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 2026
Institutional positions in National Storage Affiliates Trust as of Jun 30, 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
- 335
- +6 vs. Q1 2026
- Shares held
- 71.5M
- +186.9K (+0.3%) vs. Q1 2026
- Total value
- $3.17B
- +$493.6M (+18.4%) vs. Q1 2026
- New holders
- 50
- 129 more added
- Sold out
- 44
- 104 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding National Storage Affiliates Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 2 | $89 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2 | $89 | 0.00% | +2 | New |
| SHP Wealth Management | 3 | $133 | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 3 | $138 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $173 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $177 | 0.00% | +4 | New |
| Bartlett & Co. Wealth Management LLC | 4 | $178 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $178 | 0.00% | +2+100.0% | Added |
| Basecamp Wealth Advisors LLC | 4 | $178 | 0.00% | +2+100.0% | Added |
| Buck Wealth Strategies, LLC | 5 | $222 | 0.00% | +5 | New |
| Freestone Grove Partners LP | 6 | $267 | 0.00% | +6 | New |
| Cromwell Holdings LLC | 7 | $311 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 10 | $445 | 0.00% | +10 | New |
| Stone House Investment Management, LLC | 13 | $578 | 0.00% | +13 | New |
| Keating Financial Advisory Services, Inc. | 15 | $667 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $800 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $801 | 0.00% | −14−43.8% | Reduced |
| Highline Wealth Partners LLC | 19 | $845 | 0.00% | −231−92.4% | Reduced |
| CVA Family Office, LLC | 20 | $889 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $890 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $1.02K | 0.00% | −19−45.2% | Reduced |
| Cornerstone Planning Group LLC | 28 | $1.10K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 31 | $1.38K | 0.00% | +6+24.0% | Added |
| Essential Partners LLC | 34 | $1.51K | 0.00% | −11−24.4% | Reduced |
| CWM Advisors, LLC | 36 | $1.61K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 39 | $1.73K | 0.00% | +11+39.3% | Added |
| Rialto Wealth Management, LLC | 42 | $1.87K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 48 | $2.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 57 | $2.54K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 62 | $2.76K | 0.00% | −396−86.5% | Reduced |
| Smartleaf Asset Management LLC | 78 | $3.54K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 83 | $3.69K | 0.00% | +50+151.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 93 | $4.14K | 0.00% | +3+3.3% | Added |
| Cornerstone Financial Management LLC | 99 | $4.40K | 0.00% | +84+560.0% | Added |
| Hager Investment Management Services, LLC | 100 | $4.45K | 0.00% | +100 | New |
| International Assets Investment Management, LLC | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 115 | $5.12K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 116 | $5.16K | 0.00% | −136−54.0% | Reduced |
| Fortitude Family Office, LLC | 116 | $5.16K | 0.00% | −119−50.6% | Reduced |
| GWM Advisors LLC | 123 | $5.47K | 0.00% | +1+0.8% | Added |
| True Wealth Design, LLC | 140 | $6.23K | 0.00% | +140 | New |
| Insight Financial Services | 142 | $6.31K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 151 | $6.71K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 155 | $6.89K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 181 | $8.00K | 0.00% | −4−2.2% | Reduced |
| Westside Investment Management, Inc. | 181 | $8.05K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 195 | $8.67K | 0.00% | +33+20.4% | Added |
| Caitong International Asset Management Co., Ltd | 197 | $8.76K | 0.00% | −4,485−95.8% | Reduced |
| Fourth Dimension Wealth, LLC | 200 | $8.89K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 234 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 240 | $10.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 270 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 294 | $13.1K | 0.00% | −1,211−80.5% | Reduced |
| Caldwell Trust Co | 300 | $13.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 306 | $13.6K | 0.00% | +126+70.0% | Added |
| Exchange Traded Concepts, LLC | 325 | $14.5K | 0.00% | −290−47.2% | Reduced |
| Massmutual Trust Co FSB | 346 | $15.4K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 349 | $15.5K | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 380 | $17.2K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 432 | $19.2K | 0.01% | +150+53.2% | Added |
| ZRC Wealth Management, LLC | 432 | $19.2K | 0.01% | +120+38.5% | Added |
| Parkside Financial Bank & Trust | 441 | $19.6K | 0.00% | +321+267.5% | Added |
| Group One Trading, L.P. | 446 | $19.8K | 0.00% | +446 | New |
| Farther Finance Advisors, LLC | 464 | $20.6K | 0.00% | −115−19.9% | Reduced |
| Rossby Financial, LCC | 482 | $21.4K | 0.00% | +15+3.2% | Added |
| 1620 Investment Advisors, Inc. | 497 | $22.1K | 0.01% | −40−7.4% | Reduced |
| Bessemer Group Inc | 606 | $27.0K | 0.00% | −173,379−99.7% | Reduced |
| Advisor Group Holdings, Inc. | 710 | $31.6K | 0.00% | −15−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 745 | $33.1K | 0.00% | −79−9.6% | Reduced |
| Bayforest Capital Ltd | 775 | $34.5K | 0.03% | +775 | New |
| First Horizon Corp | 861 | $38.3K | 0.00% | +784+1,018.2% | Added |
| GF Fund Management Co. Ltd. | 952 | $42.3K | 0.00% | −152−13.8% | Reduced |
| HM Payson & Co | 977 | $43.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 999 | $44.4K | 0.00% | −164−14.1% | Reduced |
| Larson Financial Group LLC | 1,057 | $47.0K | 0.00% | +1,055+52,750.0% | Added |
| Umb Bank N A | 1,078 | $47.9K | 0.00% | −26−2.4% | Reduced |
| Quent Capital, LLC | 1,093 | $48.6K | 0.00% | +237+27.7% | Added |
| Harvest Fund Management Co., Ltd | 1,098 | $49.0K | 0.00% | +1,098 | New |
| Huntington National Bank | 1,132 | $50.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,235 | $54.9K | 0.00% | +774+167.9% | Added |
| STRS Ohio | 1,501 | $66.7K | 0.00% | −183−10.9% | Reduced |
| Nykredit A/S | 1,698 | $75.5K | 0.00% | +1,698 | New |
| SRS Capital Advisors, Inc. | 2,040 | $90.7K | 0.00% | +1,458+250.5% | Added |
| Custom Index Systems, LLC | 2,122 | $94.4K | 0.03% | +2,122 | New |
| Sterling Capital Management LLC | 2,142 | $95.3K | 0.00% | −220−9.3% | Reduced |
| KBC Group NV | 2,193 | $98.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 2,510 | $111.6K | 0.00% | −725−22.4% | Reduced |
| Quarry LP | 2,599 | $115.6K | 0.02% | +2,556+5,944.2% | Added |
| Pensionfund Sabic | 2,600 | $116.0K | 0.12% | 00.0% | Unchanged |
| US Bancorp | 2,612 | $116.2K | 0.00% | +42+1.6% | Added |
| Global Retirement Partners, LLC | 2,619 | $116.5K | 0.00% | +2,619 | New |
| Rothschild Investment LLC | 2,788 | $124.0K | 0.00% | −271−8.9% | Reduced |
| Signaturefd, LLC | 2,918 | $129.8K | 0.00% | +451+18.3% | Added |
| Simplex Trading, LLC | 3,000 | $133.4K | 0.00% | −2,216−42.5% | Reduced |
| Hilltop National Bank | 3,000 | $133.4K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,313 | $147.3K | 0.00% | −1,249−27.4% | Reduced |
| Jones Financial Companies LLLP | 3,388 | $153.9K | 0.00% | +42+1.3% | Added |
| Ronald Blue Trust, Inc. | 3,560 | $158.3K | 0.00% | +1,569+78.8% | Added |
| Tower Research Capital LLC (TRC) | 3,585 | $159.4K | 0.00% | +47+1.3% | Added |
| GAMMA Investing LLC | 3,610 | $160.5K | 0.01% | +665+22.6% | Added |