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 4 季 13F 持有人
National Storage Affiliates Trust 在 2023/12/31 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
- 307
- 較 2023 年第 3 季 +11 家
- 持有股數
- 7,243 萬
- 較 2023 年第 3 季 −78.2 萬 (−1.1%)
- 總市值
- $30.0 億
- 較 2023 年第 3 季 +$6.80 億 (+29.3%)
- 新進機構
- 46
- 另有 82 家加碼
- 清倉機構
- 35
- 另有 142 家減碼
另有 3 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 19 | $0 | 0.00% | −2,139−99.1% | 減碼 |
| Assetmark, Inc | 7 | $290 | 0.00% | +7 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 10 | $429 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 12 | $497 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 13 | $539 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 15 | $622 | 0.00% | −255−94.4% | 減碼 |
| Provenance Wealth Advisors, LLC | 18 | $746 | 0.00% | +1+5.9% | 加碼 |
| GAMMA Investing LLC | 23 | $859 | 0.00% | +23 | 新進 |
| Sunbelt Securities, Inc. | 21 | $871 | 0.00% | −232−91.7% | 減碼 |
| Loomis Sayles & Co L P | 15 | $1,000 | 0.00% | −932−98.4% | 減碼 |
| Valley National Advisers Inc | 35 | $1,000 | 0.00% | +35 | 新進 |
| Jones Financial Companies LLLP | 25 | $1,037 | 0.00% | +25 | 新進 |
| Prestige Wealth Management Group LLC | 31 | $1,286 | 0.00% | +31 | 新進 |
| Farmers & Merchants Investments Inc | 35 | $1,451 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 37 | $1,535 | 0.00% | +37 | 新進 |
| Parkside Financial Bank & Trust | 39 | $1,618 | 0.00% | +5+14.7% | 加碼 |
| Massmutual Trust Co FSB | 51 | $2,115 | 0.00% | −258−83.5% | 減碼 |
| IFP Advisors, Inc | 76 | $3,151 | 0.00% | +20+35.7% | 加碼 |
| Bell Investment Advisors, Inc | 90 | $3,733 | 0.00% | −54−37.5% | 減碼 |
| Umb Bank N A | 96 | $3,981 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 103 | $4,271 | 0.00% | −35−25.4% | 減碼 |
| Ci Investments Inc. | 124 | $5,000 | 0.00% | −237−65.7% | 減碼 |
| Principal Securities, Inc. | 129 | $5,350 | 0.00% | +129 | 新進 |
| Venturi Wealth Management, LLC | 142 | $5,889 | 0.00% | +74+108.8% | 加碼 |
| Allworth Financial LP | 177 | $7,341 | 0.00% | −651−78.6% | 減碼 |
| Lee Financial Co | 225 | $9,331 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 259 | $1.07 萬 | 0.00% | −501−65.9% | 減碼 |
| Criterion Capital Advisors, LLC | 260 | $1.08 萬 | 0.01% | +260 | 新進 |
| JJJ Advisors Inc. | 277 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Peregrine Capital Management LLC | 290 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 300 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 483 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 490 | $2.03 萬 | 0.01% | −831−62.9% | 減碼 |
| Advisory Services Network, LLC | 493 | $2.04 萬 | 0.00% | +493 | 新進 |
| NBC Securities, Inc. | 518 | $2.10 萬 | 0.00% | −23−4.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 544 | $2.30 萬 | 0.00% | +544 | 新進 |
| Geneos Wealth Management Inc. | 570 | $2.36 萬 | 0.00% | −1,000−63.7% | 減碼 |
| GWM Advisors LLC | 669 | $2.77 萬 | 0.00% | +269+67.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 736 | $3.05 萬 | 0.00% | −1,597−68.5% | 減碼 |
| Sound Income Strategies, LLC | 799 | $3.31 萬 | 0.00% | −200−20.0% | 減碼 |
| Global Retirement Partners, LLC | 978 | $3.77 萬 | 0.00% | +75+8.3% | 加碼 |
| Parallel Advisors, LLC | 947 | $3.93 萬 | 0.00% | −68−6.7% | 減碼 |
| HM Payson & Co | 977 | $4.05 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1,000 | $4.15 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 1,089 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,181 | $4.90 萬 | 0.00% | +961+436.8% | 加碼 |
| Signaturefd, LLC | 1,230 | $5.10 萬 | 0.00% | −4,611−78.9% | 減碼 |
| Farther Finance Advisors, LLC | 1,347 | $5.59 萬 | 0.00% | +54+4.2% | 加碼 |
| CWM, LLC | 1,795 | $7.40 萬 | 0.00% | −453−20.2% | 減碼 |
| Quadrant Capital Group LLC | 1,798 | $7.46 萬 | 0.01% | −3,859−68.2% | 減碼 |
| Bessemer Group Inc | 2,327 | $9.60 萬 | 0.00% | −70−2.9% | 減碼 |
| Metropolitan Life Insurance Co | 2,365 | $9.81 萬 | 0.00% | −183−7.2% | 減碼 |
| US Bancorp | 2,625 | $10.9 萬 | 0.00% | −2,019−43.5% | 減碼 |
| Covestor Ltd | 2,683 | $11.2 萬 | 0.08% | +455+20.4% | 加碼 |
| LGT Financial Advisors LLC | 3,698 | $15.3 萬 | 0.19% | −17−0.5% | 減碼 |
| Ronald Blue Trust, Inc. | 5,368 | $17.1 萬 | 0.00% | +5,168+2,584.0% | 加碼 |
| Advisor Group Holdings, Inc. | 4,207 | $17.5 萬 | 0.00% | −10,935−72.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,220 | $17.5 萬 | 0.00% | −1,818−30.1% | 減碼 |
| PEAK6 Investments LLC | 4,796 | $19.9 萬 | 0.01% | +1,209+33.7% | 加碼 |
| Metis Global Partners, LLC | 5,074 | $21.0 萬 | 0.01% | +5,074 | 新進 |
| FDx Advisors, Inc. | 5,260 | $21.8 萬 | 0.02% | +5,260 | 新進 |
| Colonial River Wealth Management, LLC | 5,295 | $22.0 萬 | 0.13% | +5,295 | 新進 |
| DoubleLine ETF Adviser LP | 5,330 | $22.1 萬 | 0.06% | +5,330 | 新進 |
| SPC Financial, Inc. | 5,800 | $24.1 萬 | 0.02% | +5,800 | 新進 |
| JustInvest LLC | 5,848 | $24.3 萬 | 0.01% | −13,467−69.7% | 減碼 |
| Integrated Wealth Concepts LLC | 5,904 | $24.5 萬 | 0.00% | −2,189−27.0% | 減碼 |
| D.A. Davidson & Co. | 5,969 | $24.8 萬 | 0.00% | +5,969 | 新進 |
| Charter Oak Capital Management, LLC | 6,132 | $25.4 萬 | 0.03% | +6,132 | 新進 |
| Virtus ETF Advisers LLC | 6,178 | $25.6 萬 | 0.16% | +417+7.2% | 加碼 |
| Clear Street Markets LLC | 6,300 | $26.1 萬 | 0.10% | +6,300 | 新進 |
| Pekin Hardy Strauss, Inc. | 6,305 | $26.1 萬 | 0.04% | −3,550−36.0% | 減碼 |
| Fernwood Investment Management, LLC | 6,365 | $26.6 萬 | 0.09% | −22−0.3% | 減碼 |
| Securian Asset Management, Inc | 6,520 | $27.0 萬 | 0.01% | −509−7.2% | 減碼 |
| Maryland State Retirement & Pension System | 6,533 | $27.1 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Trust N.A. | 6,635 | $27.5 萬 | 0.01% | +6,635 | 新進 |
| Brevan Howard Capital Management LP | 6,646 | $27.6 萬 | 0.03% | +6,646 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 6,653 | $27.6 萬 | 0.00% | −2,247−25.2% | 減碼 |
| Malaga Cove Capital, LLC | 6,974 | $28.9 萬 | 0.12% | +6,974 | 新進 |
| Johnson & White Wealth Management, LLC | 7,000 | $29.0 萬 | 0.24% | +7,000 | 新進 |
| Alps Advisors Inc | 7,101 | $29.4 萬 | 0.00% | −525−6.9% | 減碼 |
| Presima Inc. | 7,300 | $30.3 萬 | 0.07% | −12,800−63.7% | 減碼 |
| Wolverine Asset Management LLC | 7,327 | $30.4 萬 | 0.00% | +7,327 | 新進 |
| Toronto Dominion Bank | 7,366 | $30.5 萬 | 0.00% | −1,726−19.0% | 減碼 |
| Arete Wealth Advisors, LLC | 9,166 | $31.7 萬 | 0.02% | +55+0.6% | 加碼 |
| Westfield Capital Management Co LP | 7,860 | $32.6 萬 | 0.00% | 00.0% | 不變 |
| Oak Thistle LLC | 7,875 | $32.7 萬 | 0.09% | +7,875 | 新進 |
| Worth Venture Partners, LLC | 7,900 | $32.8 萬 | 0.18% | −900−10.2% | 減碼 |
| State of Wisconsin Investment Board | 8,042 | $33.4 萬 | 0.00% | −2,902−26.5% | 減碼 |
| Oppenheimer & Co Inc | 8,111 | $33.6 萬 | 0.01% | +8,111 | 新進 |
| Mariner, LLC | 8,186 | $34.0 萬 | 0.00% | +561+7.4% | 加碼 |
| Vident Advisory, LLC | 8,298 | $34.4 萬 | 0.01% | −66−0.8% | 減碼 |
| AE Wealth Management LLC | 9,864 | $38.1 萬 | 0.00% | +9,864 | 新進 |
| Xponance, Inc. | 9,473 | $39.3 萬 | 0.00% | −482−4.8% | 減碼 |
| Fisher Asset Management, LLC | 9,478 | $39.3 萬 | 0.00% | +600+6.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 9,716 | $40.3 萬 | 0.00% | −156−1.6% | 減碼 |
| First Hawaiian Bank | 9,732 | $40.4 萬 | 0.01% | +10.0% | 加碼 |
| Bayesian Capital Management, LP | 9,756 | $40.5 萬 | 0.04% | +9,756 | 新進 |
| Nissay Asset Management Corp | 9,860 | $40.9 萬 | 0.00% | +82+0.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 9,969 | $41.3 萬 | 0.00% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 10,000 | $41.5 萬 | 0.06% | 00.0% | 不變 |