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 3 季 13F 持有人
National Storage Affiliates Trust 在 2023/9/30 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
- 299
- 較 2023 年第 2 季 −32 家
- 持有股數
- 7,323 萬
- 較 2023 年第 2 季 −267.9 萬 (−3.5%)
- 總市值
- $23.2 億
- 較 2023 年第 2 季 −$3.23 億 (−12.2%)
- 新進機構
- 34
- 另有 120 家加碼
- 清倉機構
- 66
- 另有 109 家減碼
另有 3 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 10 | $323 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 12 | $380 | 0.00% | +11+1,100.0% | 加碼 |
| First Horizon Advisors, Inc. | 13 | $413 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 17 | $540 | 0.00% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 17 | $540 | 0.00% | +17 | 新進 |
| Steward Financial Group LLC | 35 | $1,000 | 0.00% | +35 | 新進 |
| Parkside Financial Bank & Trust | 34 | $1,080 | 0.00% | +12+54.5% | 加碼 |
| Farmers & Merchants Investments Inc | 35 | $1,111 | 0.00% | −2−5.4% | 減碼 |
| Milestone Investment Advisors LLC | 35 | $1,111 | 0.00% | +35 | 新進 |
| Glassman Wealth Services | 37 | $1,174 | 0.00% | +16+76.2% | 加碼 |
| IFP Advisors, Inc | 56 | $1,777 | 0.00% | +39+229.4% | 加碼 |
| Venturi Wealth Management, LLC | 68 | $2,159 | 0.00% | +68 | 新進 |
| Cary Street Partner Investment Advisory LLC | 85 | $2,698 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 96 | $3,047 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 97 | $3,079 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 98 | $3,111 | 0.00% | +86+716.7% | 加碼 |
| Quent Capital, LLC | 138 | $4,380 | 0.00% | +118+590.0% | 加碼 |
| Bell Investment Advisors, Inc | 144 | $4,571 | 0.00% | +42+41.2% | 加碼 |
| Fifth Third Bancorp | 220 | $6,983 | 0.00% | −218−49.8% | 減碼 |
| Ronald Blue Trust, Inc. | 200 | $7,000 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 225 | $7,142 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 253 | $8,041 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 270 | $8,570 | 0.00% | +6+2.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 274 | $8,697 | 0.00% | +274 | 新進 |
| JJJ Advisors Inc. | 277 | $8,792 | 0.00% | −13−4.5% | 減碼 |
| Peregrine Capital Management LLC | 290 | $9,205 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 300 | $9,522 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 309 | $9,808 | 0.00% | +126+68.9% | 加碼 |
| Ci Investments Inc. | 361 | $1.10 萬 | 0.00% | +5+1.4% | 加碼 |
| GWM Advisors LLC | 400 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 483 | $1.50 萬 | 0.00% | −1,813−79.0% | 減碼 |
| NBC Securities, Inc. | 541 | $1.70 萬 | 0.00% | +541 | 新進 |
| Carmel Capital Partners, LLC | 680 | $2.16 萬 | 0.01% | +680 | 新進 |
| Lindbrook Capital, LLC | 760 | $2.41 萬 | 0.00% | +410+117.1% | 加碼 |
| Allworth Financial LP | 828 | $2.63 萬 | 0.00% | +377+83.6% | 加碼 |
| Global Retirement Partners, LLC | 903 | $2.76 萬 | 0.00% | +12+1.3% | 加碼 |
| Loomis Sayles & Co L P | 947 | $3.00 萬 | 0.00% | −1,059−52.8% | 減碼 |
| HM Payson & Co | 977 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 999 | $3.17 萬 | 0.00% | +599+149.8% | 加碼 |
| Huntington National Bank | 1,000 | $3.17 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,015 | $3.22 萬 | 0.00% | +807+388.0% | 加碼 |
| KBC Group NV | 1,089 | $3.50 萬 | 0.00% | +1,089 | 新進 |
| Farther Finance Advisors, LLC | 1,293 | $4.10 萬 | 0.01% | −4−0.3% | 減碼 |
| Quarry LP | 1,321 | $4.19 萬 | 0.03% | +809+158.0% | 加碼 |
| Whittier Trust Co of Nevada Inc | 1,346 | $4.27 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,570 | $4.98 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 2,158 | $6.80 萬 | 0.00% | +2,158 | 新進 |
| Covestor Ltd | 2,228 | $7.10 萬 | 0.05% | +270+13.8% | 加碼 |
| CWM, LLC | 2,248 | $7.10 萬 | 0.00% | +1,129+100.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,333 | $7.40 萬 | 0.00% | +736+46.1% | 加碼 |
| Bessemer Group Inc | 2,397 | $7.60 萬 | 0.00% | −268,319−99.1% | 減碼 |
| Metropolitan Life Insurance Co | 2,548 | $8.09 萬 | 0.00% | +40+1.6% | 加碼 |
| Whittier Trust Co | 3,129 | $9.93 萬 | 0.00% | 00.0% | 不變 |
| PEAK6 Investments LLC | 3,587 | $11.4 萬 | 0.01% | −247−6.4% | 減碼 |
| LGT Financial Advisors LLC | 3,715 | $11.8 萬 | 0.15% | +3,715 | 新進 |
| US Bancorp | 4,644 | $14.7 萬 | 0.00% | +2,585+125.5% | 加碼 |
| Quadrant Capital Group LLC | 5,657 | $18.0 萬 | 0.02% | +4,197+287.5% | 加碼 |
| Virtus ETF Advisers LLC | 5,761 | $18.3 萬 | 0.11% | +160+2.9% | 加碼 |
| Signaturefd, LLC | 5,841 | $18.5 萬 | 0.00% | +4,313+282.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,038 | $19.2 萬 | 0.00% | +1,709+39.5% | 加碼 |
| Federated Hermes, Inc. | 6,466 | $20.5 萬 | 0.00% | −406,417−98.4% | 減碼 |
| Maryland State Retirement & Pension System | 6,533 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 6,696 | $21.3 萬 | 0.01% | +6,696 | 新進 |
| Securian Asset Management, Inc | 7,029 | $22.3 萬 | 0.01% | −286−3.9% | 減碼 |
| Versor Investments LP | 7,500 | $23.8 萬 | 0.05% | +7,500 | 新進 |
| Mariner, LLC | 7,625 | $24.2 萬 | 0.00% | +1,143+17.6% | 加碼 |
| Alps Advisors Inc | 7,626 | $24.2 萬 | 0.00% | −1,572−17.1% | 減碼 |
| Westfield Capital Management Co LP | 7,860 | $24.9 萬 | 0.00% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 9,111 | $25.6 萬 | 0.04% | +9,111 | 新進 |
| Integrated Wealth Concepts LLC | 8,093 | $25.7 萬 | 0.00% | +449+5.9% | 加碼 |
| HGI Capital Management, LLC | 8,144 | $25.8 萬 | 0.29% | +8,144 | 新進 |
| Fernwood Investment Management, LLC | 6,387 | $26.3 萬 | 0.09% | +151+2.4% | 加碼 |
| Vident Advisory, LLC | 8,364 | $26.5 萬 | 0.01% | +8,364 | 新進 |
| Worth Venture Partners, LLC | 8,800 | $27.9 萬 | 0.17% | +700+8.6% | 加碼 |
| NWF Advisory Services Inc. | 8,853 | $28.1 萬 | 0.07% | +8,853 | 新進 |
| Fisher Asset Management, LLC | 8,878 | $28.2 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 8,900 | $28.2 萬 | 0.00% | +8,900 | 新進 |
| Inceptionr LLC | 8,944 | $28.4 萬 | 0.16% | −1,796−16.7% | 減碼 |
| Toronto Dominion Bank | 9,092 | $28.9 萬 | 0.00% | +192+2.2% | 加碼 |
| CenterBook Partners LP | 9,176 | $29.1 萬 | 0.04% | +9,176 | 新進 |
| Van Eck Associates Corp | 9,424 | $29.9 萬 | 0.00% | +391+4.3% | 加碼 |
| First Hawaiian Bank | 9,731 | $30.9 萬 | 0.01% | −10.0% | 減碼 |
| Nissay Asset Management Corp | 9,778 | $31.0 萬 | 0.00% | −13−0.1% | 減碼 |
| Pekin Hardy Strauss, Inc. | 9,855 | $31.3 萬 | 0.05% | +9,855 | 新進 |
| Allspring Global Investments Holdings, LLC | 9,872 | $31.3 萬 | 0.00% | +67+0.7% | 加碼 |
| Xponance, Inc. | 9,955 | $31.6 萬 | 0.00% | −179−1.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 9,969 | $31.6 萬 | 0.00% | −3,331−25.0% | 減碼 |
| Arkadios Wealth Advisors | 9,971 | $31.6 萬 | 0.03% | +1,321+15.3% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 10,000 | $31.7 萬 | 0.05% | 00.0% | 不變 |
| Erste Asset Management GmbH | 10,200 | $32.4 萬 | 0.01% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 10,281 | $32.6 萬 | 0.00% | +3,595+53.8% | 加碼 |
| Mirabella Financial Services LLP | 10,323 | $32.8 萬 | 0.05% | −8,116−44.0% | 減碼 |
| Peak Financial Advisors LLC | 10,355 | $32.9 萬 | 0.36% | +10,355 | 新進 |
| First Republic Investment Management, Inc. | 10,623 | $33.7 萬 | 0.00% | −5,246−33.1% | 減碼 |
| State of Wisconsin Investment Board | 10,944 | $34.7 萬 | 0.00% | +1,813+19.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 11,179 | $35.5 萬 | 0.00% | −31,714−73.9% | 減碼 |
| Hunter Perkins Capital Management, LLC | 11,275 | $35.8 萬 | 0.08% | +2,625+30.3% | 加碼 |
| RSM US Wealth Management LLC | 11,382 | $36.1 萬 | 0.01% | +173+1.5% | 加碼 |
| Quadrature Capital Ltd | 11,545 | $36.6 萬 | 0.01% | +11,545 | 新進 |
| Pictet & Cie (Europe) SA | 11,838 | $37.6 萬 | 0.01% | 00.0% | 不變 |