National Storage AffiliatesNSA

13F holders, Q3 2024 (September 30)
352holders −7
44new positions
51sold out
7famous investors
$48.18avg. 13F price*

At the end of Q3 2024, 352 institutions reported holding National Storage Affiliates (NSA) in their 13F filings, down 7 from Q2 2024. 44 opened new positions and 51 sold out. The largest holders were Vanguard Group Inc. ($466.5M), BlackRock, Inc. ($388.3M) and Wasatch Advisors LP ($297.5M). 7 famous investors held it, including Paul Tudor Jones (0.1% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions44$190.7M
Exits51$133.8M

All 13F filers, Q2 2024 → Q3 2024: 8,336,456 shares bought and 7,497,340 shares sold, net +839,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 352 holders

Vanguard Group Inc. 0.01% Reduce -2.2% 9,678,493 $466.5M
BlackRock, Inc. 0.01% — 8,056,485 $388.3M
Wasatch Advisors LP 1.46% Reduce -10.5% 6,172,782 $297.5M
State Street Corp. 0.01% Reduce -1.9% 3,711,400 $178.9M
Thrivent Financial for Lutherans 0.23% Add +0.9% 2,537,362 $122.3M
Long Pond Capital, LP 4.46% Add +425.5% 2,065,015 $99.5M
Capital World Investors 0.01% New 1,827,585 $88.1M
FMR LLC 0.00% Add +27.4% 1,664,182 $80.2M
Jennison Associates LLC 0.04% Reduce -8.9% 1,405,941 $67.8M
Geode Capital Management, LLC 0.01% Add +0.4% 1,333,260 $64.3M
Massachusetts Financial Services Co. 0.02% Reduce -2.7% 1,205,944 $58.1M
Dimensional Fund Advisors LP 0.01% Reduce -1.7% 1,049,170 $50.6M
Charles Schwab Investment Management Inc. 0.01% Add +4.5% 989,045 $47.7M
Alliancebernstein L.P. 0.02% Reduce -0.6% 965,689 $46.5M
Anchor Capital Advisors LLC 1.21% Reduce -3.3% 947,316 $45.7M
Bank of New York Mellon Corp 0.01% Reduce -8.1% 909,799 $43.9M
Cincinnati Insurance Co. 0.72% No change 893,654 $43.1M
Northern Trust Corp. 0.01% Reduce -5.4% 825,701 $39.8M
TimesSquare Capital Management, LLC 0.57% Reduce -6.6% 795,310 $38.3M
Morgan Stanley 0.00% Reduce -7.3% 724,641 $34.9M
GW&K Investment Management, LLC 0.29% Reduce -1.3% 711,039 $34.3M
Norges Bank 0.00% Add +11.3% 688,097 $33.2M
American Century Companies Inc. 0.02% New 684,444 $33.0M
Nuveen Asset Management, LLC 0.01% Add +5.8% 614,561 $29.6M
LPL Financial LLC 0.01% Add +2.1% 514,119 $24.8M
Invesco Ltd. 0.00% Reduce -29.9% 483,554 $23.3M
Heartland Advisors Inc. 1.11% Reduce -6.8% 441,100 $21.3M
Janus Henderson Group PLC 0.01% Reduce -27.0% 440,066 $21.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +385.7% 421,161 $20.3M
Leeward Investments, LLC - MA 0.92% Reduce -0.4% 413,093 $19.9M
Legal & General Group Plc 0.01% Reduce -15.5% 411,437 $19.8M
Swedbank AB 0.03% No change 410,000 $19.8M
Sei Investments Co. 0.02% Reduce -6.1% 365,095 $17.6M
APG Asset Management US Inc. 0.11% New 350,000 $16.6M
Marshall Wace, LLP 0.02% New 334,590 $16.1M
JPMorgan Chase & Co. 0.00% Add +15.4% 319,277 $15.4M
CBRE Investment Management Listed Real Assets LLC 0.24% No change 316,068 $15.2M
Arrowstreet Capital, Limited Partnership 0.01% Add +5855.9% 313,339 $15.1M
Raymond James & Associates 0.01% Add +9.9% 299,508 $14.4M
Bank of America Corp. 0.00% Add +9.9% 296,594 $14.3M
D. Scott Neal, Inc. 6.94% Reduce -1.8% 272,069 $13.1M
Kennedy Capital Management LLC 0.29% Add +7.3% 269,987 $13.0M
Macquarie Group Ltd. 0.01% Reduce -0.3% 258,846 $12.5M
Wells Fargo & Company 0.00% Add +0.7% 257,429 $12.4M
Victory Capital Management Inc. 0.01% Add +1581.9% 241,705 $11.7M
Neuberger Berman Group LLC 0.01% Add +106.4% 239,007 $11.5M
Mesirow Institutional Investment Management, Inc. 0.84% New 227,887 $11.0M
Allianz Asset Management GmbH 0.02% Reduce -35.8% 224,379 $10.8M
Citadel Advisors 0.01% Reduce -15.3% 212,950 $10.3M
Hancock Whitney Corp. 0.32% Add +1760.2% 208,195 $10.0M
Rhumbline Advisers 0.01% Reduce -2.9% 202,360 $9.8M
Crawford Investment Counsel Inc. 0.15% Reduce -8.9% 179,919 $8.7M
Quantinno Capital Management LP 0.11% Add +11.2% 176,744 $8.5M
Tudor Investment Corporation 0.09% New 173,732 $8.4M
Wedge Capital Management L L P 0.14% Reduce -26.6% 170,142 $8.2M
Envestnet Asset Management Inc. 0.00% Add +3.4% 169,150 $8.2M
Principal Financial Group Inc. 0.00% Reduce -30.3% 161,940 $7.8M
Edgestream Partners, L.P. 0.32% Add +61.1% 149,221 $7.2M
Los Angeles Capital Management LLC 0.03% Add +202.9% 147,819 $7.1M
California Public Employees Retirement System 0.00% Reduce -2.0% 143,557 $6.9M
Swiss National Bank 0.00% Reduce -4.7% 139,079 $6.7M
Centaurus Financial, Inc. 0.40% Reduce -7.3% 130,863 $6.3M
Public Employees Retirement System of Ohio 0.03% Reduce -1.0% 125,368 $6.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -6.3% 124,737 $6.0M
Guggenheim Capital LLC 0.04% Add +119.9% 124,581 $6.0M
Man Group plc 0.02% Add +58.5% 121,530 $5.9M
Franklin Resources Inc. 0.00% Add +48.1% 130,051 $5.8M
First Trust Advisors LP 0.01% Add +224.1% 118,317 $5.7M
Phocas Financial Corp. 0.64% Reduce -5.8% 118,045 $5.7M
Goldman Sachs Group Inc. 0.00% Reduce -62.8% 116,129 $5.6M
Millennium Management 0.01% Reduce -28.5% 115,722 $5.6M
Ameriprise Financial Inc. 0.00% Reduce -40.1% 113,904 $5.5M
B. Metzler seel. Sohn & Co. Holding AG 0.05% — 112,164 $5.4M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -8.0% 112,164 $5.4M
Keeley-Teton Advisors, LLC 0.58% Reduce -3.5% 109,972 $5.3M
Citigroup Inc. 0.00% Add +238.9% 108,734 $5.2M
Baird Financial Group, Inc. 0.01% Reduce -5.8% 105,698 $5.1M
Royal Bank of Canada 0.00% Reduce -0.1% 103,203 $5.0M
Redwood Investment Management, LLC 0.44% Reduce -25.2% 104,086 $4.9M
Asset Management One Co., Ltd. 0.02% Reduce -2.3% 99,275 $4.8M
New York State Teachers Retirement System 0.01% Reduce -1.4% 98,756 $4.8M
Algert Global LLC 0.13% No change 97,635 $4.7M
Pacer Advisors, Inc. 0.01% Add +4.8% 96,775 $4.7M
Voya Investment Management LLC 0.01% Add +822.6% 96,720 $4.7M
Nomura Asset Management Co. Ltd. 0.01% Reduce -0.7% 86,230 $4.2M
Retirement Systems of Alabama 0.02% Reduce -1.3% 84,877 $4.1M
Ontario Teachers Pension Plan Board 0.04% Reduce -67.9% 83,331 $4.0M
Corebridge Financial, Inc. 0.02% Reduce -6.3% 82,618 $4.0M
Oppenheimer Asset Management Inc. 0.05% Reduce -9.7% 82,197 $4.0M
Cincinnati Financial Corp. 0.09% No change 82,030 $4.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -0.6% 76,529 $3.7M
Natixis Advisors, LLC 0.01% Add +5.1% 75,724 $3.6M
Advisory Alpha, LLC 0.12% No change 72,569 $3.5M
Cetera Investment Advisers 0.01% Reduce -11.0% 72,178 $3.5M
Aptus Capital Advisors, LLC 0.05% Add +15.8% 71,770 $3.5M
Jupiter Asset Management Ltd. 0.03% New 69,268 $3.3M
California State Teachers Retirement System 0.00% Reduce -7.0% 67,222 $3.2M
HRT Financial LP 0.02% Reduce -60.2% 65,541 $3.2M
XML Financial, LLC 0.26% Reduce -1.6% 58,990 $2.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.0% 56,840 $2.7M
Axxcess Wealth Management, LLC 0.07% Reduce -0.3% 56,672 $2.7M
Barclays PLC 0.00% Reduce -48.4% 55,389 $2.7M
Fuller & Thaler Asset Management, Inc. 0.01% Add +55.3% 55,253 $2.7M
Stifel Financial Corp. 0.00% Reduce -1.8% 55,232 $2.7M
Empowered Funds, LLC 0.04% Add +3.0% 55,016 $2.7M
Federated Hermes, Inc. 0.01% Add +556.9% 52,552 $2.5M
Allspring Global Investments Holdings, LLC 0.00% Add +515.4% 52,177 $2.5M
Pinebridge Investments, L.P. 0.02% New 49,018 $2.4M
T. Rowe Price Associates Inc. 0.00% Add +2.3% 48,787 $2.4M
QSV Equity Investors LLC 2.17% No change 47,993 $2.3M
Cerity Partners LLC 0.01% Add +35.8% 47,784 $2.3M
Schonfeld Strategic Advisors LLC 0.02% Reduce -67.3% 47,309 $2.3M
New York State Common Retirement Fund 0.00% Reduce -20.5% 47,033 $2.3M
HSBC Holdings PLC 0.00% Reduce -6.8% 46,823 $2.3M
Alberta Investment Management Corp 0.02% New 46,415 $2.2M
Harbor Capital Advisors, Inc. 0.10% Reduce -12.6% 46,192 $2.2M
Caxton Associates LP 0.10% Add +22.3% 46,062 $2.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 45,029 $2.2M
Truist Financial Corp. 0.00% Add +0.1% 44,610 $2.2M
Prudential Financial Inc. 0.00% Add +4.2% 44,284 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -17.8% 43,586 $2.1M
Gillson Capital LP 0.18% Reduce -85.9% 41,700 $2.0M
State of Alaska, Department of Revenue 0.02% Reduce -3.0% 40,962 $2.0M
Ensign Peak Advisors, Inc 0.00% No change 40,830 $2.0M
Deutsche Bank AG 0.00% Reduce -63.3% 39,924 $1.9M
MetLife Investment Management, LLC 0.01% Reduce -1.7% 38,211 $1.8M
Mutual of America Capital Management LLC 0.02% Reduce -5.4% 37,763 $1.8M
Two Sigma Advisers, LP 0.00% Reduce -13.2% 37,500 $1.8M
UBS Group AG 0.00% Reduce -44.0% 37,331 $1.8M
Paralel Advisors LLC 0.07% No change 35,000 $1.7M
Amundi 0.00% Reduce -9.6% 37,118 $1.7M
Penserra Capital Management LLC 0.04% Add +22.9% 34,063 $1.6M
AlphaQuest LLC 0.14% Add +91.2% 32,971 $1.6M
Nisa Investment Advisors, LLC 0.01% Reduce -13.8% 32,872 $1.6M
Amalgamated Bank 0.01% Reduce -26.1% 32,534 $1.6M
Cresset Asset Management, LLC 0.01% Add +24.5% 31,831 $1.5M
Jane Street Group, LLC 0.00% Reduce -91.7% 31,661 $1.5M
Independent Advisor Alliance 0.06% Add +12.4% 31,510 $1.5M
Convergence Investment Partners, LLC 0.41% Add +110.9% 31,449 $1.5M
STRS Ohio 0.01% New 30,914 $1.5M
Renaissance Technologies 0.00% Reduce -9.4% 30,900 $1.5M
Capital Fund Management S.A. 0.02% Reduce -72.1% 30,248 $1.5M
Treasurer of the State of North Carolina 0.01% Reduce -3.6% 30,032 $1.4M
State of Tennessee, Department of Treasury 0.01% Reduce -1.9% 29,277 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 28,685 $1.4M
Jacobs Levy Equity Management, Inc. 0.01% New 28,361 $1.4M
Vancity Investment Management Ltd 0.16% Reduce -51.3% 27,740 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.5% 27,423 $1.3M
Pasadena Private Wealth, LLC 0.28% Reduce -5.0% 27,331 $1.3M
Resona Asset Management Co.,Ltd. 0.01% Reduce -5.1% 27,057 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 26,364 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -11.9% 25,807 $1.2M
DekaBank Deutsche Girozentrale 0.00% No change 25,133 $1.2M
Moseley Investment Management Inc. 0.47% Reduce -1.0% 24,581 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -3.8% 24,444 $1.2M
Brevan Howard Capital Management LP 0.06% Reduce -22.5% 24,178 $1.2M
Y-Intercept (Hong Kong) Ltd 0.07% Reduce -23.0% 23,743 $1.1M
Nebula Research & Development LLC 0.14% Add +207.9% 23,554 $1.1M
Intech Investment Management LLC 0.01% Reduce -19.5% 23,370 $1.1M
Pictet Asset Management Holding SA 0.00% No change 23,328 $1.1M
Daiwa Securities Group Inc. 0.01% Add +6.5% 23,248 $1.1M
State Board of Administration of Florida Retirement System 0.00% No change 22,979 $1.1M
Handelsbanken Fonder AB 0.00% Add +36.3% 22,916 $1.1M
James Investment Research, Inc. 0.13% Add +35.3% 22,704 $1.1M
Clear Creek Financial Management, LLC 0.12% Reduce -0.7% 22,366 $1.1M
AQR Capital Management 0.00% Add +8.3% 21,360 $1.0M
Arizona State Retirement System 0.01% Reduce -1.3% 20,507 $988K
O'shaughnessy Asset Management, LLC 0.01% New 21,621 $959K
Pensionfund PDN 0.44% No change 19,800 $954K
Keybank National Association 0.00% Reduce -8.0% 19,691 $949K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.4% 19,587 $944K
Louisiana State Employees Retirement System 0.02% Reduce -1.5% 19,400 $935K
UniSuper Management Pty Ltd 0.01% Reduce -4.0% 19,400 $935K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -18.5% 18,828 $908K
Illinois Municipal Retirement Fund 0.01% No change 18,252 $880K
Wesbanco Bank Inc. 0.03% No change 18,200 $877K
Orion Porfolio Solutions, LLC 0.01% Reduce -5.7% 17,883 $862K
Orion Portfolio Solutions, LLC 0.01% Reduce -5.7% 17,883 $862K
Beacon Investment Advisors LLC 0.40% No change 17,500 $844K
New Mexico Educational Retirement Board 0.03% No change 17,300 $834K
Mariner, LLC 0.00% Add +80.2% 17,204 $829K
Russell Investments Group, Ltd. 0.00% Reduce -0.7% 16,894 $814K
Johnson Investment Counsel Inc. 0.01% No change 16,869 $813K
State of Michigan Retirement System 0.00% Reduce -1.2% 16,601 $800K
IFM Investors Pty Ltd 0.01% Reduce -4.1% 15,973 $770K
Campbell & CO Investment Adviser LLC 0.06% New 15,674 $755K
Lazard Asset Management LLC 0.00% Reduce -0.8% 15,692 $755K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.3% 15,501 $747K
Credit Agricole S A 0.00% New 15,427 $744K
Gotham Asset Management 0.01% Add +8.8% 15,390 $742K
Nicholas Wealth, LLC. 0.46% Reduce -18.9% 15,181 $732K
Pathstone Holdings, LLC 0.00% Reduce -37.0% 14,627 $705K
Ritholtz Wealth Management 0.02% New 14,442 $696K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.3% 14,335 $691K
Choreo, LLC 0.01% Add +10.8% 14,500 $688K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.1% 14,203 $685K
M&T Bank Corp 0.00% Reduce -1.0% 13,698 $660K
Aberdeen Group plc 0.00% Add +4.8% 13,651 $658K
Rockefeller Capital Management L.P. 0.00% Reduce -0.8% 13,592 $654K
1620 Investment Advisors, Inc. 0.48% Add +0.7% 13,429 $647K
Teacher Retirement System of Texas 0.00% Add +16.0% 13,408 $646K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 13,122 $632K
MML Investors Services, LLC 0.00% Reduce -7.2% 12,350 $595K
Peak Financial Advisors LLC 0.30% Reduce -3.9% 12,198 $588K
Hunter Perkins Capital Management, LLC 0.11% No change 10,825 $522K
Malaga Cove Capital, LLC 0.21% Reduce -2.9% 10,792 $520K
XTX Topco Ltd 0.04% Reduce -10.9% 10,708 $516K
Van Eck Associates Corp. 0.00% Add +7.8% 11,899 $515K
Navellier & Associates Inc. 0.07% Reduce -21.7% 10,638 $513K
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.8% 10,617 $512K
Creative Planning 0.00% Add +27.3% 10,501 $506K
Assetmark, Inc. 0.00% New 10,400 $501K
NJ State Employees Deferred Compensation Plan 0.06% No change 10,000 $482K
Nissay Asset Management Corp. /Japan 0.00% Add +5.3% 9,813 $473K
Gilman Hill Asset Management, LLC 0.08% Reduce -6.0% 9,775 $471K
First Hawaiian Bank 0.01% Reduce -1.0% 9,637 $465K
Fisher Asset Management 0.00% Add +0.5% 9,513 $459K
Public Employees Retirement Association of Colorado 0.00% No change 8,883 $428K
Cornerstone Investment Partners, LLC 0.02% Reduce -1.3% 8,835 $426K
BNP Paribas Financial Markets 0.00% Reduce -67.8% 8,560 $413K
Vident Advisory, LLC 0.01% Add +7.0% 8,539 $412K
Arkadios Wealth Advisors 0.02% Add +9.0% 8,465 $408K
Raymond James Trust N.A. 0.01% Add +9.8% 8,427 $406K
Captrust Financial Advisors 0.00% Reduce -2.9% 8,219 $396K
Burney Co./ 0.01% Reduce -11.0% 8,115 $391K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.3% 8,009 $386K
Westfield Capital Management Co. LP 0.00% No change 7,860 $379K
NewEdge Advisors, LLC 0.00% Add +1389.3% 7,670 $370K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -20.5% 7,617 $367K
Presima Securities ULC 0.08% Add +1.3% 7,600 $366K
Pensionfund Sabic 0.11% Reduce -20.8% 7,600 $366K
Xponance LLC 0.00% Add +0.3% 7,576 $365K
Commonwealth Equity Services, LLC 0.00% New 7,458 $359K
Bank of Montreal 0.00% Add +1.2% 7,439 $353K
Metis Global Partners, LLC 0.01% Add +30.0% 7,195 $347K
Oppenheimer & Co. Inc. 0.01% Reduce -1.0% 7,193 $347K
J. W. Coons Advisors, LLC 0.06% Add +19.9% 7,000 $337K
Transcendent Capital Group LLC 0.17% New 6,927 $334K
Alps Advisors Inc. 0.00% Add +7.9% 6,823 $329K
Atria Investments, Inc 0.00% Reduce -10.7% 6,726 $324K
Clare Market Investments LLC 0.08% New 6,721 $324K
Integrated Wealth Concepts LLC 0.00% Add +19.7% 6,583 $317K
HighTower Advisors, LLC 0.00% Reduce -11.3% 6,583 $317K
SPC Financial, Inc. 0.03% No change 6,500 $313K
Renaissance Group LLC 0.01% No change 6,292 $303K
Concurrent Investment Advisors, LLC 0.01% Add +11.5% 6,257 $302K
SG Americas Securities, LLC 0.00% New 5,900 $284K
Flagship Harbor Advisors, LLC 0.02% Add +1.2% 5,825 $281K
State of Wisconsin Investment Board 0.00% Reduce -8.0% 5,776 $278K
Graham Capital Management, L.P. 0.01% Reduce -57.7% 5,537 $267K
Securian Asset Management, Inc. 0.01% Reduce -2.3% 5,433 $262K
Crossmark Global Holdings, Inc. 0.00% Reduce -71.6% 5,290 $255K
Pekin Hardy Strauss, Inc. 0.03% Reduce -0.6% 5,275 $254K
Susquehanna International Group, LLP 0.00% Reduce -82.6% 5,206 $251K
Van Hulzen Asset Management, LLC 0.02% New 5,150 $248K
Colonial River Investments, LLC 0.12% Reduce -3.2% 5,125 $247K
Bridgefront Capital, LLC 0.09% Reduce -60.7% 4,929 $238K
Fox Run Management, L.L.C. 0.05% Reduce -84.5% 4,920 $237K
Wolverine Asset Management LLC 0.02% New 4,793 $231K
Versor Investments LP 0.04% New 4,600 $222K
Cibc World Market Inc. 0.00% New 4,415 $213K
Arete Wealth Advisors, LLC 0.02% Reduce -15.9% 4,392 $212K
Associated Banc-Corp 0.01% Reduce -13.2% 4,333 $209K
Mackenzie Financial Corp. 0.00% New 4,285 $207K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 4,167 $201K
PNC Financial Services Group, Inc. 0.00% Reduce -3.6% 4,153 $200K
Simplex Trading, LLC 0.01% New 3,905 $188K
Virtus Advisers, LLC 0.09% Reduce -20.2% 3,883 $187K
Tower Research Capital LLC (TRC) 0.00% Reduce -74.8% 3,800 $183K
Hilltop National Bank 0.05% No change 3,200 $154K
Whittier Trust Co. 0.00% No change 3,116 $150K
US Bancorp \de 0.00% Add +13.3% 3,073 $148K
Bessemer Group Inc. 0.00% Add +1.0% 2,899 $139K
Catalyst Funds Management Pty Ltd 0.03% Add +16.7% 2,800 $135K
Sterling Capital Management LLC 0.00% — 2,731 $132K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +29.3% 2,764 $131K
CIBC Private Wealth Group LLC 0.00% Add +9628.0% 2,432 $117K
GeoWealth Management, LLC 0.00% New 2,408 $116K
Signaturefd, LLC 0.00% Add +6.7% 2,172 $105K
KBC Group NV 0.00% No change 1,982 $96K
Cwm, LLC 0.00% Reduce -1.3% 1,957 $94K
Smartleaf Asset Management LLC 0.01% Add +94.5% 1,836 $87K
FIL Ltd 0.00% Reduce -48.0% 1,769 $85K
Quadrant Capital Group LLC 0.01% Add +0.8% 1,747 $84K
Osaic Holdings, Inc. 0.00% Reduce -13.7% 1,466 $71K
GAMMA Investing LLC 0.01% Add +174.9% 1,457 $70K
Venturi Wealth Management, LLC 0.00% Add +514.8% 1,451 $70K
Parallel Advisors, LLC 0.00% Add +48.3% 1,449 $70K
Rothschild Investment LLC 0.00% No change 1,434 $69K
Farther Finance Advisors, LLC 0.00% Reduce -0.2% 1,376 $66K
Fifth Third Bancorp 0.00% Add +2.9% 1,274 $61K
Danske Bank A/S 0.00% Add +175.0% 1,100 $53K
Huntington National Bank 0.00% Add +4.9% 1,083 $52K
IFP Advisors, Inc 0.00% Add +5000.0% 1,020 $49K
HM Payson & Co. 0.00% No change 977 $47K
LGT Financial Advisors LLC 0.11% Reduce -37.1% 919 $44K
Bellevue Asset Management, LLC 0.02% New 800 $39K
Sound Income Strategies, LLC 0.00% No change 799 $39K
Steward Partners Investment Advisory, LLC 0.00% Add +1.2% 745 $36K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 650 $31K
Geneos Wealth Management Inc. 0.00% Add +6.5% 607 $29K
Ashton Thomas Securities, LLC 0.01% New 592 $29K
Loomis Sayles & Co. L P 0.00% New 520 $25K
Global Retirement Partners, LLC 0.00% Add +0.6% 511 $25K
Private Trust Co. NA 0.00% No change 494 $24K
Lindbrook Capital, LLC 0.00% Add +63.7% 491 $24K
Covestor Ltd 0.01% Reduce -12.0% 478 $23K
Rise Advisors, LLC 0.01% Add +1.1% 471 $23K
Accent Capital Management, LLC 0.01% New 313 $15K
Fourpath Capital Management, LLC 0.00% New 300 $14K
Caldwell Trust Co 0.00% No change 300 $14K
Peregrine Capital Management LLC 0.00% No change 290 $14K
Arax Advisory Partners 0.00% Add +27.2% 276 $13K
Criterion Capital Advisors, LLC 0.01% No change 260 $11K
Versant Capital Management, Inc 0.00% Add +279.3% 220 $11K
Jones Financial Companies LLLP 0.00% Add +171.6% 220 $11K
Quent Capital, LLC 0.00% No change 207 $10K
Blue Trust, Inc. 0.00% Add +602.9% 239 $10K
Allworth Financial LP 0.00% No change 190 $9K
Ransom Advisory, Ltd 0.00% Reduce -74.3% 180 $9K
Quarry LP 0.00% New 170 $8K
St Germain D J Co. Inc. 0.00% No change 167 $8K
JNBA Financial Advisors 0.00% New 160 $8K
Lanark Financial, Inc. 0.00% No change 162 $7K
Principal Securities, Inc. 0.00% No change 136 $7K
CI Investments Inc. 0.00% Reduce -3.8% 127 $6K
Promethos Capital, LLC 0.00% New 120 $6K
Bell Investment Advisors, Inc 0.00% No change 90 $4K
Sachetta, LLC 0.00% No change 74 $4K
Brown Brothers Harriman & Co. 0.00% New 67 $3K
EverSource Wealth Advisors, LLC 0.00% No change 66 $3K
MassMutual Private Wealth & Trust, FSB 0.00% No change 51 $2K
Continuum Advisory, LLC 0.00% No change 56 $2K
Earned Wealth Advisors, LLC 0.00% New 47 $2K
Parkside Financial Bank & Trust 0.00% No change 39 $2K
SWAN Capital LLC 0.00% New 35 $2K
Farmers & Merchants Investments Inc. 0.00% No change 35 $2K
Prestige Wealth Management Group LLC 0.00% No change 31 $1K
Crewe Advisors LLC 0.00% No change 30 $1K
Brooklyn Investment Group 0.00% New 22 $1K
Provenance Wealth Advisors, LLC 0.00% No change 18 $868
UMB Bank, n.a. 0.00% Add +125.0% 18 $868
Key Financial Inc 0.00% No change 16 $771
First Horizon Advisors, Inc. 0.00% No change 13 $627
Spire Wealth Management 0.00% No change 13 $627
Fortitude Family Office, LLC 0.00% New 12 $578
Concourse Financial Group Securities, Inc. 0.00% No change 12 $578
Moisand Fitzgerald Tamayo, LLC 0.00% No change 11 $526
Dunhill Financial, LLC 0.00% New 5 $226
Mather Group, Llc. 0.00% New 3 $145
Whittier Trust Co. of Nevada Inc. 0.00% No change 3 $144
MV Capital Management, Inc. 0.00% No change 1 $49

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