National Storage Affiliates Trust
NSA2026/7/22 下市- 產業
- Real Estate Investment Trusts
- SEC CIK
- 0001618563
National Storage Affiliates Trust 已在 2026/7/22 下市；內部人最後一份 Form 4 在 2026/7/22 申報；2026 年第 2 季末有 335 家機構在 13F 申報持有，市值合計 $31.7 億；沒有大師持有。
2023 年第 1 季 13F 持有人
National Storage Affiliates Trust 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 305
- 較 2022 年第 4 季 −9 家
- 持有股數
- 7,519 萬
- 較 2022 年第 4 季 −118.5 萬 (−1.6%)
- 總市值
- $31.4 億
- 較 2022 年第 4 季 +$3.86 億 (+14.0%)
- 新進機構
- 37
- 另有 129 家加碼
- 清倉機構
- 46
- 另有 106 家減碼
另有 4 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 NSA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 335 | $31.7 億 |
| 2026 年第 1 季 | 333 | $26.8 億 |
| 2025 年第 4 季 | 329 | $21.5 億 |
| 2025 年第 3 季 | 330 | $21.8 億 |
| 2025 年第 2 季 | 341 | $22.7 億 |
| 2025 年第 1 季 | 338 | $27.2 億 |
| 2024 年第 4 季 | 349 | $25.7 億 |
| 2024 年第 3 季 | 352 | $32.8 億 |
| 2024 年第 2 季 | 359 | $27.7 億 |
| 2024 年第 1 季 | 321 | $26.8 億 |
| 2023 年第 4 季 | 307 | $30.0 億 |
| 2023 年第 3 季 | 299 | $23.2 億 |
| 2023 年第 2 季 | 334 | $26.5 億 |
| 2023 年第 1 季 | 305 | $31.4 億 |
| 2022 年第 4 季 | 318 | $27.6 億 |
| 2022 年第 3 季 | 314 | $32.9 億 |
| 2022 年第 2 季 | 321 | $39.1 億 |
| 2022 年第 1 季 | 301 | $49.4 億 |
| 2021 年第 4 季 | 305 | $53.3 億 |
| 2021 年第 3 季 | 284 | $39.8 億 |
| 2021 年第 2 季 | 253 | $32.3 億 |
| 2021 年第 1 季 | 229 | $25.4 億 |
2023 年第 1 季持有機構
每家機構持有 National Storage Affiliates Trust 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capula Management Ltd | 11,489 | $48.0 萬 | 0.04% | −25,821−69.2% | 減碼 |
| RSM US Wealth Management LLC | 11,284 | $47.1 萬 | 0.02% | +11,284 | 新進 |
| Erste Asset Management GmbH | 11,600 | $46.9 萬 | 0.01% | +4,300+58.9% | 加碼 |
| JustInvest LLC | 11,223 | $46.9 萬 | 0.02% | +3,180+39.5% | 加碼 |
| Xponance, Inc. | 11,196 | $46.8 萬 | 0.01% | −87−0.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 11,038 | $46.1 萬 | 0.00% | −41,587−79.0% | 減碼 |
| State of Wisconsin Investment Board | 10,873 | $45.4 萬 | 0.00% | −70,194−86.6% | 減碼 |
| First Republic Investment Management, Inc. | 10,668 | $44.6 萬 | 0.00% | +3,382+46.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 10,105 | $42.2 萬 | 0.04% | +10,105 | 新進 |
| NJ State Employees Deferred Compensation Plan | 10,000 | $41.8 萬 | 0.06% | 00.0% | 不變 |
| Veritable, L.P. | 9,868 | $41.2 萬 | 0.01% | +3,650+58.7% | 加碼 |
| DuPont Capital Management Corp | 9,677 | $40.4 萬 | 0.02% | +9,677 | 新進 |
| Hancock Whitney Corp | 9,596 | $40.1 萬 | 0.02% | −1,403−12.8% | 減碼 |
| American Assets Investment Management, LLC | 9,494 | $39.7 萬 | 0.05% | 00.0% | 不變 |
| Alps Advisors Inc | 9,427 | $39.4 萬 | 0.00% | −2,293−19.6% | 減碼 |
| Nissay Asset Management Corp | 9,409 | $39.3 萬 | 0.00% | +82+0.9% | 加碼 |
| Van Eck Associates Corp | 9,339 | $39.0 萬 | 0.00% | +483+5.5% | 加碼 |
| Toronto Dominion Bank | 9,133 | $38.1 萬 | 0.00% | +127+1.4% | 加碼 |
| Fisher Asset Management, LLC | 8,878 | $37.1 萬 | 0.00% | −18−0.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 8,815 | $36.8 萬 | 0.00% | +2,368+36.7% | 加碼 |
| Arkadios Wealth Advisors | 8,660 | $36.2 萬 | 0.04% | −1,910−18.1% | 減碼 |
| Qube Research & Technologies Ltd | 8,604 | $35.9 萬 | 0.00% | −308,677−97.3% | 減碼 |
| Jump Financial, LLC | 8,436 | $35.2 萬 | 0.01% | −58,580−87.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 8,281 | $34.6 萬 | 0.00% | +8,281 | 新進 |
| Allspring Global Investments Holdings, LLC | 8,216 | $34.3 萬 | 0.00% | −1,569−16.0% | 減碼 |
| Virtus ETF Advisers LLC | 8,115 | $33.9 萬 | 0.19% | −1,619−16.6% | 減碼 |
| Westfield Capital Management Co LP | 7,860 | $32.8 萬 | 0.00% | 00.0% | 不變 |
| Securian Asset Management, Inc | 7,692 | $32.1 萬 | 0.01% | 00.0% | 不變 |
| Mariner, LLC | 7,680 | $32.1 萬 | 0.00% | −5,978−43.8% | 減碼 |
| Rockefeller Capital Management L.P. | 7,200 | $30.0 萬 | 0.00% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 7,145 | $29.9 萬 | 0.00% | −1,525−17.6% | 減碼 |
| Integrated Wealth Concepts LLC | 6,988 | $29.2 萬 | 0.01% | +29+0.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 6,799 | $28.4 萬 | 0.00% | −147,214−95.6% | 減碼 |
| Maryland State Retirement & Pension System | 6,533 | $27.3 萬 | 0.01% | 00.0% | 不變 |
| Worth Venture Partners, LLC | 6,400 | $26.7 萬 | 0.13% | +1,300+25.5% | 加碼 |
| Whittier Trust Co | 6,357 | $26.6 萬 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 6,248 | $26.1 萬 | 0.04% | 00.0% | 不變 |
| Vestcor Inc | 5,576 | $23.3 萬 | 0.01% | −9,414−62.8% | 減碼 |
| KMG Fiduciary Partners, LLC | 5,501 | $23.0 萬 | 0.03% | +5,501 | 新進 |
| Raymond James Trust N.A. | 5,493 | $22.9 萬 | 0.01% | +5,493 | 新進 |
| Stevens Capital Management LP | 5,397 | $22.5 萬 | 0.06% | +5,397 | 新進 |
| Captrust Financial Advisors | 5,363 | $22.4 萬 | 0.00% | +5,363 | 新進 |
| Virtu Financial LLC | 5,166 | $21.6 萬 | 0.02% | +5,166 | 新進 |
| Quantinno Capital Management LP | 5,167 | $21.6 萬 | 0.01% | +5,167 | 新進 |
| Renaissance Group LLC | 5,151 | $21.5 萬 | 0.01% | +5,151 | 新進 |
| ProShare Advisors LLC | 5,027 | $21.0 萬 | 0.00% | −10,943−68.5% | 減碼 |
| XTX Topco Ltd | 4,888 | $20.4 萬 | 0.04% | +4,888 | 新進 |
| Tower Research Capital LLC (TRC) | 3,407 | $14.2 萬 | 0.00% | −3,510−50.7% | 減碼 |
| Worth Asset Management, LLC | 3,212 | $13.4 萬 | 0.10% | +58+1.8% | 加碼 |
| US Bancorp | 3,194 | $13.3 萬 | 0.00% | −98−3.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,001 | $12.5 萬 | 0.00% | +494+19.7% | 加碼 |
| Metropolitan Life Insurance Co | 2,605 | $10.9 萬 | 0.01% | −11−0.4% | 減碼 |
| Signaturefd, LLC | 2,535 | $10.6 萬 | 0.00% | +992+64.3% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 2,448 | $10.2 萬 | 0.10% | −240−8.9% | 減碼 |
| Covestor Ltd | 2,430 | $10.2 萬 | 0.09% | +321+15.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,296 | $9.60 萬 | 0.02% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 2,019 | $8.44 萬 | 0.02% | −757−27.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,015 | $8.42 萬 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 1,983 | $8.29 萬 | 0.02% | +483+32.2% | 加碼 |
| Parallel Advisors, LLC | 1,967 | $8.22 萬 | 0.00% | +1,742+774.2% | 加碼 |
| Quadrant Capital Group LLC | 1,875 | $7.83 萬 | 0.01% | +1,075+134.4% | 加碼 |
| GWM Advisors LLC | 1,602 | $6.69 萬 | 0.00% | −307−16.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,597 | $6.67 萬 | 0.00% | −643−28.7% | 減碼 |
| Belpointe Asset Management LLC | 1,509 | $6.30 萬 | 0.00% | +343+29.4% | 加碼 |
| Loomis Sayles & Co L P | 1,491 | $6.20 萬 | 0.00% | −1,999−57.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,346 | $5.62 萬 | 0.00% | +525+63.9% | 加碼 |
| Farther Finance Advisors, LLC | 1,297 | $5.42 萬 | 0.02% | +1,293+32,325.0% | 加碼 |
| Carolinas Wealth Consulting LLC | 1,123 | $4.69 萬 | 0.01% | +16+1.4% | 加碼 |
| Huntington National Bank | 1,000 | $4.18 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 977 | $4.08 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 904 | $3.78 萬 | 0.01% | 00.0% | 不變 |
| Tucker Asset Management LLC | 892 | $3.73 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 921 | $3.37 萬 | 0.00% | +1+0.1% | 加碼 |
| Fifth Third Bancorp | 737 | $3.08 萬 | 0.00% | +487+194.8% | 加碼 |
| Advisory Services Network, LLC | 668 | $2.79 萬 | 0.00% | +611+1,071.9% | 加碼 |
| Geneos Wealth Management Inc. | 570 | $2.38 萬 | 0.00% | −1,000−63.7% | 減碼 |
| AdvisorNet Financial, Inc | 525 | $2.19 萬 | 0.00% | +10+1.9% | 加碼 |
| Allworth Financial LP | 518 | $2.16 萬 | 0.00% | +22+4.4% | 加碼 |
| Lindbrook Capital, LLC | 411 | $1.72 萬 | 0.00% | +111+37.0% | 加碼 |
| Caldwell Trust Co | 300 | $1.25 萬 | 0.00% | 00.0% | 不變 |
| Peregrine Capital Management LLC | 290 | $1.21 萬 | 0.00% | +60+26.1% | 加碼 |
| JJJ Advisors Inc. | 290 | $1.14 萬 | 0.00% | −32−9.9% | 減碼 |
| CVA Family Office, LLC | 265 | $1.11 萬 | 0.00% | +255+2,550.0% | 加碼 |
| CWM, LLC | 253 | $1.10 萬 | 0.00% | −155−38.0% | 減碼 |
| Ci Investments Inc. | 252 | $1.10 萬 | 0.00% | +17+7.2% | 加碼 |
| Sunbelt Securities, Inc. | 253 | $1.03 萬 | 0.00% | +253 | 新進 |
| Lee Financial Co | 225 | $9,401 | 0.00% | +60+36.4% | 加碼 |
| Massmutual Trust Co FSB | 219 | $9,150 | 0.00% | +76+53.1% | 加碼 |
| Ronald Blue Trust, Inc. | 230 | $8,000 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 170 | $7,103 | 0.00% | +170 | 新進 |
| Bell Investment Advisors, Inc | 126 | $5,265 | 0.00% | +23+22.3% | 加碼 |
| Truvestments Capital LLC | 100 | $4,178 | 0.00% | −100−50.0% | 減碼 |
| Umb Bank N A | 96 | $4,011 | 0.00% | +16+20.0% | 加碼 |
| Front Row Advisors LLC | 96 | $4,000 | 0.00% | +29+43.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 85 | $3,551 | 0.00% | +20+30.8% | 加碼 |
| Proequities, Inc. | 85 | $3,551 | 0.00% | +85 | 新進 |
| Farmers & Merchants Investments Inc | 37 | $1,546 | 0.00% | 00.0% | 不變 |
| Milestone Investment Advisors LLC | 35 | $1,463 | 0.00% | +35 | 新進 |
| EverSource Wealth Advisors, LLC | 33 | $1,379 | 0.00% | −33−50.0% | 減碼 |
| Glassman Wealth Services | 18 | $752 | 0.00% | 00.0% | 不變 |