 0.00% | +32+64.0% | Added |
| Bell Investment Advisors, Inc | 90 | $2.72K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 100 | $3.02K | 0.00% | +100 | New |
| Godsey & Gibb Associates | 115 | $3.48K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 121 | $3.66K | 0.00% | +49+68.1% | Added |
| Ci Investments Inc. | 117 | $4.00K | 0.00% | −2−1.7% | Reduced |
| CIBC Private Wealth Group, LLC | 133 | $4.02K | 0.00% | +4+3.1% | Added |
| Insight Financial Services | 142 | $4.29K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 150 | $4.53K | 0.00% | −756−83.4% | Reduced |
| Fourth Dimension Wealth, LLC | 150 | $4.53K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 167 | $5.05K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 180 | $5.44K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 181 | $5.48K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $6.04K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 240 | $7.25K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 245 | $7.41K | 0.00% | +201+456.8% | Added |
| Rise Advisors, LLC | 253 | $7.65K | 0.00% | +4+1.6% | Added |
| GW&K Investment Management, LLC | 257 | $8.00K | 0.00% | −67,436−99.6% | Reduced |
| Covestor Ltd | 269 | $8.00K | 0.00% | +14+5.5% | Added |
| Caldwell Trust Co | 300 | $9.07K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 369 | $11.2K | 0.00% | −708−65.7% | Reduced |
| Fulcrum Asset Management LLP | 380 | $11.5K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 410 | $12.0K | 0.00% | −87−17.5% | Reduced |
| Private Trust Co NA | 429 | $13.0K | 0.00% | −52−10.8% | Reduced |
| Simplex Trading, LLC | 461 | $13.0K | 0.00% | +461 | New |
| Allworth Financial LP | 441 | $13.3K | 0.00% | +66+17.6% | Added |
| 1620 Investment Advisors, Inc. | 455 | $13.8K | 0.01% | −1,642−78.3% | Reduced |
| Advisory Services Network, LLC | 472 | $14.3K | 0.00% | +472 | New |
| GWM Advisors LLC | 518 | $15.7K | 0.00% | +1+0.2% | Added |
| Global Retirement Partners, LLC | 526 | $15.9K | 0.00% | +87+19.8% | Added |
| Geneos Wealth Management Inc. | 570 | $17.2K | 0.00% | −151−20.9% | Reduced |
| Quent Capital, LLC | 579 | $17.5K | 0.00% | +579 | New |
| Caitong International Asset Management Co., Ltd | 641 | $19.4K | 0.01% | +363+130.6% | Added |
| Bessemer Group Inc | 670 | $21.0K | 0.00% | +215+47.3% | Added |
| Fifth Third Bancorp | 749 | $22.6K | 0.00% | −522−41.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 796 | $24.0K | 0.00% | +15+1.9% | Added |
| Farther Finance Advisors, LLC | 822 | $24.8K | 0.00% | +635+339.6% | Added |
| HM Payson & Co | 977 | $29.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,044 | $31.5K | 0.00% | +10+1.0% | Added |
| GF Fund Management Co. Ltd. | 1,223 | $37.0K | 0.00% | −58−4.5% | Reduced |
| Jones Financial Companies LLLP | 1,302 | $39.5K | 0.00% | +586+81.8% | Added |
| US Bancorp | 1,326 | $40.1K | 0.00% | −547−29.2% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 1,360 | $41.1K | 0.02% | +1,360 | New |
| Parallel Advisors, LLC | 1,421 | $42.9K | 0.00% | +424+42.5% | Added |
| Rothschild Investment LLC | 1,454 | $43.9K | 0.00% | −15−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,420 | $43.9K | 0.00% | −366−20.5% | Reduced |
| Signaturefd, LLC | 1,467 | $44.3K | 0.00% | +355+31.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,592 | $48.1K | 0.00% | +88+5.9% | Added |
| Quadrant Capital Group LLC | 1,610 | $48.7K | 0.00% | +1,610 | New |
| Point72 Europe (London) LLP | 1,688 | $51.0K | 0.00% | +1,688 | New |
| Tower Research Capital LLC (TRC) | 1,720 | $52.0K | 0.00% | −3,756−68.6% | Reduced |
| The PNC Financial Services Group, Inc. | 1,973 | $59.6K | 0.00% | −1,263−39.0% | Reduced |
| CWM, LLC | 2,084 | $63.0K | 0.00% | +138+7.1% | Added |
| KBC Group NV | 2,193 | $66.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,463 | $74.4K | 0.02% | −2,586−51.2% | Reduced |
| GAMMA Investing LLC | 2,594 | $78.4K | 0.00% | +846+48.4% | Added |
| Pensionfund Sabic | 2,600 | $79.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,809 | $84.9K | 0.00% | +1,422+102.5% | Added |
| Whittier Trust Co | 3,000 | $90.5K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 3,000 | $90.7K | 0.02% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 3,842 | $116.1K | 0.01% | +712+22.7% | Added |
| IFP Advisors, Inc | 4,020 | $121.5K | 0.00% | +1,521+60.9% | Added |
| Sterling Capital Management LLC | 4,353 | $131.5K | 0.00% | −391−8.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,462 | $134.8K | 0.00% | +388+9.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,574 | $138.0K | 0.00% | +772+20.3% | Added |
| Securian Asset Management, Inc | 5,243 | $158.4K | 0.00% | −59−1.1% | Reduced |
| Pensionfund DSM Netherlands | 5,300 | $160.0K | 0.10% | 00.0% | Unchanged |
| FIL Ltd | 5,509 | $166.5K | 0.00% | +63+1.2% | Added |
| Virtus Investment Advisers, Inc. | 5,784 | $174.8K | 0.05% | +491+9.3% | Added |
| Federated Hermes, Inc. | 6,307 | $190.6K | 0.00% | −4,287−40.5% | Reduced |
| MAI Capital Management | 6,573 | $198.6K | 0.00% | +6,497+8,548.7% | Added |
| Oppenheimer & Co Inc | 6,638 | $200.6K | 0.00% | −1,035−13.5% | Reduced |
| Syon Capital LLC | 6,667 | $201.5K | 0.01% | +6,667 | New |
| Arkadios Wealth Advisors | 6,681 | $201.9K | 0.00% | −1,784−21.1% | Reduced |