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。
2025 年第 1 季 13F 持有人
National Storage Affiliates Trust 在 2025/3/31 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
- 338
- 較 2024 年第 4 季 −5 家
- 持有股數
- 6,897 萬
- 較 2024 年第 4 季 +228.2 萬 (+3.4%)
- 總市值
- $27.2 億
- 較 2024 年第 4 季 +$1.93 億 (+7.6%)
- 新進機構
- 42
- 另有 143 家加碼
- 清倉機構
- 47
- 另有 101 家減碼
另有 6 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $40 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 3 | $118 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 5 | $184 | 0.00% | 00.0% | 不變 |
| Quarry LP | 5 | $197 | 0.00% | −921−99.5% | 減碼 |
| True Wealth Design, LLC | 5 | $197 | 0.00% | +5 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 11 | $443 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 13 | $512 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 13 | $512 | 0.00% | +13 | 新進 |
| Rialto Wealth Management, LLC | 13 | $513 | 0.00% | +13 | 新進 |
| Key Financial Inc | 16 | $630 | 0.00% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 18 | $709 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 18 | $709 | 0.00% | +18 | 新進 |
| Highline Wealth Partners LLC | 21 | $827 | 0.00% | +21 | 新進 |
| Prestige Wealth Management Group LLC | 31 | $1,222 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 37 | $1,458 | 0.00% | −16−30.2% | 減碼 |
| Parkside Financial Bank & Trust | 39 | $1,537 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 45 | $1,773 | 0.00% | +23+104.5% | 加碼 |
| Farmers & Merchants Investments Inc | 50 | $1,970 | 0.00% | +15+42.9% | 加碼 |
| Continuum Advisory, LLC | 56 | $2,206 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 62 | $2,443 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 66 | $2,601 | 0.00% | +43+187.0% | 加碼 |
| NBC Securities, Inc. | 83 | $3,000 | 0.00% | +83 | 新進 |
| Bell Investment Advisors, Inc | 90 | $3,546 | 0.00% | 00.0% | 不變 |
| Godsey & Gibb Associates | 115 | $4,531 | 0.00% | +115 | 新進 |
| Promethos Capital, LLC | 120 | $4,728 | 0.00% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 126 | $4,970 | 0.02% | −795−86.3% | 減碼 |
| Ci Investments Inc. | 128 | $5,000 | 0.00% | −3−2.3% | 減碼 |
| Capital Analysts, LLC | 123 | $5,000 | 0.00% | +123 | 新進 |
| Larson Financial Group LLC | 130 | $5,122 | 0.00% | +130 | 新進 |
| Principal Securities, Inc. | 141 | $5,345 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 140 | $5,516 | 0.00% | −1,511−91.5% | 減碼 |
| Bayforest Capital Ltd | 158 | $6,225 | 0.00% | +78+97.5% | 加碼 |
| JNBA Financial Advisors | 160 | $6,304 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 167 | $6,580 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 190 | $7,000 | 0.00% | +190 | 新進 |
| Danske Bank A/S | 200 | $7,880 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 214 | $8,432 | 0.00% | +29+15.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 233 | $9,180 | 0.00% | +192+468.3% | 加碼 |
| Quent Capital, LLC | 235 | $9,259 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 240 | $9,456 | 0.01% | −560−70.0% | 減碼 |
| Rise Advisors, LLC | 244 | $9,623 | 0.00% | −235−49.1% | 減碼 |
| Covestor Ltd | 261 | $1.00 萬 | 0.01% | +4+1.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 281 | $1.10 萬 | 0.00% | −54,573−99.5% | 減碼 |
| Caldwell Trust Co | 300 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 319 | $1.26 萬 | 0.00% | +141+79.2% | 加碼 |
| Marshall Investment Management, LLC | 349 | $1.38 萬 | 0.01% | +349 | 新進 |
| Allworth Financial LP | 518 | $1.89 萬 | 0.00% | +347+202.9% | 加碼 |
| Matrix Trust Co | 494 | $1.90 萬 | 0.00% | +494 | 新進 |
| GWM Advisors LLC | 515 | $2.03 萬 | 0.00% | −3−0.6% | 減碼 |
| Private Trust Co NA | 516 | $2.03 萬 | 0.00% | +22+4.5% | 加碼 |
| Umb Bank N A | 527 | $2.08 萬 | 0.00% | +86+19.5% | 加碼 |
| Bessemer Group Inc | 570 | $2.30 萬 | 0.00% | −155−21.4% | 減碼 |
| Geneos Wealth Management Inc. | 695 | $2.74 萬 | 0.00% | +88+14.5% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 743 | $2.93 萬 | 0.01% | −1,684−69.4% | 減碼 |
| Fourth Dimension Wealth, LLC | 750 | $2.96 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 767 | $3.02 萬 | 0.00% | +11+1.5% | 加碼 |
| Advisors Asset Management, Inc. | 806 | $3.18 萬 | 0.00% | +806 | 新進 |
| HM Payson & Co | 977 | $3.85 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1,064 | $4.19 萬 | 0.00% | +1+0.1% | 加碼 |
| Advisor Group Holdings, Inc. | 1,245 | $4.91 萬 | 0.00% | −897−41.9% | 減碼 |
| Fifth Third Bancorp | 1,369 | $5.39 萬 | 0.00% | +65+5.0% | 加碼 |
| GF Fund Management Co. Ltd. | 1,372 | $5.41 萬 | 0.00% | +61+4.7% | 加碼 |
| Rothschild Investment LLC | 1,434 | $5.65 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,460 | $5.65 萬 | 0.00% | +1,064+268.7% | 加碼 |
| GAMMA Investing LLC | 1,440 | $5.67 萬 | 0.00% | +139+10.7% | 加碼 |
| State of Wyoming | 1,472 | $5.80 萬 | 0.01% | −973−39.8% | 減碼 |
| Farther Finance Advisors, LLC | 1,502 | $5.86 萬 | 0.00% | −56−3.6% | 減碼 |
| Skopos Labs, Inc. | 1,545 | $6.09 萬 | 0.01% | +1,522+6,617.4% | 加碼 |
| Parallel Advisors, LLC | 1,708 | $6.73 萬 | 0.00% | +598+53.9% | 加碼 |
| Ronald Blue Trust, Inc. | 1,732 | $6.82 萬 | 0.00% | +1,732 | 新進 |
| CWM, LLC | 1,769 | $7.00 萬 | 0.00% | −69−3.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,956 | $7.57 萬 | 0.00% | −58−2.9% | 減碼 |
| Signaturefd, LLC | 1,983 | $7.81 萬 | 0.00% | +75+3.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,141 | $8.44 萬 | 0.00% | −14,368−87.0% | 減碼 |
| Pensionfund Sabic | 2,600 | $10.2 萬 | 0.03% | −5,000−65.8% | 減碼 |
| Smartleaf Asset Management LLC | 2,716 | $10.5 萬 | 0.01% | +665+32.4% | 加碼 |
| Coldstream Capital Management Inc | 2,714 | $10.7 萬 | 0.00% | +2,714 | 新進 |
| US Bancorp | 2,786 | $11.0 萬 | 0.00% | −3−0.1% | 減碼 |
| Whittier Trust Co | 3,000 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 3,909 | $15.4 萬 | 0.00% | −210−5.1% | 減碼 |
| Virtus Investment Advisers, Inc. | 3,961 | $15.6 萬 | 0.04% | +3,961 | 新進 |
| KBC Group NV | 4,019 | $15.8 萬 | 0.00% | +168+4.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,067 | $16.0 萬 | 0.00% | −183−4.3% | 減碼 |
| FIL Ltd | 4,194 | $16.5 萬 | 0.00% | +2,169+107.1% | 加碼 |
| Kestra Investment Management, LLC | 5,034 | $19.8 萬 | 0.01% | +5,034 | 新進 |
| Mercer Global Advisors Inc | 5,078 | $20.0 萬 | 0.00% | +5,078 | 新進 |
| Crossmark Global Holdings, Inc. | 5,103 | $20.1 萬 | 0.00% | +5,103 | 新進 |
| IFP Advisors, Inc | 5,220 | $20.6 萬 | 0.01% | +4,200+411.8% | 加碼 |
| Securian Asset Management, Inc | 5,302 | $20.9 萬 | 0.01% | 00.0% | 不變 |
| Pensionfund DSM Netherlands | 5,300 | $20.9 萬 | 0.14% | −10,500−66.5% | 減碼 |
| Ritholtz Wealth Management | 5,311 | $20.9 萬 | 0.01% | −7,595−58.8% | 減碼 |
| Pacific Point Advisors, LLC | 5,408 | $21.3 萬 | 0.12% | +5,408 | 新進 |
| Fiduciary Trust Co | 5,614 | $22.1 萬 | 0.00% | +5,614 | 新進 |
| Concurrent Investment Advisors, LLC | 5,932 | $23.4 萬 | 0.01% | +413+7.5% | 加碼 |
| Renaissance Group LLC | 5,982 | $23.6 萬 | 0.01% | −322−5.1% | 減碼 |
| Norris Financial Group, LLC | 6,000 | $23.6 萬 | 0.11% | +6,000 | 新進 |
| Flagship Harbor Advisors, LLC | 6,001 | $23.6 萬 | 0.01% | +87+1.5% | 加碼 |
| Arete Wealth Advisors, LLC | 7,240 | $24.7 萬 | 0.02% | +7,240 | 新進 |
| Atria Investments LLC | 6,512 | $25.7 萬 | 0.00% | +799+14.0% | 加碼 |
| Integrated Wealth Concepts LLC | 6,746 | $26.6 萬 | 0.00% | +165+2.5% | 加碼 |