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 |
|---|---|---|---|---|---|
| Navellier & Associates Inc | 12,137 | $45.9 萬 | 0.06% | −1,629−11.8% | 減碼 |
| Mariner, LLC | 11,617 | $45.8 萬 | 0.00% | +845+7.8% | 加碼 |
| Fisher Asset Management, LLC | 11,465 | $45.2 萬 | 0.00% | +1,336+13.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 11,285 | $44.5 萬 | 0.00% | −9,730−46.3% | 減碼 |
| First Trust Advisors LP | 11,194 | $44.1 萬 | 0.00% | −77,185−87.3% | 減碼 |
| Assetmark, Inc | 10,908 | $43.0 萬 | 0.00% | +4,166+61.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 10,768 | $42.4 萬 | 0.00% | −7,583−41.3% | 減碼 |
| Nissay Asset Management Corp | 10,470 | $41.3 萬 | 0.00% | +259+2.5% | 加碼 |
| Creative Planning | 10,025 | $39.5 萬 | 0.00% | +1,523+17.9% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 10,000 | $39.4 萬 | 0.05% | 00.0% | 不變 |
| Gilman Hill Asset Management, LLC | 9,775 | $38.5 萬 | 0.07% | 00.0% | 不變 |
| Toroso Investments, LLC | 9,430 | $37.2 萬 | 0.00% | +9,430 | 新進 |
| Susquehanna International Group, LLP | 9,203 | $36.3 萬 | 0.00% | −702−7.1% | 減碼 |
| Cornerstone Investment Partners, LLC | 9,067 | $35.7 萬 | 0.02% | +9+0.1% | 加碼 |
| Metis Global Partners, LLC | 8,886 | $35.0 萬 | 0.01% | +872+10.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 8,883 | $35.0 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 8,768 | $34.5 萬 | 0.00% | −4,120−32.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 8,614 | $33.6 萬 | 0.00% | −5,993−41.0% | 減碼 |
| Two Sigma Investments, LP | 8,500 | $33.5 萬 | 0.00% | +8,500 | 新進 |
| Arkadios Wealth Advisors | 8,465 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 8,432 | $33.2 萬 | 0.00% | +8,432 | 新進 |
| Lazard Asset Management LLC | 8,456 | $33.2 萬 | 0.00% | −4,814−36.3% | 減碼 |
| Van Hulzen Asset Management, LLC | 8,370 | $33.0 萬 | 0.03% | +2,720+48.1% | 加碼 |
| Engineers Gate Manager LP | 8,134 | $32.0 萬 | 0.01% | +1,834+29.1% | 加碼 |
| Xponance, Inc. | 8,116 | $32.0 萬 | 0.00% | +65+0.8% | 加碼 |
| Bank of Montreal | 8,033 | $31.6 萬 | 0.00% | +538+7.2% | 加碼 |
| J. W. Coons Advisors, LLC | 8,007 | $31.5 萬 | 0.08% | −1,014−11.2% | 減碼 |
| SPC Financial, Inc. | 7,800 | $30.7 萬 | 0.03% | +1,000+14.7% | 加碼 |
| Presima Inc. | 7,799 | $30.7 萬 | 0.07% | +199+2.6% | 加碼 |
| Commonwealth Equity Services, LLC | 7,531 | $29.7 萬 | 0.00% | +54+0.7% | 加碼 |
| State of Wisconsin Investment Board | 7,459 | $29.4 萬 | 0.00% | −836−10.1% | 減碼 |
| Alps Advisors Inc | 7,334 | $28.9 萬 | 0.00% | −109−1.5% | 減碼 |
| Avantax Advisory Services, Inc. | 7,291 | $28.7 萬 | 0.00% | +7,291 | 新進 |
| Quadrant Capital Group LLC | 7,224 | $28.5 萬 | 0.01% | +5,476+313.3% | 加碼 |
| Brevan Howard Capital Management LP | 7,166 | $28.2 萬 | 0.01% | −20,880−74.4% | 減碼 |
| Highland Capital Management, LLC | 7,126 | $28.1 萬 | 0.02% | +7,126 | 新進 |
| Oppenheimer & Co Inc | 7,123 | $28.1 萬 | 0.00% | −4,005−36.0% | 減碼 |
| Jane Street Group, LLC | 6,894 | $27.2 萬 | 0.00% | −68,944−90.9% | 減碼 |
| Integrated Wealth Concepts LLC | 6,746 | $26.6 萬 | 0.00% | +165+2.5% | 加碼 |
| Atria Investments LLC | 6,512 | $25.7 萬 | 0.00% | +799+14.0% | 加碼 |
| Arete Wealth Advisors, LLC | 7,240 | $24.7 萬 | 0.02% | +7,240 | 新進 |
| Flagship Harbor Advisors, LLC | 6,001 | $23.6 萬 | 0.01% | +87+1.5% | 加碼 |
| Norris Financial Group, LLC | 6,000 | $23.6 萬 | 0.11% | +6,000 | 新進 |
| Renaissance Group LLC | 5,982 | $23.6 萬 | 0.01% | −322−5.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 5,932 | $23.4 萬 | 0.01% | +413+7.5% | 加碼 |
| Fiduciary Trust Co | 5,614 | $22.1 萬 | 0.00% | +5,614 | 新進 |
| Pacific Point Advisors, LLC | 5,408 | $21.3 萬 | 0.12% | +5,408 | 新進 |
| Ritholtz Wealth Management | 5,311 | $20.9 萬 | 0.01% | −7,595−58.8% | 減碼 |
| Pensionfund DSM Netherlands | 5,300 | $20.9 萬 | 0.14% | −10,500−66.5% | 減碼 |
| Securian Asset Management, Inc | 5,302 | $20.9 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 5,220 | $20.6 萬 | 0.01% | +4,200+411.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 5,103 | $20.1 萬 | 0.00% | +5,103 | 新進 |
| Mercer Global Advisors Inc | 5,078 | $20.0 萬 | 0.00% | +5,078 | 新進 |
| Kestra Investment Management, LLC | 5,034 | $19.8 萬 | 0.01% | +5,034 | 新進 |
| FIL Ltd | 4,194 | $16.5 萬 | 0.00% | +2,169+107.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,067 | $16.0 萬 | 0.00% | −183−4.3% | 減碼 |
| KBC Group NV | 4,019 | $15.8 萬 | 0.00% | +168+4.4% | 加碼 |
| Virtus Investment Advisers, Inc. | 3,961 | $15.6 萬 | 0.04% | +3,961 | 新進 |
| Sterling Capital Management LLC | 3,909 | $15.4 萬 | 0.00% | −210−5.1% | 減碼 |
| Whittier Trust Co | 3,000 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 2,786 | $11.0 萬 | 0.00% | −3−0.1% | 減碼 |
| Coldstream Capital Management Inc | 2,714 | $10.7 萬 | 0.00% | +2,714 | 新進 |
| Smartleaf Asset Management LLC | 2,716 | $10.5 萬 | 0.01% | +665+32.4% | 加碼 |
| Pensionfund Sabic | 2,600 | $10.2 萬 | 0.03% | −5,000−65.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,141 | $8.44 萬 | 0.00% | −14,368−87.0% | 減碼 |
| Signaturefd, LLC | 1,983 | $7.81 萬 | 0.00% | +75+3.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,956 | $7.57 萬 | 0.00% | −58−2.9% | 減碼 |
| CWM, LLC | 1,769 | $7.00 萬 | 0.00% | −69−3.8% | 減碼 |
| Ronald Blue Trust, Inc. | 1,732 | $6.82 萬 | 0.00% | +1,732 | 新進 |
| Parallel Advisors, LLC | 1,708 | $6.73 萬 | 0.00% | +598+53.9% | 加碼 |
| Skopos Labs, Inc. | 1,545 | $6.09 萬 | 0.01% | +1,522+6,617.4% | 加碼 |
| Farther Finance Advisors, LLC | 1,502 | $5.86 萬 | 0.00% | −56−3.6% | 減碼 |
| State of Wyoming | 1,472 | $5.80 萬 | 0.01% | −973−39.8% | 減碼 |
| GAMMA Investing LLC | 1,440 | $5.67 萬 | 0.00% | +139+10.7% | 加碼 |
| Jones Financial Companies LLLP | 1,460 | $5.65 萬 | 0.00% | +1,064+268.7% | 加碼 |
| Rothschild Investment LLC | 1,434 | $5.65 萬 | 0.00% | 00.0% | 不變 |
| GF Fund Management Co. Ltd. | 1,372 | $5.41 萬 | 0.00% | +61+4.7% | 加碼 |
| Fifth Third Bancorp | 1,369 | $5.39 萬 | 0.00% | +65+5.0% | 加碼 |
| Advisor Group Holdings, Inc. | 1,245 | $4.91 萬 | 0.00% | −897−41.9% | 減碼 |
| Huntington National Bank | 1,064 | $4.19 萬 | 0.00% | +1+0.1% | 加碼 |
| HM Payson & Co | 977 | $3.85 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 806 | $3.18 萬 | 0.00% | +806 | 新進 |
| Steward Partners Investment Advisory, LLC | 767 | $3.02 萬 | 0.00% | +11+1.5% | 加碼 |
| Fourth Dimension Wealth, LLC | 750 | $2.96 萬 | 0.01% | 00.0% | 不變 |
| Point72 Asia (Singapore) Pte. Ltd. | 743 | $2.93 萬 | 0.01% | −1,684−69.4% | 減碼 |
| Geneos Wealth Management Inc. | 695 | $2.74 萬 | 0.00% | +88+14.5% | 加碼 |
| Bessemer Group Inc | 570 | $2.30 萬 | 0.00% | −155−21.4% | 減碼 |
| Umb Bank N A | 527 | $2.08 萬 | 0.00% | +86+19.5% | 加碼 |
| Private Trust Co NA | 516 | $2.03 萬 | 0.00% | +22+4.5% | 加碼 |
| GWM Advisors LLC | 515 | $2.03 萬 | 0.00% | −3−0.6% | 減碼 |
| Matrix Trust Co | 494 | $1.90 萬 | 0.00% | +494 | 新進 |
| Allworth Financial LP | 518 | $1.89 萬 | 0.00% | +347+202.9% | 加碼 |
| Marshall Investment Management, LLC | 349 | $1.38 萬 | 0.01% | +349 | 新進 |
| Massmutual Trust Co FSB | 319 | $1.26 萬 | 0.00% | +141+79.2% | 加碼 |
| Caldwell Trust Co | 300 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 281 | $1.10 萬 | 0.00% | −54,573−99.5% | 減碼 |
| Covestor Ltd | 261 | $1.00 萬 | 0.01% | +4+1.6% | 加碼 |
| Rise Advisors, LLC | 244 | $9,623 | 0.00% | −235−49.1% | 減碼 |
| Bellevue Asset Management, LLC | 240 | $9,456 | 0.01% | −560−70.0% | 減碼 |
| Quent Capital, LLC | 235 | $9,259 | 0.00% | 00.0% | 不變 |