National Storage AffiliatesNSA

13F holders, Q4 2024 (December 31)
349holders −3
25new positions
34sold out
8famous investors
$37.92avg. 13F price*

At the end of Q4 2024, 349 institutions reported holding National Storage Affiliates (NSA) in their 13F filings, down 3 from Q3 2024. 25 opened new positions and 34 sold out. The largest holders were Vanguard Group Inc. ($370.0M), BlackRock, Inc. ($316.5M) and Wasatch Advisors LP ($253.2M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions25$74.1M
Exits34$126.1M

All 13F filers, Q3 2024 → Q4 2024: 5,840,443 shares bought and 6,137,703 shares sold, net −297,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 349 holders

Vanguard Group Inc. 0.01% Add +0.8% 9,759,416 $370.0M
BlackRock, Inc. 0.01% Add +3.6% 8,349,676 $316.5M
Wasatch Advisors LP 1.25% Add +8.2% 6,679,180 $253.2M
State Street Corp. 0.01% Add +1.6% 3,768,958 $142.9M
Thrivent Financial for Lutherans 0.19% Add +0.4% 2,548,145 $96.6M
Capital World Investors 0.01% Add +6.2% 1,941,558 $73.6M
Geode Capital Management, LLC 0.00% Add +1.2% 1,348,728 $51.1M
Balyasny Asset Management L.P. 0.12% New 1,347,437 $51.1M
Jennison Associates LLC 0.03% Reduce -6.0% 1,321,733 $50.1M
TimesSquare Capital Management, LLC 0.61% Add +39.7% 1,110,784 $42.1M
Massachusetts Financial Services Co. 0.01% Reduce -9.4% 1,091,927 $41.4M
Northern Trust Corp. 0.01% Add +30.7% 1,078,877 $40.9M
Dimensional Fund Advisors LP 0.01% Reduce -1.9% 1,029,180 $39.0M
Charles Schwab Investment Management Inc. 0.01% Add +2.4% 1,012,411 $38.4M
Anchor Capital Advisors LLC 0.98% Reduce -4.3% 906,411 $34.4M
Cincinnati Insurance Co. 0.60% No change 893,654 $33.9M
FMR LLC 0.00% Reduce -46.5% 889,699 $33.7M
Bank of New York Mellon Corp 0.01% Reduce -4.7% 866,948 $32.9M
Morgan Stanley 0.00% Add +8.5% 786,496 $29.8M
GW&K Investment Management, LLC 0.25% Add +8.8% 773,523 $29.3M
American Century Companies Inc. 0.02% Add +8.6% 742,959 $28.2M
Alliancebernstein L.P. 0.01% Reduce -24.8% 726,165 $27.5M
Norges Bank 0.00% Add +2.5% 705,263 $26.7M
Nuveen Asset Management, LLC 0.01% Add +0.7% 618,924 $23.5M
Janus Henderson Group PLC 0.01% Add +21.4% 534,183 $20.3M
LPL Financial LLC 0.01% Add +3.8% 533,812 $20.2M
Marshall Wace, LLP 0.03% Add +57.6% 527,355 $20.0M
Invesco Ltd. 0.00% Reduce -1.9% 474,362 $18.0M
Heartland Advisors Inc. 0.91% Reduce -0.1% 440,500 $16.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.1% 434,213 $16.5M
APG Asset Management US Inc. 0.12% Add +14.9% 402,093 $15.2M
Sei Investments Co. 0.02% Add +8.0% 394,158 $14.9M
Leeward Investments, LLC - MA 0.73% Reduce -7.0% 384,233 $14.6M
Legal & General Group Plc 0.00% Reduce -8.2% 377,532 $14.3M
Raymond James Financial Inc. 0.00% — 352,251 $13.4M
CBRE Investment Management Listed Real Assets LLC 0.21% No change 316,068 $12.0M
JPMorgan Chase & Co. 0.00% Reduce -2.0% 312,983 $11.9M
Franklin Resources Inc. 0.00% Add +140.6% 312,929 $11.9M
Woodline Partners LP 0.08% New 302,399 $11.5M
UBS Group AG 0.00% Add +708.6% 301,875 $11.4M
Mesirow Institutional Investment Management, Inc. 0.78% Add +18.0% 268,809 $10.2M
Wells Fargo & Company 0.00% Add +3.4% 266,068 $10.1M
D. Scott Neal, Inc. 5.50% Reduce -2.8% 264,592 $10.0M
Allianz Asset Management GmbH 0.01% Add +8.8% 244,057 $9.3M
Schonfeld Strategic Advisors LLC 0.06% Add +404.9% 238,845 $9.1M
Victory Capital Management Inc. 0.01% Reduce -7.8% 222,883 $8.4M
Bank of America Corp. 0.00% Reduce -25.5% 220,831 $8.4M
Citadel Advisors 0.01% Add +2.7% 218,712 $8.3M
Quantinno Capital Management LP 0.08% Add +20.2% 212,400 $8.1M
Rhumbline Advisers 0.01% Reduce -0.3% 201,862 $7.7M
Hancock Whitney Corp. 0.23% Reduce -6.7% 194,280 $7.4M
Swedbank AB 0.01% Reduce -53.7% 190,000 $7.2M
Wedge Capital Management L L P 0.13% Add +11.3% 189,371 $7.2M
Crawford Investment Counsel Inc. 0.12% Add +1.6% 182,893 $6.9M
Voya Investment Management LLC 0.01% Add +88.9% 182,689 $6.9M
Kennedy Capital Management LLC 0.15% Reduce -35.4% 174,524 $6.6M
Principal Financial Group Inc. 0.00% Reduce -0.6% 161,014 $6.1M
Envestnet Asset Management Inc. 0.00% Reduce -5.2% 160,373 $6.1M
Barclays PLC 0.00% Add +188.2% 159,653 $6.1M
Renaissance Technologies 0.01% Add +368.0% 144,600 $5.5M
Swiss National Bank 0.00% Add +2.1% 141,979 $5.4M
CANADA LIFE ASSURANCE Co 0.01% Add +10.1% 137,327 $5.2M
WINTON GROUP Ltd 0.34% New 133,346 $5.1M
California Public Employees Retirement System 0.00% Reduce -7.2% 133,185 $5.0M
Citigroup Inc. 0.00% Add +22.3% 132,992 $5.0M
Centaurus Financial, Inc. 0.29% Reduce -4.4% 125,063 $4.7M
Public Employees Retirement System of Ohio 0.02% Reduce -1.1% 124,026 $4.7M
Neuberger Berman Group LLC 0.00% Reduce -52.5% 113,566 $4.3M
Royal Bank of Canada 0.00% Add +6.0% 109,391 $4.1M
Ameriprise Financial Inc. 0.00% Reduce -4.3% 108,958 $4.1M
Baird Financial Group, Inc. 0.01% Add +1.1% 106,821 $4.0M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -5.1% 106,460 $4.0M
Ontario Teachers Pension Plan Board 0.06% Add +26.2% 105,182 $4.0M
Man Group plc 0.01% Reduce -14.7% 103,702 $3.9M
Asset Management One Co., Ltd. 0.01% Add +4.9% 104,118 $3.9M
New York State Teachers Retirement System 0.01% Reduce -6.5% 92,361 $3.5M
Keeley-Teton Advisors, LLC 0.40% Reduce -17.3% 90,951 $3.4M
Nomura Asset Management Co. Ltd. 0.01% Add +5.4% 90,880 $3.4M
Oppenheimer Asset Management Inc. 0.04% Add +9.3% 89,852 $3.4M
First Trust Advisors LP 0.00% Reduce -25.3% 88,379 $3.4M
Aptus Capital Advisors, LLC 0.04% Add +22.3% 87,765 $3.3M
SG Americas Securities, LLC 0.01% Add +1354.0% 85,784 $3.3M
Retirement Systems of Alabama 0.01% Add +0.5% 85,289 $3.2M
Cincinnati Financial Corp. 0.07% No change 82,030 $3.1M
Natixis Advisors, LLC 0.01% Add +5.8% 80,112 $3.0M
Corebridge Financial, Inc. 0.02% Reduce -3.9% 79,369 $3.0M
Jane Street Group, LLC 0.00% Add +139.5% 75,838 $2.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -1.8% 75,185 $2.9M
Cetera Investment Advisers 0.01% Add +2.2% 73,758 $2.8M
Advisory Alpha, LLC 0.10% No change 72,569 $2.8M
Pacer Advisors, Inc. 0.01% Reduce -29.8% 67,962 $2.6M
California State Teachers Retirement System 0.00% Add +0.2% 67,364 $2.6M
Goldman Sachs Group Inc. 0.00% Reduce -44.2% 64,763 $2.5M
Cerity Partners LLC 0.01% Add +14.1% 54,521 $2.4M
Amundi 0.00% Add +76.7% 65,569 $2.4M
Tudor Investment Corporation 0.03% Reduce -63.8% 62,906 $2.4M
Los Angeles Capital Management LLC 0.01% Reduce -57.6% 62,617 $2.4M
Fuller & Thaler Asset Management, Inc. 0.01% Add +12.7% 62,243 $2.4M
Empowered Funds, LLC 0.03% Add +9.4% 60,200 $2.3M
Intech Investment Management LLC 0.02% Add +147.7% 57,878 $2.2M
Edgestream Partners, L.P. 0.09% Reduce -62.0% 56,635 $2.1M
XML Financial, LLC 0.19% Reduce -5.1% 55,965 $2.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.0% 55,683 $2.1M
Capital Fund Management S.A. 0.02% Add +82.3% 55,156 $2.1M
Harbor Capital Advisors, Inc. 0.09% Add +18.8% 54,854 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +11.9% 54,591 $2.1M
Stifel Financial Corp. 0.00% Reduce -1.1% 54,603 $2.1M
HSBC Holdings PLC 0.00% Add +13.1% 52,965 $2.0M
Axxcess Wealth Management, LLC 0.05% Reduce -9.0% 51,547 $2.0M
QSV Equity Investors LLC 1.76% Add +0.4% 48,164 $1.8M
Guggenheim Capital LLC 0.01% Reduce -61.5% 48,006 $1.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +5.6% 47,570 $1.8M
State of New Jersey Common Pension Fund D 0.01% Add +8.9% 47,449 $1.8M
Prudential Financial Inc. 0.00% Reduce -7.0% 41,184 $1.8M
Jacobs Levy Equity Management, Inc. 0.01% Add +64.4% 46,638 $1.8M
Alberta Investment Management Corp 0.01% No change 46,415 $1.8M
Truist Financial Corp. 0.00% Reduce -1.2% 44,078 $1.7M
State of Alaska, Department of Revenue 0.02% Add +1.8% 41,714 $1.6M
MetLife Investment Management, LLC 0.01% Add +8.9% 41,595 $1.6M
AlphaQuest LLC 0.21% Add +24.4% 41,016 $1.6M
Ensign Peak Advisors, Inc 0.00% No change 40,830 $1.5M
Algert Global LLC 0.03% Reduce -59.9% 39,163 $1.5M
Deutsche Bank AG 0.00% Reduce -3.1% 38,686 $1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +39.4% 38,228 $1.4M
New Age Alpha Advisors, LLC 0.06% New 38,221 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +43.3% 37,769 $1.4M
Mutual of America Capital Management LLC 0.02% Reduce -1.9% 37,053 $1.4M
Two Sigma Advisers, LP 0.00% Reduce -3.7% 36,100 $1.4M
Paralel Advisors LLC 0.06% No change 35,000 $1.3M
Amalgamated Bank 0.01% Add +2.5% 33,356 $1.3M
Macquarie Group Ltd. 0.00% Reduce -87.3% 32,797 $1.2M
Nebula Research & Development LLC 0.14% Add +38.1% 32,529 $1.2M
New York State Common Retirement Fund 0.00% Reduce -33.4% 31,339 $1.2M
Pinebridge Investments, L.P. 0.01% Reduce -36.3% 31,220 $1.2M
Nisa Investment Advisors, LLC 0.00% Reduce -5.3% 31,120 $1.2M
Treasurer of the State of North Carolina 0.00% Add +2.3% 30,732 $1.2M
State of Tennessee, Department of Treasury 0.00% Reduce -2.7% 28,474 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -1.7% 28,195 $1.1M
Brevan Howard Capital Management LP 0.03% Add +16.0% 28,046 $1.1M
Resona Asset Management Co.,Ltd. 0.01% Add +3.2% 27,922 $1.1M
Credit Agricole S A 0.00% Add +73.0% 26,688 $1.0M
Pasadena Private Wealth, LLC 0.20% Reduce -3.8% 26,290 $997K
Penserra Capital Management LLC 0.02% Reduce -23.4% 26,090 $989K
Millennium Management 0.00% Reduce -78.0% 25,496 $967K
Police & Firemen's Retirement System of New Jersey 0.01% — 25,116 $952K
Handelsbanken Fonder AB 0.00% Add +9.2% 25,016 $948K
State Board of Administration of Florida Retirement System 0.00% Add +8.2% 24,859 $942K
Yousif Capital Management, LLC 0.01% Reduce -4.3% 24,709 $937K
DekaBank Deutsche Girozentrale 0.00% No change 25,133 $935K
Moseley Investment Management Inc. 0.36% Reduce -0.9% 24,367 $924K
Landscape Capital Management, L.L.C. 0.10% New 24,181 $917K
Daiwa Securities Group Inc. 0.00% Reduce -0.1% 23,224 $880K
Clear Creek Financial Management, LLC 0.09% Add +0.8% 22,546 $855K
Pictet Asset Management Holding SA 0.00% Reduce -3.4% 22,537 $854K
Janney Montgomery Scott LLC 0.00% Reduce -8.1% 22,457 $851K
James Investment Research, Inc. 0.10% Reduce -2.5% 22,125 $839K
AQR Capital Management 0.00% Reduce -0.6% 21,239 $800K
BNP Paribas Financial Markets 0.00% Add +145.5% 21,015 $797K
Arizona State Retirement System 0.00% Add +2.1% 20,944 $794K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.7% 20,702 $785K
Louisiana State Employees Retirement System 0.01% Add +0.5% 19,500 $739K
Keybank National Association 0.00% Reduce -1.4% 19,410 $736K
UniSuper Management Pty Ltd 0.01% No change 19,400 $735K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -0.6% 18,707 $709K
O'shaughnessy Asset Management, LLC 0.01% Reduce -15.1% 18,351 $696K
Illinois Municipal Retirement Fund 0.01% No change 18,252 $692K
Nicholas Wealth, LLC. 0.37% Add +23.8% 18,789 $682K
Wesbanco Bank Inc. 0.02% Reduce -2.8% 17,700 $671K
Aberdeen Group plc 0.00% Add +30.6% 17,831 $666K
Johnson Investment Counsel Inc. 0.01% Add +3.8% 17,511 $664K
Beacon Investment Advisors LLC 0.31% No change 17,500 $663K
New Mexico Educational Retirement Board 0.02% No change 17,300 $656K
Orion Porfolio Solutions, LLC 0.01% Reduce -5.0% 16,993 $644K
Orion Portfolio Solutions, LLC 0.01% Reduce -5.0% 16,993 $644K
Russell Investments Group, Ltd. 0.00% Reduce -0.1% 16,873 $640K
State of Michigan Retirement System 0.00% No change 16,601 $629K
Federated Hermes, Inc. 0.00% Reduce -68.5% 16,555 $628K
Tower Research Capital LLC (TRC) 0.01% Add +334.4% 16,509 $626K
IFM Investors Pty Ltd 0.01% Add +1.5% 16,213 $615K
Pathstone Holdings, LLC 0.00% Add +8.4% 15,851 $601K
Pensionfund PDN 0.37% Reduce -20.2% 15,800 $599K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.6% 15,590 $591K
Point72 Asset Management 0.00% New 14,850 $563K
Allspring Global Investments Holdings, LLC 0.00% Reduce -72.0% 14,607 $546K
KLP Kapitalforvaltning As 0.00% — 14,400 $546K
Ameritas Investment Partners, Inc. 0.02% No change 14,335 $543K
Oregon Public Employees Retirement Fund 0.01% Add +0.7% 14,303 $542K
1620 Investment Advisors, Inc. 0.41% Add +3.5% 13,904 $527K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -95.6% 13,894 $527K
Van Eck Associates Corp. 0.00% Add +16.6% 13,874 $526K
Navellier & Associates Inc. 0.06% Add +29.4% 13,766 $522K
Rockefeller Capital Management L.P. 0.00% Reduce -0.2% 13,559 $514K
M&T Bank Corp 0.00% Reduce -2.2% 13,402 $508K
Choreo, LLC 0.01% Reduce -8.2% 13,313 $505K
Lazard Asset Management LLC 0.00% Reduce -15.4% 13,270 $502K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 13,122 $497K
Ritholtz Wealth Management 0.01% Reduce -10.6% 12,906 $489K
Wealth Enhancement Advisory Services, LLC 0.00% Add +60.9% 12,888 $489K
Gotham Asset Management 0.00% Reduce -18.6% 12,525 $475K
Farringdon Capital, Ltd. 0.20% — 12,486 $473K
Peak Financial Advisors LLC 0.24% Reduce -1.9% 11,968 $454K
MML Investors Services, LLC 0.00% Reduce -3.6% 11,901 $451K
Malaga Cove Capital, LLC 0.17% Add +8.9% 11,758 $446K
Aster Capital Management (DIFC) Ltd 0.17% New 11,724 $444K
Vanguard Personalized Indexing Management, LLC 0.01% Add +9.2% 11,588 $439K
Oppenheimer & Co. Inc. 0.01% Add +54.7% 11,128 $422K
Mariner, LLC 0.00% Reduce -37.4% 10,772 $408K
Nissay Asset Management Corp. /Japan 0.00% Add +4.1% 10,211 $385K
Fisher Asset Management 0.00% Add +6.5% 10,129 $384K
NJ State Employees Deferred Compensation Plan 0.05% No change 10,000 $379K
Susquehanna International Group, LLP 0.00% Add +90.3% 9,905 $375K
Verition Fund Management LLC 0.00% New 9,812 $372K
Kestra Advisory Services, LLC 0.00% New 9,779 $371K
Gilman Hill Asset Management, LLC 0.06% No change 9,775 $371K
Dynamic Technology Lab Private Ltd 0.06% New 9,710 $368K
First Hawaiian Bank 0.01% No change 9,637 $365K
Nomura Holdings Inc. 0.00% New 9,307 $353K
Cornerstone Investment Partners, LLC 0.02% Add +2.5% 9,058 $343K
J. W. Coons Advisors, LLC 0.09% Add +28.9% 9,021 $342K
Public Employees Retirement Association of Colorado 0.00% No change 8,883 $337K
Hunter Perkins Capital Management, LLC 0.07% Reduce -20.1% 8,650 $328K
Graham Capital Management, L.P. 0.02% Add +54.6% 8,558 $324K
Creative Planning 0.00% Reduce -19.0% 8,502 $322K
Arkadios Wealth Advisors 0.02% No change 8,465 $321K
State of Wisconsin Investment Board 0.00% Add +43.6% 8,295 $314K
Blueshift Asset Management, LLC 0.11% New 8,145 $309K
Xponance LLC 0.00% Add +6.3% 8,051 $305K
Metis Global Partners, LLC 0.01% Add +11.4% 8,014 $304K
Versor Investments LP 0.05% Add +73.9% 8,000 $303K
Westfield Capital Management Co. LP 0.00% No change 7,860 $298K
Dark Forest Capital Management LP 0.04% New 7,758 $294K
Presima Securities ULC 0.07% No change 7,600 $288K
Pensionfund Sabic 0.08% No change 7,600 $288K
Campbell & CO Investment Adviser LLC 0.02% Reduce -51.8% 7,561 $287K
Bank of Montreal 0.00% Add +0.8% 7,495 $284K
Commonwealth Equity Services, LLC 0.00% Add +0.3% 7,477 $283K
Alps Advisors Inc. 0.00% Add +9.1% 7,443 $282K
Fox Run Management, L.L.C. 0.05% Add +42.6% 7,018 $266K
Redwood Investment Management, LLC 0.03% Reduce -93.4% 6,874 $261K
SPC Financial, Inc. 0.02% Add +4.6% 6,800 $258K
Burney Co./ 0.01% Reduce -16.9% 6,746 $256K
Assetmark, Inc. 0.00% Reduce -35.2% 6,742 $256K
Integrated Wealth Concepts LLC 0.00% Reduce -0.0% 6,581 $249K
Cresset Asset Management, LLC 0.00% Reduce -80.1% 6,324 $240K
Renaissance Group LLC 0.01% Add +0.2% 6,304 $239K
Engineers Gate Manager LP 0.00% New 6,300 $239K
Bridgefront Capital, LLC 0.08% Add +24.2% 6,121 $232K
Johnson & White Wealth Management, LLC 0.14% New 6,106 $228K
Flagship Harbor Advisors, LLC 0.01% Add +1.5% 5,914 $224K
Teacher Retirement System of Texas 0.00% Reduce -56.7% 5,803 $220K
Atria Investments, Inc 0.00% Reduce -15.1% 5,713 $217K
Two Sigma Securities, LLC 0.04% New 5,650 $214K
Van Hulzen Asset Management, LLC 0.02% Add +9.7% 5,650 $214K
Freestone Grove Partners LP 0.00% — 5,602 $212K
Virtu Financial LLC 0.01% New 5,528 $210K
Concurrent Investment Advisors, LLC 0.01% Reduce -11.8% 5,519 $209K
Securian Asset Management, Inc. 0.01% Reduce -2.4% 5,302 $201K
PNC Financial Services Group, Inc. 0.00% Add +2.3% 4,250 $161K
Sterling Capital Management LLC 0.00% Add +50.8% 4,119 $156K
KBC Group NV 0.00% Add +94.3% 3,851 $146K
Virtus Advisers, LLC 0.06% Reduce -6.2% 3,641 $138K
Hilltop National Bank 0.03% Reduce -6.3% 3,000 $114K
Whittier Trust Co. 0.00% Reduce -3.7% 3,000 $114K
US Bancorp \de 0.00% Reduce -9.2% 2,789 $106K
State of Wyoming 0.01% New 2,445 $93K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 2,427 $92K
GeoWealth Management, LLC 0.00% Reduce -0.3% 2,402 $91K
Wolverine Asset Management LLC 0.01% Reduce -50.3% 2,380 $90K
Venturi Wealth Management, LLC 0.00% Add +48.9% 2,161 $82K
Osaic Holdings, Inc. 0.00% Add +46.1% 2,142 $81K
FIL Ltd 0.00% Add +14.5% 2,025 $77K
Smartleaf Asset Management LLC 0.01% Add +11.7% 2,051 $77K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -27.1% 2,014 $76K
Signaturefd, LLC 0.00% Reduce -12.2% 1,908 $72K
Cwm, LLC 0.00% Reduce -6.1% 1,838 $70K
Quadrant Capital Group LLC 0.00% Add +0.1% 1,748 $66K
Caitong International Asset Management Co., Ltd 0.06% — 1,651 $63K
Farther Finance Advisors, LLC 0.00% Add +13.2% 1,558 $59K
Rothschild Investment LLC 0.00% No change 1,434 $54K
GF Fund Management Co. LTD. 0.00% — 1,311 $50K
Fifth Third Bancorp 0.00% Add +2.4% 1,304 $49K
GAMMA Investing LLC 0.00% Reduce -10.7% 1,301 $49K
Parallel Advisors, LLC 0.00% Reduce -23.4% 1,110 $42K
Huntington National Bank 0.00% Reduce -1.9% 1,063 $40K
IFP Advisors, Inc 0.00% No change 1,020 $39K
HM Payson & Co. 0.00% No change 977 $37K
Quarry LP 0.01% Add +444.7% 926 $35K
LGT Financial Advisors LLC 0.08% Add +0.2% 921 $35K
Sound Income Strategies, LLC 0.00% Add +3.3% 825 $31K
Bellevue Asset Management, LLC 0.02% No change 800 $30K
Steward Partners Investment Advisory, LLC 0.00% Add +1.5% 756 $29K
Fourth Dimension Wealth, LLC 0.01% — 750 $28K
Versant Capital Management, Inc 0.01% Add +233.6% 734 $28K
Bessemer Group Inc. 0.00% Reduce -75.0% 725 $27K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 650 $25K
Geneos Wealth Management Inc. 0.00% No change 607 $23K
Simplex Trading, LLC 0.00% Reduce -85.5% 565 $21K
NewEdge Advisors, LLC 0.00% Reduce -93.3% 518 $20K
Global Retirement Partners, LLC 0.00% Reduce -3.1% 495 $19K
Private Trust Co. NA 0.00% No change 494 $19K
Rise Advisors, LLC 0.01% Add +1.7% 479 $18K
UMB Bank, n.a. 0.00% Add +2350.0% 441 $17K
Jones Financial Companies LLLP 0.00% Add +80.0% 396 $15K
Caldwell Trust Co 0.00% No change 300 $11K
Peregrine Capital Management LLC 0.00% No change 290 $11K
Arax Advisory Partners 0.00% Add +3.3% 285 $11K
Criterion Capital Advisors, LLC 0.01% No change 260 $11K
Covestor Ltd 0.01% Reduce -46.2% 257 $10K
Quent Capital, LLC 0.00% Add +13.5% 235 $9K
Danske Bank A/S 0.00% Reduce -81.8% 200 $8K
Lindbrook Capital, LLC 0.00% Reduce -62.3% 185 $7K
Point72 Hong Kong Ltd 0.00% New 183 $7K
Ransom Advisory, Ltd 0.00% No change 180 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Add +249.0% 178 $7K
St Germain D J Co. Inc. 0.00% No change 167 $6K
Allworth Financial LP 0.00% Reduce -10.0% 171 $6K
JNBA Financial Advisors 0.00% No change 160 $6K
Principal Securities, Inc. 0.00% Add +3.7% 141 $5K
CI Investments Inc. 0.00% Add +3.1% 131 $5K
Promethos Capital, LLC 0.00% No change 120 $5K
Accent Capital Management, LLC 0.00% Reduce -68.0% 100 $4K
Bell Investment Advisors, Inc 0.00% No change 90 $3K
Bayforest Capital Ltd 0.00% — 80 $3K
Brown Brothers Harriman & Co. 0.00% No change 67 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 62 $2K
Continuum Advisory, LLC 0.00% No change 56 $2K
Sachetta, LLC 0.00% Reduce -28.4% 53 $2K
Avalon Trust Co 0.00% New 48 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -37.9% 41 $2K
Parkside Financial Bank & Trust 0.00% No change 39 $1K
High Note Wealth, LLC 0.00% New 39 $1K
Farmers & Merchants Investments Inc. 0.00% No change 35 $1K
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% Add +4.5% 23 $872
MAI Capital Management 0.00% New 23 $872
WPG Advisers, LLC 0.00% — 22 $834
Provenance Wealth Advisors, LLC 0.00% No change 18 $682
Key Financial Inc 0.00% No change 16 $607
First Horizon Advisors, Inc. 0.00% No change 13 $493
Fortitude Family Office, LLC 0.00% No change 12 $455
Concourse Financial Group Securities, Inc. 0.00% No change 12 $433
Moisand Fitzgerald Tamayo, LLC 0.00% No change 11 $420
WealthTrak Capital Management LLC 0.00% — 5 $190
Dunhill Financial, LLC 0.00% No change 5 $177
Mather Group, Llc. 0.00% No change 3 $114
Whittier Trust Co. of Nevada Inc. 0.00% No change 3 $113
MV Capital Management, Inc. 0.00% No change 1 $38
Activest Wealth Management 0.00% New 1 $38

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