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 2026
Institutional positions in National Storage Affiliates Trust as of Mar 31, 2026. 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
- 333
- +11 vs. Q4 2025
- Shares held
- 71.4M
- +5.73M (+8.7%) vs. Q4 2025
- Total value
- $2.68B
- +$827.3M (+44.6%) vs. Q4 2025
- New holders
- 73
- 112 more added
- Sold out
- 62
- 96 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3 | $118 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $147 | 0.00% | −1−25.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4 | $166 | 0.00% | +4 | New |
| Cromwell Holdings LLC | 7 | $264 | 0.00% | +7 | New |
| Keating Financial Advisory Services, Inc. | 15 | $566 | 0.00% | +15 | New |
| Cornerstone Financial Management LLC | 15 | $566 | 0.00% | +15 | New |
| Key Financial Inc | 16 | $604 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $679 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $755 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $755 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $944 | 0.00% | −265−91.4% | Reduced |
| WPG Advisers, LLC | 28 | $1.06K | 0.00% | −21−42.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 30 | $1.13K | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 28 | $1.15K | 0.00% | +1+3.7% | Added |
| Prestige Wealth Management Group LLC | 31 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 32 | $1.21K | 0.00% | +32 | New |
| UMA Financial Services, Inc. | 33 | $1.25K | 0.00% | −18−35.3% | Reduced |
| CWM Advisors, LLC | 36 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $1.58K | 0.00% | +42 | New |
| Rialto Wealth Management, LLC | 42 | $1.59K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 43 | $1.62K | 0.00% | −504−92.1% | Reduced |
| Essential Partners LLC | 45 | $1.70K | 0.00% | −4−8.2% | Reduced |
| NBT Bank N A | 48 | $1.81K | 0.00% | +48 | New |
| Capital Analysts, LLC | 64 | $2.00K | 0.00% | +64 | New |
| Farmers & Merchants Investments Inc | 57 | $2.15K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 78 | $2.89K | 0.00% | +12+18.2% | Added |
| First Horizon Corp | 77 | $2.91K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 90 | $3.40K | 0.00% | +70+350.0% | Added |
| Root Financial Partners, LLC | 99 | $3.74K | 0.00% | +99 | New |
| JPL Wealth Management, LLC | 100 | $3.77K | 0.00% | +100 | New |
| International Assets Investment Management, LLC | 100 | $3.85K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 115 | $4.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 120 | $4.53K | 0.00% | +108+900.0% | Added |
| GWM Advisors LLC | 122 | $4.60K | 0.00% | −148−54.8% | Reduced |
| Insight Financial Services | 142 | $5.36K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 151 | $5.70K | 0.00% | +151 | New |
| Private Trust Co NA | 155 | $5.85K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 162 | $6.11K | 0.00% | +133+458.6% | Added |
| Fifth Third Bancorp | 180 | $6.79K | 0.00% | −789−81.4% | Reduced |
| Covestor Ltd | 185 | $7.00K | 0.00% | −84−31.2% | Reduced |
| Westside Investment Management, Inc. | 181 | $7.08K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $7.55K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 234 | $8.83K | 0.00% | +234 | New |
| Fortitude Family Office, LLC | 235 | $8.86K | 0.00% | +119+102.6% | Added |
| Bellevue Asset Management, LLC | 240 | $9.06K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $9.44K | 0.00% | +250 | New |
| Atlantic Trust, LLC | 252 | $9.51K | 0.00% | +252 | New |
| Geneos Wealth Management Inc. | 270 | $10.2K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 282 | $10.6K | 0.01% | −434−60.6% | Reduced |
| Innovative Asset Advisors Group, LLC | 294 | $11.1K | 0.01% | +294 | New |
| Caldwell Trust Co | 300 | $11.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 312 | $11.8K | 0.00% | −331−51.5% | Reduced |
| Massmutual Trust Co FSB | 346 | $13.1K | 0.00% | +143+70.4% | Added |
| Marshall Investment Management, LLC | 349 | $13.2K | 0.01% | +349 | New |
| Fulcrum Asset Management LLP | 380 | $14.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 416 | $15.7K | 0.00% | +416 | New |
| Los Angeles Capital Management LLC | 434 | $16.4K | 0.00% | +434 | New |
| Northwestern Mutual Wealth Management Co | 458 | $17.3K | 0.00% | +396+638.7% | Added |
| Versant Capital Management, Inc | 461 | $17.4K | 0.00% | +180+64.1% | Added |
| Rossby Financial, LCC | 467 | $18.0K | 0.00% | +112+31.5% | Added |
| 1620 Investment Advisors, Inc. | 537 | $20.3K | 0.01% | −30−5.3% | Reduced |
| SRS Capital Advisors, Inc. | 582 | $22.0K | 0.00% | −92−13.6% | Reduced |
| Farther Finance Advisors, LLC | 579 | $22.3K | 0.00% | +250+76.0% | Added |
| Exchange Traded Concepts, LLC | 615 | $23.2K | 0.00% | −184,808−99.7% | Reduced |
| Advisor Group Holdings, Inc. | 725 | $27.4K | 0.00% | +56+8.4% | Added |
| Steward Partners Investment Advisory, LLC | 824 | $31.1K | 0.00% | +12+1.5% | Added |
| Quent Capital, LLC | 856 | $32.3K | 0.00% | +8+0.9% | Added |
| HM Payson & Co | 977 | $36.9K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,104 | $41.7K | 0.00% | −104−8.6% | Reduced |
| Umb Bank N A | 1,104 | $41.7K | 0.00% | −21−1.9% | Reduced |
| Huntington National Bank | 1,132 | $42.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,163 | $43.9K | 0.00% | +590+103.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,505 | $56.8K | 0.00% | −626−29.4% | Reduced |
| STRS Ohio | 1,684 | $63.6K | 0.00% | −60,402−97.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,991 | $75.1K | 0.00% | +1,961+6,536.7% | Added |
| Ancora Advisors, LLC | 2,146 | $81.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,193 | $83.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,362 | $89.1K | 0.00% | −1,803−43.3% | Reduced |
| Signaturefd, LLC | 2,467 | $93.1K | 0.00% | +754+44.0% | Added |
| US Bancorp | 2,570 | $97.0K | 0.00% | +865+50.7% | Added |
| Pensionfund Sabic | 2,600 | $98.0K | 0.12% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,945 | $111.1K | 0.01% | +1,940+193.0% | Added |
| Hilltop National Bank | 3,000 | $113.2K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,059 | $115.4K | 0.01% | +1,058+52.9% | Added |
| FIL Ltd | 3,235 | $122.1K | 0.00% | −690−17.6% | Reduced |
| Jones Financial Companies LLLP | 3,346 | $124.0K | 0.00% | +1,757+110.6% | Added |
| Tower Research Capital LLC (TRC) | 3,538 | $133.5K | 0.00% | −636−15.2% | Reduced |
| CWM, LLC | 3,879 | $146.4K | 0.00% | +279+7.8% | Added |
| Parallel Advisors, LLC | 3,892 | $146.9K | 0.00% | +776+24.9% | Added |
| Quantbot Technologies LP | 4,073 | $153.7K | 0.01% | +3,936+2,873.0% | Added |
| Quadrant Capital Group LLC | 4,217 | $159.2K | 0.00% | +1,992+89.5% | Added |
| HGK Asset Management Inc | 4,221 | $159.3K | 0.02% | −15,657−78.8% | Reduced |
| IFP Advisors, Inc | 4,562 | $172.2K | 0.00% | +31+0.7% | Added |
| Caitong International Asset Management Co., Ltd | 4,682 | $176.7K | 0.03% | +1,198+34.4% | Added |
| The PNC Financial Services Group, Inc. | 4,759 | $179.6K | 0.00% | +1,126+31.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,912 | $185.4K | 0.00% | +232+5.0% | Added |