National Storage AffiliatesNSA

13F holders, Q1 2024 (March 31)
321holders
7famous investors
$39.16avg. 13F price*

At the end of Q1 2024, 321 institutions reported holding National Storage Affiliates (NSA) in their 13F filings. The largest holders were Vanguard Group Inc. ($425.6M), BlackRock Inc. ($349.4M) and Wasatch Advisors LP ($257.0M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
National Storage Affiliates
CUSIP
637870106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 321Q1 2024Q2 2024: 359Q2 2024Q3 2024: 352Q3 2024Q4 2024: 349Q4 2024Q1 2025: 339Q1 2025Q2 2025: 341Q2 2025Q3 2025: 330Q3 2025Q4 2025: 329Q4 2025Q1 2026: 333Q1 2026Q2 2026: 335Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions40$28.0M
Exits30$108.2M

Ownership 321 holders

Vanguard Group Inc. 0.01% Reduce -2.0% 10,868,827 $425.6M
BlackRock Inc. 0.01% Reduce -1.2% 8,922,448 $349.4M
Wasatch Advisors LP 1.34% Add +20.3% 6,563,468 $257.0M
State Street Corp. 0.01% Reduce -11.1% 4,063,849 $159.1M
Thrivent Financial for Lutherans 0.19% Add +1.3% 2,423,983 $94.9M
Geode Capital Management, LLC 0.01% Add +0.5% 1,407,548 $55.1M
Jennison Associates LLC 0.04% Reduce -0.1% 1,351,939 $52.9M
FMR LLC 0.00% Reduce -1.2% 1,304,851 $51.1M
Massachusetts Financial Services Co. 0.01% Reduce -0.4% 1,262,249 $49.4M
Dimensional Fund Advisors LP 0.01% Add +2.0% 1,142,865 $44.8M
Alliancebernstein L.P. 0.02% Reduce -15.6% 1,136,457 $44.5M
Wellington Management Group LLP 0.01% Add +0.5% 1,065,229 $41.7M
Bank of New York Mellon Corp 0.01% Reduce -3.2% 1,050,164 $41.1M
Charles Schwab Investment Management Inc. 0.01% Add +4.5% 1,021,408 $40.0M
Anchor Capital Advisors LLC 1.03% Reduce -1.6% 1,003,807 $39.3M
TimesSquare Capital Management, LLC 0.54% Add +2.5% 941,056 $36.9M
Cincinnati Insurance Co. 0.57% No change 893,654 $35.0M
Morgan Stanley 0.00% Add +7.6% 744,831 $29.2M
Norges Bank 0.00% Reduce -17.9% 723,711 $28.3M
GW&K Investment Management, LLC 0.24% Reduce -1.5% 706,414 $27.7M
Invesco Ltd. 0.01% Add +23.6% 660,590 $25.9M
Janus Henderson Group PLC 0.01% Reduce -0.7% 647,717 $25.4M
Nuveen Asset Management, LLC 0.01% Add +7.0% 587,361 $23.0M
Legal & General Group Plc 0.01% Reduce -6.4% 570,411 $22.3M
B&I Capital AG 6.57% Add +24.9% 529,569 $20.7M
Northern Trust Corp. 0.00% Reduce -14.8% 526,326 $20.6M
LPL Financial LLC 0.01% Add +2.1% 501,083 $19.6M
Heartland Advisors Inc. 0.98% Add +0.0% 476,000 $18.6M
JPMorgan Chase & Co. 0.00% Add +0.9% 411,540 $16.1M
Swedbank AB 0.02% No change 410,000 $16.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -4.2% 376,637 $14.7M
Citadel Advisors 0.01% Add +1020.3% 359,623 $14.1M
Sei Investments Co. 0.02% Add +25.2% 356,451 $14.0M
Allianz Asset Management GmbH 0.02% Reduce -28.7% 350,064 $13.7M
Leeward Investments, LLC - MA 0.55% Reduce -4.1% 316,948 $12.4M
CBRE Investment Management Listed Real Assets LLC 0.23% No change 316,068 $12.4M
NFJ Investment Group, LLC 0.34% Reduce -3.4% 315,124 $12.3M
Principal Financial Group Inc. 0.01% Add +2.5% 290,850 $11.4M
Bank of America Corp. 0.00% Add +86.1% 286,593 $11.2M
Wedge Capital Management L L P 0.18% Add +0.6% 286,440 $11.2M
Kennedy Capital Management LLC 0.23% Reduce -51.8% 286,024 $11.2M
Raymond James & Associates 0.01% Add +24.2% 269,964 $10.6M
Macquarie Group Ltd. 0.01% Reduce -2.3% 258,595 $10.1M
Wells Fargo & Company 0.00% Add +9.6% 246,172 $9.6M
Ontario Teachers Pension Plan Board 0.09% Add +94.0% 244,300 $9.6M
Balyasny Asset Management L.P. 0.03% Reduce -89.5% 242,860 $9.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +4.2% 232,640 $9.2M
D. Scott Neal, Inc. 5.90% New 230,328 $9.0M
Callodine Capital Management, LP 2.19% Reduce -1.1% 230,000 $9.0M
Rhumbline Advisers 0.01% Reduce -5.6% 228,022 $8.9M
Utah Retirement Systems 0.09% Reduce -24.3% 200,117 $7.8M
Crawford Investment Counsel Inc. 0.14% Add +14.1% 196,793 $7.7M
Envestnet Asset Management Inc. 0.00% Add +2.4% 164,482 $6.4M
Swiss National Bank 0.00% Reduce -6.8% 155,779 $6.1M
California Public Employees Retirement System 0.00% Reduce -2.3% 146,048 $5.7M
Lighthouse Investment Partners, LLC 0.33% Add +3.6% 145,000 $5.7M
Centaurus Financial, Inc. 0.39% Add +1.1% 141,342 $5.5M
Redwood Investment Management, LLC 0.52% Add +25.7% 139,693 $5.5M
Public Employees Retirement System of Ohio 0.02% Reduce -3.9% 139,649 $5.5M
CANADA LIFE ASSURANCE Co 0.01% Add +2.1% 138,504 $5.4M
AQR Capital Management 0.01% Reduce -14.7% 130,192 $5.1M
Phocas Financial Corp. 0.56% Reduce -2.6% 127,636 $5.0M
Boothbay Fund Management, LLC 0.16% Add +4.1% 127,462 $5.0M
Ameriprise Financial Inc. 0.00% Reduce -7.3% 126,127 $5.0M
Meritage Portfolio Management 0.31% Reduce -5.7% 123,716 $4.8M
B. Metzler seel. Sohn & Co. AG 0.05% Add +17.4% 120,722 $4.7M
Algert Global LLC 0.18% Reduce -44.2% 118,656 $4.6M
Baird Financial Group, Inc. 0.01% Add +6.4% 116,604 $4.6M
Neuberger Berman Group LLC 0.00% Reduce -2.1% 116,556 $4.6M
Asset Management One Co., Ltd. 0.02% Reduce -2.2% 116,404 $4.6M
Keeley-Teton Advisors, LLC 0.55% Reduce -2.5% 114,033 $4.5M
Royal Bank of Canada 0.00% Reduce -0.6% 110,357 $4.3M
Pacer Advisors, Inc. 0.01% Reduce -3.1% 105,422 $4.1M
Credit Suisse AG/ 0.00% Reduce -2.4% 103,938 $4.1M
Quantinno Capital Management LP 0.09% Add +280.2% 103,235 $4.0M
New York State Teachers Retirement System 0.01% No change 102,913 $4.0M
American International Group, Inc. 0.01% Reduce -2.1% 102,228 $4.0M
Retirement Systems of Alabama 0.01% Add +0.2% 96,997 $3.8M
Holocene Advisors, LP 0.01% Add +36.8% 95,219 $3.7M
Barclays PLC 0.00% Reduce -1.9% 93,479 $3.7M
UBS Group AG 0.00% Add +30.3% 92,117 $3.6M
Nomura Asset Management Co. Ltd. 0.01% Add +4.6% 90,310 $3.5M
First Trust Advisors LP 0.00% Add +292.8% 89,198 $3.5M
BNP Paribas Financial Markets 0.00% Add +86.2% 85,539 $3.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -3.9% 85,418 $3.3M
Renaissance Technologies 0.01% Add +294.4% 84,400 $3.3M
Cetera Investment Advisers 0.01% Add +371.6% 83,867 $3.3M
Cincinnati Financial Corp. 0.07% No change 82,030 $3.2M
Castellan Group 1.58% Add +6.6% 78,932 $3.1M
California State Teachers Retirement System 0.00% Reduce -11.6% 78,617 $3.1M
State of New Jersey Common Pension Fund D 0.01% Add +6.9% 78,428 $3.1M
Tudor Investment Corporation 0.04% Reduce -20.8% 78,078 $3.1M
Advisory Alpha, LLC 0.12% No change 72,569 $2.8M
Millennium Management 0.00% Add +24.7% 71,623 $2.8M
Schonfeld Strategic Advisors LLC 0.02% New 70,143 $2.7M
Edgestream Partners, L.P. 0.14% Reduce -35.0% 70,000 $2.7M
Texas Permanent School Fund Corp. 0.02% Add +0.8% 67,131 $2.6M
Manufacturers Life Insurance Company, The 0.00% Add +7.0% 66,599 $2.6M
Oppenheimer Asset Management Inc. 0.04% Reduce -11.5% 64,221 $2.5M
XML Financial, LLC 0.25% Reduce -31.3% 61,660 $2.4M
Natixis Advisors, LLC 0.01% Reduce -76.1% 60,985 $2.4M
New York State Common Retirement Fund 0.00% Reduce -20.3% 58,165 $2.3M
Stifel Financial Corp. 0.00% Reduce -1.4% 57,040 $2.2M
Capital Fund Management S.A. 0.03% Reduce -40.4% 56,804 $2.2M
Goldman Sachs Group Inc. 0.00% Reduce -11.2% 56,763 $2.2M
Truist Financial Corp. 0.00% Add +3.6% 55,068 $2.2M
Harbor Capital Advisors, Inc. 0.27% New 53,369 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +2.5% 52,316 $2.0M
Susquehanna Portfolio Strategies, LLC 0.05% Reduce -20.8% 51,721 $2.0M
Axxcess Wealth Management, LLC 0.06% Reduce -8.1% 51,649 $2.0M
Empowered Funds, LLC 0.04% Add +11.7% 50,802 $2.0M
Citigroup Inc. 0.00% Add +68.9% 50,749 $2.0M
Franklin Resources Inc. 0.00% Reduce -24.3% 50,352 $2.0M
Aptus Capital Advisors, LLC 0.04% Add +11.8% 49,657 $1.9M
QSV Equity Investors LLC 1.85% Reduce -4.9% 49,161 $1.9M
Amalgamated Bank 0.02% Add +0.7% 49,038 $1.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 46,407 $1.8M
Two Sigma Advisers, LP 0.00% Reduce -1.7% 46,400 $1.8M
Guggenheim Capital LLC 0.01% Reduce -37.5% 46,171 $1.8M
Mutual of America Capital Management LLC 0.02% Reduce -3.8% 46,021 $1.8M
Cerity Partners LLC 0.00% Add +293.3% 45,265 $1.8M
Pensionfund PDN 0.94% No change 44,800 $1.8M
HSBC Holdings PLC 0.00% Reduce -1.5% 44,495 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -5.2% 44,366 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% New 43,205 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -2.8% 42,392 $1.7M
Deutsche Bank AG 0.00% Reduce -53.6% 41,939 $1.6M
Ensign Peak Advisors, Inc 0.00% No change 40,830 $1.6M
Amundi 0.00% Reduce -13.5% 45,157 $1.6M
Prudential Financial Inc. 0.00% Reduce -2.0% 39,359 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -2.3% 35,187 $1.4M
Entropy Technologies, LP 0.15% Add +17.8% 35,005 $1.4M
Paralel Advisors LLC 0.06% New 35,000 $1.4M
Treasurer of the State of North Carolina 0.01% Reduce -6.3% 33,540 $1.3M
Nisa Investment Advisors, LLC 0.01% No change 31,634 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -4.2% 30,388 $1.2M
Resona Asset Management Co.,Ltd. 0.01% — 30,356 $1.2M
Vancity Investment Management Ltd 0.14% New 29,033 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 28,685 $1.1M
Pasadena Private Wealth, LLC 0.26% Reduce -2.2% 28,509 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -12.4% 27,813 $1.1M
Janney Montgomery Scott LLC 0.00% Add +10.0% 27,161 $1.1M
Lecap Asset Management Ltd. 0.21% Add +119.9% 25,891 $1.0M
Fox Run Management, L.L.C. 0.21% New 25,327 $992K
Daiwa Securities Group Inc. 0.01% Add +6.9% 25,086 $982K
Penserra Capital Management LLC 0.01% Add +14.2% 24,939 $976K
Fuller & Thaler Asset Management, Inc. 0.00% Add +68.0% 24,917 $976K
Moseley Investment Management Inc. 0.48% Add +0.9% 24,915 $976K
DekaBank Deutsche Girozentrale 0.00% Reduce -6.5% 25,133 $972K
Cibc World Markets Corp. 0.01% Reduce -5.9% 24,418 $956K
Pathstone Holdings, LLC 0.00% Add +58.0% 24,020 $941K
Capula Management Ltd 0.03% New 23,698 $928K
State Board of Administration of Florida Retirement System 0.00% Reduce -4.2% 22,103 $923K
Susquehanna International Group, LLP 0.00% Add +27.0% 22,419 $878K
Pictet Asset Management Holding SA 0.00% Reduce -0.0% 22,204 $870K
Louisiana State Employees Retirement System 0.02% Add +2.3% 22,200 $869K
Clear Creek Financial Management, LLC 0.11% New 22,174 $868K
Cresset Asset Management, LLC 0.00% Add +44.5% 21,886 $857K
Y-Intercept (Hong Kong) Ltd 0.06% New 21,786 $853K
Arizona State Retirement System 0.01% Reduce -8.5% 21,691 $849K
UniSuper Management Pty Ltd 0.01% Reduce -6.5% 21,500 $842K
Keybank National Association 0.00% No change 21,400 $838K
Teacher Retirement System of Texas 0.01% Reduce -29.4% 21,380 $837K
Pensionfund Sabic 0.24% Add +10.8% 20,600 $807K
Orion Porfolio Solutions, LLC 0.01% Add +9.4% 20,215 $792K
Orion Portfolio Solutions, LLC 0.01% Add +9.4% 20,215 $792K
Russell Investments Group, Ltd. 0.00% Add +27.0% 19,461 $762K
Kestra Advisory Services, LLC 0.01% New 19,243 $754K
Oregon Public Employees Retirement Fund 0.01% Reduce -12.6% 19,103 $748K
State of Michigan Retirement System 0.00% Add +2.7% 19,001 $744K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.2% 18,290 $716K
Illinois Municipal Retirement Fund 0.01% No change 18,252 $715K
Wesbanco Bank Inc. 0.03% New 18,200 $713K
Cambridge Investment Research Advisors, Inc. 0.00% Add +12.8% 17,337 $679K
New Mexico Educational Retirement Board 0.02% No change 17,300 $677K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 17,229 $675K
Ameritas Investment Partners, Inc. 0.02% No change 17,060 $668K
Johnson Investment Counsel Inc. 0.01% Add +5.0% 16,869 $661K
Gotham Asset Management 0.01% Reduce -22.8% 16,314 $639K
Campbell & CO Investment Adviser LLC 0.05% Add +35.4% 16,192 $634K
Victory Capital Management Inc. 0.00% Reduce -3.7% 15,822 $620K
Nicholas Wealth, LLC. 0.47% Reduce -10.9% 15,501 $607K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -1.8% 15,314 $600K
Versor Investments LP 0.12% Add +7.6% 14,958 $586K
Handelsbanken Fonder AB 0.00% No change 14,816 $580K
Hennion & Walsh Asset Management, Inc. 0.03% Add +10.1% 14,798 $579K
HGI Capital Management, LLC 0.62% New 14,750 $578K
MML Investors Services, LLC 0.00% Add +0.6% 14,486 $567K
Burney Co./ 0.02% Reduce -10.6% 14,113 $553K
Hancock Whitney Corp. 0.02% Reduce -1.3% 13,820 $541K
M&T Bank Corp 0.00% Add +8.9% 13,666 $536K
Aberdeen Group plc 0.00% Reduce -11.3% 13,218 $518K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 13,122 $514K
Peak Financial Advisors LLC 0.29% Add +1.7% 12,328 $483K
Hunter Perkins Capital Management, LLC 0.10% Add +8.7% 12,250 $480K
Malaga Cove Capital, LLC 0.19% Add +68.0% 11,719 $459K
James Investment Research, Inc. 0.05% New 11,048 $433K
Van Eck Associates Corp. 0.00% Reduce -4.7% 10,860 $425K
Jane Street Group, LLC 0.00% Reduce -86.1% 10,800 $423K
Lazard Asset Management LLC 0.00% Reduce -74.2% 10,624 $415K
Allspring Global Investments Holdings, LLC 0.00% Add +6.3% 10,332 $405K
Choreo, LLC 0.01% Reduce -5.6% 10,298 $403K
Nissay Asset Management Corp. /Japan 0.00% Add +3.0% 10,153 $398K
Vanguard Personalized Indexing Management, LLC 0.01% Add +73.0% 10,116 $396K
Gilman Hill Asset Management, LLC 0.07% Reduce -4.5% 10,025 $393K
NJ State Employees Deferred Compensation Plan 0.05% No change 10,000 $392K
First Hawaiian Bank 0.01% No change 9,732 $381K
Public Employees Retirement Association of Colorado 0.00% Reduce -5.3% 9,445 $370K
Voya Investment Management LLC 0.00% Reduce -6.9% 9,404 $368K
Los Angeles Capital Management LLC 0.00% New 9,398 $368K
Federated Hermes, Inc. 0.00% Reduce -26.7% 9,318 $365K
Xponance LLC 0.00% Reduce -3.4% 9,156 $359K
Mariner, LLC 0.00% Add +11.1% 9,098 $356K
Fisher Asset Management 0.00% Reduce -5.3% 8,973 $351K
Graham Capital Management, L.P. 0.02% New 8,719 $341K
Captrust Financial Advisors 0.00% Reduce -59.8% 8,644 $338K
Bank of Montreal 0.00% Reduce -27.3% 8,224 $322K
Arkadios Wealth Advisors 0.02% Reduce -23.8% 8,065 $316K
Oppenheimer & Co. Inc. 0.01% Reduce -1.1% 8,019 $314K
Vident Advisory, LLC 0.01% Reduce -3.9% 7,974 $312K
Westfield Capital Management Co. LP 0.00% No change 7,860 $308K
Raymond James Trust N.A. 0.01% Add +15.7% 7,677 $301K
Dynamic Technology Lab Private Ltd 0.03% New 7,455 $292K
Pearl River Capital, LLC 0.05% New 7,430 $291K
Presima Securities ULC 0.07% No change 7,300 $286K
Qube Research & Technologies Ltd 0.00% New 7,186 $281K
Johnson & White Wealth Management, LLC 0.20% No change 7,000 $274K
Worth Venture Partners, LLC 1.89% Reduce -12.7% 6,900 $270K
Alps Advisors Inc. 0.00% Reduce -3.3% 6,866 $269K
Quadrature Capital Ltd 0.00% New 6,565 $257K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.7% 6,472 $253K
Securian Asset Management, Inc. 0.01% Reduce -3.3% 6,308 $247K
State of Wisconsin Investment Board 0.00% Reduce -22.0% 6,275 $246K
SPC Financial, Inc. 0.02% Add +6.9% 6,200 $243K
AlphaQuest LLC 0.04% New 6,159 $241K
PEAK6 Investments LLC 0.01% Add +27.4% 6,108 $239K
Quantbot Technologies LP 0.01% New 6,081 $238K
Renaissance Group LLC 0.01% New 6,074 $238K
Maryland State Retirement & Pension System 0.00% No change 6,533 $235K
DoubleLine ETF Adviser LP 0.06% Add +11.1% 5,919 $232K
HighTower Advisors, LLC 0.00% New 5,823 $227K
Creative Planning 0.00% New 5,789 $227K
Integrated Wealth Concepts LLC 0.00% Reduce -3.3% 5,708 $224K
Whittier Trust Co. 0.00% Reduce -95.5% 5,636 $221K
Pekin Hardy Strauss, Inc. 0.03% Reduce -15.9% 5,305 $208K
Colonial River Investments, LLC 0.12% No change 5,295 $207K
Dark Forest Capital Management LP 0.04% New 5,289 $207K
Metis Global Partners, LLC 0.01% Add +3.1% 5,232 $205K
J. W. Coons Advisors, LLC 0.04% New 5,209 $204K
Wolverine Asset Management LLC 0.02% Reduce -31.9% 4,991 $195K
Virtus Advisers, LLC 0.09% Reduce -28.7% 4,403 $172K
PNC Financial Services Group, Inc. 0.00% Reduce -6.8% 3,935 $154K
Fernwood Investment Management, LLC 0.04% Reduce -43.4% 3,604 $150K
LGT Financial Advisors LLC 0.16% Reduce -4.5% 3,533 $138K
Hilltop National Bank 0.04% — 3,200 $125K
Tower Research Capital LLC (TRC) 0.00% Reduce -70.2% 3,075 $120K
SG Americas Securities, LLC 0.00% New 2,885 $113K
US Bancorp \de 0.00% Add +8.5% 2,847 $111K
Covestor Ltd 0.06% Reduce -2.6% 2,613 $102K
Metropolitan Life Insurance Co 0.00% Add +0.8% 2,385 $93K
Bessemer Group Inc. 0.00% No change 2,327 $91K
State of Wyoming 0.01% New 2,218 $87K
Osaic Holdings, Inc. 0.00% Reduce -49.6% 2,121 $83K
Catalyst Funds Management Pty Ltd 0.02% — 2,100 $82K
KBC Group NV 0.00% Add +82.0% 1,982 $78K
Cwm, LLC 0.00% Add +4.5% 1,876 $73K
Quadrant Capital Group LLC 0.01% Add +0.2% 1,802 $71K
Rothschild Investment LLC 0.00% New 1,434 $56K
Signaturefd, LLC 0.00% Add +11.7% 1,374 $54K
Farther Finance Advisors, LLC 0.00% No change 1,347 $52K
Fifth Third Bancorp 0.00% No change 1,181 $46K
Annis Gardner Whiting Capital Advisors, LLC 0.02% New 1,139 $45K
Huntington National Bank 0.00% No change 1,000 $39K
Parallel Advisors, LLC 0.00% Add +4.5% 990 $39K
Global Retirement Partners, LLC 0.00% Add +1.1% 989 $39K
HM Payson & Co. 0.00% No change 977 $38K
Sound Income Strategies, LLC 0.00% No change 799 $31K
Steward Partners Investment Advisory, LLC 0.00% Add +2.9% 757 $30K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -98.9% 750 $29K
NewEdge Advisors, LLC 0.00% Reduce -9.1% 608 $24K
FNY Investment Advisers, LLC 0.01% New 600 $23K
Geneos Wealth Management Inc. 0.00% No change 570 $22K
Benjamin F. Edwards & Company, Inc. 0.00% No change 544 $21K
Quarry LP 0.01% Add +3.3% 506 $20K
Private Trust Co. NA 0.00% New 494 $19K
Rise Advisors, LLC 0.01% New 453 $18K
Smartleaf Asset Management LLC 0.00% New 319 $12K
Caldwell Trust Co 0.00% No change 300 $12K
Lindbrook Capital, LLC 0.00% Add +12.4% 291 $11K
Peregrine Capital Management LLC 0.00% No change 290 $11K
Janiczek Wealth Management, LLC 0.00% No change 277 $11K
Criterion Capital Advisors, LLC 0.01% No change 260 $10K
Quent Capital, LLC 0.00% Add +101.0% 207 $8K
Lanark Financial, Inc. 0.00% Reduce -61.4% 200 $7K
Allworth Financial LP 0.00% No change 177 $7K
Venturi Wealth Management, LLC 0.00% Add +23.9% 176 $7K
CI Investments Inc. 0.00% Add +16.9% 145 $6K
Principal Securities, Inc. 0.00% Add +3.1% 133 $5K
Front Row Advisors LLC 0.00% New 118 $5K
UMB Bank, n.a. 0.00% No change 96 $4K
Bell Investment Advisors, Inc 0.00% No change 90 $4K
LRI Investments, LLC 0.00% — 90 $4K
Mather Group, Llc. 0.00% New 67 $3K
Westend Capital Management, LLC 0.00% — 70 $3K
GAMMA Investing LLC 0.00% Add +173.9% 63 $2K
Continuum Advisory, LLC 0.00% New 56 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 51 $2K
Sachetta, LLC 0.00% No change 37 $2K
Parkside Financial Bank & Trust 0.00% No change 39 $2K
Farmers & Merchants Investments Inc. 0.00% No change 35 $1K
Prestige Wealth Management Group LLC 0.00% No change 31 $1K
Valley National Advisers Inc. 0.00% Add +14.3% 40 $1K
EverSource Wealth Advisors, LLC 0.00% Add +80.0% 27 $946
Sunbelt Securities, Inc. 0.00% No change 21 $822
IFP Advisors, Inc 0.00% Reduce -73.7% 20 $783
Provenance Wealth Advisors, LLC 0.00% No change 18 $705
First Horizon Advisors, Inc. 0.00% No change 13 $509
Spire Wealth Management 0.00% New 13 $509
Concourse Financial Group Securities, Inc. 0.00% No change 12 $476
Moisand Fitzgerald Tamayo, LLC 0.00% No change 10 $411
MV Capital Management, Inc. 0.00% New 1 $40

"% of holder's portfolio" is NSA's weight in each manager's 13F, not the share of National Storage Affiliates the manager owns.