National Storage AffiliatesNSA

13F holders, Q1 2025 (March 31)
339holders −10
39new positions
45sold out
7famous investors
$39.47avg. 13F price*

At the end of Q1 2025, 339 institutions reported holding National Storage Affiliates (NSA) in their 13F filings, down 10 from Q4 2024. 39 opened new positions and 45 sold out. The largest holders were Vanguard Group Inc. ($382.4M), BlackRock, Inc. ($325.2M) and Wasatch Advisors LP ($236.9M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions39$53.1M
Exits45$31.4M

All 13F filers, Q4 2024 → Q1 2025: 6,003,391 shares bought and 4,333,194 shares sold, net +1,670,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 339 holders

Vanguard Group Inc. 0.01% Reduce -0.6% 9,706,113 $382.4M
BlackRock, Inc. 0.01% Reduce -1.1% 8,254,207 $325.2M
Wasatch Advisors LP 1.32% Reduce -10.0% 6,012,897 $236.9M
State Street Corp. 0.01% Add +0.9% 3,804,876 $149.9M
Thrivent Financial for Lutherans 0.24% Add +6.6% 2,716,692 $107.0M
Capital World Investors 0.01% No change 1,941,558 $76.5M
Prudential Financial Inc. 0.09% Add +3283.5% 1,393,476 $60.1M
Geode Capital Management, LLC 0.00% Add +5.5% 1,422,309 $56.1M
Balyasny Asset Management L.P. 0.12% Reduce -14.1% 1,156,971 $45.6M
Jennison Associates LLC 0.03% Reduce -18.9% 1,071,972 $42.2M
Dimensional Fund Advisors LP 0.01% Add +1.4% 1,043,525 $41.1M
FMR LLC 0.00% Add +16.1% 1,032,474 $40.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.7% 1,005,412 $39.6M
Anchor Capital Advisors LLC 1.08% Add +1.2% 917,337 $36.1M
Cincinnati Insurance Co. 0.62% No change 893,654 $35.2M
Bank of New York Mellon Corp 0.01% Reduce -2.8% 842,602 $33.2M
Citadel Advisors 0.03% Add +273.6% 817,090 $32.2M
Northern Trust Corp. 0.00% Reduce -24.6% 813,999 $32.1M
Morgan Stanley 0.00% Add +2.3% 804,867 $31.7M
Massachusetts Financial Services Co. 0.01% Reduce -26.6% 801,008 $31.6M
TimesSquare Capital Management, LLC 0.51% Reduce -27.9% 800,584 $31.5M
GW&K Investment Management, LLC 0.28% Add +0.6% 778,132 $30.7M
Alliancebernstein L.P. 0.01% Add +5.3% 764,738 $30.1M
Norges Bank 0.00% No change 705,263 $27.8M
American Century Companies Inc. 0.02% Reduce -9.7% 671,042 $26.4M
Nuveen, LLC 0.01% — 587,150 $23.1M
LPL Financial LLC 0.01% Add +0.3% 535,525 $21.1M
Janus Henderson Group PLC 0.01% Add +1.7% 543,350 $21.0M
Schonfeld Strategic Advisors LLC 0.14% Add +119.2% 523,491 $20.6M
Invesco Ltd. 0.00% Add +4.8% 497,003 $19.6M
Marshall Wace, LLP 0.03% Reduce -8.1% 484,496 $19.1M
Heartland Advisors Inc. 1.00% Reduce -0.0% 440,400 $17.4M
Leeward Investments, LLC - MA 0.91% Add +13.0% 434,065 $17.1M
Sei Investments Co. 0.02% Add +8.2% 426,298 $16.8M
UBS Group AG 0.00% Add +40.0% 422,727 $16.7M
Raymond James Financial Inc. 0.01% Add +16.6% 410,870 $16.2M
Gillson Capital LP 1.37% New 406,445 $16.0M
Legal & General Group Plc 0.00% Add +1.5% 383,185 $15.1M
APG Asset Management US Inc. 0.10% Reduce -14.3% 344,780 $13.4M
CBRE Investment Management Listed Real Assets LLC 0.19% No change 316,068 $12.5M
Kennedy Capital Management LLC 0.30% Add +80.0% 314,218 $12.4M
JPMorgan Chase & Co. 0.00% Reduce -0.2% 312,347 $12.3M
Bank of America Corp. 0.00% Add +38.9% 306,769 $12.1M
MetLife Investment Management, LLC 0.06% Add +630.5% 303,860 $12.0M
Lighthouse Investment Partners, LLC 0.49% New 272,300 $10.7M
Barclays PLC 0.00% Add +62.6% 259,664 $10.2M
D. Scott Neal, Inc. 5.63% Reduce -2.6% 257,693 $10.2M
Wells Fargo & Company 0.00% Reduce -6.1% 249,893 $9.8M
Victory Capital Management Inc. 0.01% Add +4.0% 231,731 $9.1M
Franklin Resources Inc. 0.00% Reduce -31.6% 214,124 $8.4M
Allianz Asset Management GmbH 0.01% Reduce -13.5% 211,098 $8.3M
Hancock Whitney Corp. 0.27% Add +6.2% 206,318 $8.1M
Quantinno Capital Management LP 0.05% Reduce -4.6% 202,592 $8.0M
Rhumbline Advisers 0.01% Reduce -1.5% 198,761 $7.8M
Crawford Investment Counsel Inc. 0.14% Add +5.8% 193,403 $7.6M
Swedbank AB 0.01% No change 190,000 $7.5M
Daiwa Securities Group Inc. 0.03% Add +666.6% 178,045 $7.0M
Envestnet Asset Management Inc. 0.00% Add +7.4% 172,252 $6.8M
Renaissance Technologies 0.01% Add +17.9% 170,500 $6.7M
Voya Investment Management LLC 0.01% Reduce -8.7% 166,843 $6.6M
Principal Financial Group Inc. 0.00% Add +0.2% 161,381 $6.4M
Citigroup Inc. 0.00% Add +17.8% 156,668 $6.2M
CANADA LIFE ASSURANCE Co 0.01% Add +7.2% 147,172 $5.8M
Sound Income Strategies, LLC 0.33% Add +17179.8% 142,558 $5.6M
Swiss National Bank 0.00% Reduce -1.1% 140,379 $5.5M
Peregrine Capital Management LLC 0.18% Add +47286.2% 137,420 $5.4M
Alyeska Investment Group, L.P. 0.02% New 131,096 $5.2M
California Public Employees Retirement System 0.00% Reduce -2.5% 129,851 $5.1M
Wedge Capital Management L L P 0.10% Reduce -31.5% 129,784 $5.1M
Ameriprise Financial Inc. 0.00% Add +15.8% 126,136 $5.0M
Centaurus Financial, Inc. 0.30% Add +0.5% 125,713 $5.0M
Ontario Teachers Pension Plan Board 0.08% Add +16.7% 122,704 $4.8M
Public Employees Retirement System of Ohio 0.02% Reduce -2.6% 120,804 $4.8M
Baird Financial Group, Inc. 0.01% Add +10.9% 118,428 $4.7M
Royal Bank of Canada 0.00% Add +0.8% 110,289 $4.3M
Man Group plc 0.01% Add +6.0% 109,908 $4.3M
Neuberger Berman Group LLC 0.00% Reduce -4.5% 108,412 $4.3M
DC Investments Management, LLC 2.13% New 105,009 $4.1M
New Age Alpha Advisors, LLC 0.18% Add +173.3% 104,473 $4.1M
Asset Management One Co., Ltd. 0.01% Reduce -2.7% 101,323 $4.0M
Aptus Capital Advisors, LLC 0.04% Add +12.7% 98,929 $3.9M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -8.7% 97,214 $3.8M
Nomura Asset Management Co. Ltd. 0.01% Add +6.0% 96,350 $3.8M
Greenland Capital Management LP 0.66% New 94,737 $3.7M
Fuller & Thaler Asset Management, Inc. 0.01% Add +49.0% 92,744 $3.7M
New York State Teachers Retirement System 0.01% No change 92,361 $3.6M
Goldman Sachs Group Inc. 0.00% Add +42.5% 92,309 $3.6M
Natixis Advisors, LLC 0.01% Add +14.3% 91,572 $3.6M
Oppenheimer Asset Management Inc. 0.04% Add +1.0% 90,768 $3.6M
Retirement Systems of Alabama 0.01% Add +0.1% 85,350 $3.4M
Keeley-Teton Advisors, LLC 0.40% Reduce -8.4% 83,270 $3.3M
Cincinnati Financial Corp. 0.07% No change 82,030 $3.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -81.6% 79,762 $3.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +4.0% 78,217 $3.1M
Corebridge Financial, Inc. 0.02% Reduce -2.4% 77,455 $3.1M
Cetera Investment Advisers 0.01% Add +1.3% 74,741 $2.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.09% New 73,731 $2.9M
Advisory Alpha, LLC 0.10% Add +0.0% 72,570 $2.9M
California State Teachers Retirement System 0.00% Reduce -1.6% 66,256 $2.6M
Point72 Asset Management 0.01% Add +315.5% 61,697 $2.4M
Empowered Funds, LLC 0.03% Add +2.0% 61,409 $2.4M
T. Rowe Price Associates Inc. 0.00% Add +6.4% 58,077 $2.3M
HSBC Holdings PLC 0.00% Add +9.6% 58,052 $2.3M
Graham Capital Management, L.P. 0.10% Add +564.4% 56,859 $2.2M
Manufacturers Life Insurance Company, The 0.00% Add +0.1% 55,748 $2.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 55,569 $2.2M
Cerity Partners LLC 0.00% Add +0.9% 55,004 $2.2M
Pacer Advisors, Inc. 0.01% Reduce -19.2% 54,911 $2.2M
XML Financial, LLC 0.20% Reduce -5.2% 53,050 $2.1M
Stifel Financial Corp. 0.00% Reduce -4.2% 52,311 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +6.9% 50,735 $2.0M
Guggenheim Capital LLC 0.02% Add +0.5% 48,231 $1.9M
QSV Equity Investors LLC 1.96% Reduce -0.2% 48,065 $1.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -0.6% 47,292 $1.9M
AlphaQuest LLC 0.19% Add +10.8% 45,448 $1.8M
Truist Financial Corp. 0.00% Add +2.0% 44,946 $1.8M
Intech Investment Management LLC 0.02% Reduce -25.1% 43,334 $1.7M
Axxcess Wealth Management, LLC 0.05% Reduce -16.6% 42,971 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% Add +207.0% 42,660 $1.7M
State of Alaska, Department of Revenue 0.02% Add +1.2% 42,213 $1.7M
Two Sigma Advisers, LP 0.00% Add +13.6% 41,000 $1.6M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -12.4% 40,838 $1.6M
Ensign Peak Advisors, Inc 0.00% No change 40,830 $1.6M
Deutsche Bank AG 0.00% Add +3.5% 40,043 $1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +3.3% 39,499 $1.6M
Algert Global LLC 0.04% No change 39,163 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +2.8% 38,817 $1.5M
Amundi 0.00% Reduce -39.2% 39,849 $1.5M
Macquarie Group Ltd. 0.00% Add +14.2% 37,467 $1.5M
Mutual of America Capital Management LLC 0.02% Reduce -2.6% 36,092 $1.4M
Paralel Advisors LLC 0.06% No change 35,000 $1.4M
Twinbeech Capital LP 0.02% New 34,066 $1.3M
Gotham Asset Management 0.01% Add +168.1% 33,578 $1.3M
Alberta Investment Management Corp 0.01% Reduce -28.7% 33,098 $1.3M
Amalgamated Bank 0.01% Reduce -2.4% 32,549 $1.3M
Treasurer of the State of North Carolina 0.01% Add +4.1% 31,982 $1.3M
Penserra Capital Management LLC 0.02% Add +20.8% 31,506 $1.2M
New York State Common Retirement Fund 0.00% No change 31,339 $1.2M
Nisa Investment Advisors, LLC 0.01% Reduce -0.7% 30,908 $1.2M
Resona Asset Management Co.,Ltd. 0.01% Add +9.0% 30,437 $1.2M
State of Tennessee, Department of Treasury 0.00% No change 28,474 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 28,195 $1.1M
Credit Agricole S A 0.00% No change 26,688 $1.1M
SG Americas Securities, LLC 0.00% Reduce -69.1% 26,478 $1.0M
Pasadena Private Wealth, LLC 0.20% Reduce -0.4% 26,188 $1.0M
State Board of Administration of Florida Retirement System 0.00% Add +4.3% 25,939 $1.0M
Police & Firemen's Retirement System of New Jersey 0.01% No change 25,116 $990K
Landscape Capital Management, L.L.C. 0.09% Add +3.6% 25,062 $987K
Handelsbanken Fonder AB 0.00% No change 25,016 $986K
Moseley Investment Management Inc. 0.38% Add +2.4% 24,944 $983K
Janney Montgomery Scott LLC 0.00% Add +10.2% 24,746 $975K
Pinebridge Investments, L.P. 0.01% Reduce -21.1% 24,621 $970K
Vancity Investment Management Ltd 0.13% — 24,464 $964K
DekaBank Deutsche Girozentrale 0.00% No change 25,133 $960K
Yousif Capital Management, LLC 0.01% Reduce -2.3% 24,147 $951K
Capital Advisors Inc. 0.02% New 24,104 $950K
Clear Creek Financial Management, LLC 0.10% Add +4.6% 23,588 $929K
Walleye Capital LLC 0.01% New 23,544 $928K
James Investment Research, Inc. 0.11% No change 22,125 $872K
Arizona State Retirement System 0.01% Reduce -0.8% 20,777 $819K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.8% 20,546 $810K
Dark Forest Capital Management LP 0.04% Add +164.7% 20,538 $809K
Exchange Traded Concepts, LLC 0.01% New 20,427 $805K
M&T Bank Corp 0.00% Add +50.1% 20,112 $792K
UniSuper Management Pty Ltd 0.01% Add +1.6% 19,700 $776K
Keybank National Association 0.00% Add +1.3% 19,669 $775K
Louisiana State Employees Retirement System 0.02% Add +0.5% 19,600 $772K
Campbell & CO Investment Adviser LLC 0.06% Add +150.9% 18,972 $747K
Los Angeles Capital Management LLC 0.00% Reduce -70.2% 18,637 $734K
Aberdeen Group plc 0.00% Add +3.6% 18,477 $728K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -2.3% 18,273 $720K
Illinois Municipal Retirement Fund 0.01% No change 18,252 $719K
Pathstone Holdings, LLC 0.00% Add +14.4% 18,128 $714K
Orion Porfolio Solutions, LLC 0.01% Add +5.4% 17,913 $706K
Orion Portfolio Solutions, LLC 0.01% Add +5.4% 17,913 $706K
Wesbanco Bank Inc. 0.02% No change 17,700 $697K
Johnson Investment Counsel Inc. 0.01% No change 17,511 $690K
Beacon Investment Advisors LLC 0.33% No change 17,500 $690K
Hudson Edge Investment Partners Inc. 0.14% New 17,437 $687K
New Mexico Educational Retirement Board 0.02% No change 17,300 $682K
Millennium Management 0.00% Reduce -34.1% 16,806 $662K
State of Michigan Retirement System 0.00% Add +1.2% 16,801 $662K
AQR Capital Management 0.00% Reduce -21.2% 16,738 $654K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.0% 15,591 $614K
Pictet Asset Management Holding SA 0.00% Reduce -31.4% 15,468 $609K
Oregon Public Employees Retirement Fund 0.01% Add +4.2% 14,903 $587K
Van Eck Associates Corp. 0.00% Add +4.0% 14,431 $569K
KLP Kapitalforvaltning As 0.00% No change 14,400 $567K
IFM Investors Pty Ltd 0.01% Reduce -12.8% 14,142 $557K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.0% 14,053 $554K
1620 Investment Advisors, Inc. 0.43% Add +0.5% 13,976 $551K
Rockefeller Capital Management L.P. 0.00% Add +0.8% 13,666 $538K
Teacher Retirement System of Texas 0.00% Add +131.6% 13,440 $530K
Nicholas Wealth, LLC. 0.54% Reduce -29.5% 13,249 $522K
Choreo, LLC 0.01% Reduce -1.3% 13,143 $518K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 13,122 $517K
MML Investors Services, LLC 0.00% Add +6.1% 12,632 $498K
Vanguard Personalized Indexing Management, LLC 0.01% Add +8.6% 12,587 $496K
Federated Hermes, Inc. 0.00% Reduce -24.0% 12,586 $496K
Russell Investments Group, Ltd. 0.00% Reduce -25.9% 12,511 $493K
Peak Financial Advisors LLC 0.24% Add +0.1% 11,978 $472K
Navellier & Associates Inc. 0.06% Reduce -11.8% 12,137 $459K
Mariner, LLC 0.00% Add +7.8% 11,617 $458K
Fisher Asset Management 0.00% Add +13.2% 11,465 $452K
BNP Paribas Financial Markets 0.00% Reduce -46.3% 11,285 $445K
First Trust Advisors LP 0.00% Reduce -87.3% 11,194 $441K
Assetmark, Inc. 0.00% Add +61.8% 10,908 $430K
O'shaughnessy Asset Management, LLC 0.00% Reduce -41.3% 10,768 $424K
Nissay Asset Management Corp. /Japan 0.00% Add +2.5% 10,470 $413K
Creative Planning 0.00% Add +17.9% 10,025 $395K
NJ State Employees Deferred Compensation Plan 0.05% No change 10,000 $394K
Gilman Hill Asset Management, LLC 0.07% No change 9,775 $385K
Tidal Investments LLC 0.00% New 9,430 $372K
Susquehanna International Group, LLP 0.00% Reduce -7.1% 9,203 $363K
Cornerstone Investment Partners, LLC 0.02% Add +0.1% 9,067 $357K
Metis Global Partners, LLC 0.01% Add +10.9% 8,886 $350K
Public Employees Retirement Association of Colorado 0.00% No change 8,883 $350K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -32.0% 8,768 $345K
Allspring Global Investments Holdings, LLC 0.00% Reduce -41.0% 8,614 $336K
Two Sigma Investments, LP 0.00% New 8,500 $335K
Arkadios Wealth Advisors 0.01% No change 8,465 $334K
HighTower Advisors, LLC 0.00% New 8,432 $332K
Lazard Asset Management LLC 0.00% Reduce -36.3% 8,456 $332K
Van Hulzen Asset Management, LLC 0.03% Add +48.1% 8,370 $330K
Engineers Gate Manager LP 0.01% Add +29.1% 8,134 $320K
Xponance LLC 0.00% Add +0.8% 8,116 $320K
Bank of Montreal 0.00% Add +7.2% 8,033 $317K
J. W. Coons Advisors, LLC 0.08% Reduce -11.2% 8,007 $315K
SPC Financial, Inc. 0.03% Add +14.7% 7,800 $307K
Presima Securities ULC 0.07% Add +2.6% 7,799 $307K
Commonwealth Equity Services, LLC 0.00% Add +0.7% 7,531 $297K
State of Wisconsin Investment Board 0.00% Reduce -10.1% 7,459 $294K
Alps Advisors Inc. 0.00% Reduce -1.5% 7,334 $289K
Avantax Advisory Services, Inc. 0.00% New 7,291 $287K
Quadrant Capital Group LLC 0.01% Add +313.3% 7,224 $285K
Brevan Howard Capital Management LP 0.01% Reduce -74.5% 7,166 $282K
Highland Capital Management, LLC 0.02% New 7,126 $281K
Oppenheimer & Co. Inc. 0.00% Reduce -36.0% 7,123 $281K
Jane Street Group, LLC 0.00% Reduce -90.9% 6,894 $272K
Integrated Wealth Concepts LLC 0.00% Add +2.5% 6,746 $266K
Atria Investments, Inc 0.00% Add +14.0% 6,512 $257K
Arete Wealth Advisors, LLC 0.02% New 7,240 $247K
Flagship Harbor Advisors, LLC 0.01% Add +1.5% 6,001 $236K
Norris Financial Group, LLC 0.11% New 6,000 $236K
Renaissance Group LLC 0.01% Reduce -5.1% 5,982 $236K
Concurrent Investment Advisors, LLC 0.01% Add +7.5% 5,932 $234K
Fiduciary Trust Co 0.00% New 5,614 $221K
Pacific Point Advisors, LLC 0.12% New 5,408 $213K
Ritholtz Wealth Management 0.01% Reduce -58.9% 5,311 $209K
Pensionfund PDN 0.14% Reduce -66.5% 5,300 $209K
Securian Asset Management, Inc. 0.01% No change 5,302 $209K
IFP Advisors, Inc 0.01% Add +411.8% 5,220 $206K
Crossmark Global Holdings, Inc. 0.00% New 5,103 $201K
Mercer Global Advisors Inc. 0.00% New 5,078 $200K
Kestra Investment Management, LLC 0.00% New 5,034 $198K
FIL Ltd 0.00% Add +107.1% 4,194 $165K
PNC Financial Services Group, Inc. 0.00% Reduce -4.3% 4,067 $160K
KBC Group NV 0.00% Add +4.4% 4,019 $158K
Virtus Investment Advisers, LLC 0.04% New 3,961 $156K
Sterling Capital Management LLC 0.00% Reduce -5.1% 3,909 $154K
Whittier Trust Co. 0.00% No change 3,000 $118K
US Bancorp \de 0.00% Reduce -0.1% 2,786 $110K
Coldstream Capital Management Inc. 0.00% New 2,714 $107K
Smartleaf Asset Management LLC 0.01% Add +32.4% 2,716 $105K
Pensionfund Sabic 0.03% Reduce -65.8% 2,600 $102K
Tower Research Capital LLC (TRC) 0.00% Reduce -87.0% 2,141 $84K
Signaturefd, LLC 0.00% Add +3.9% 1,983 $78K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -2.9% 1,956 $76K
Cwm, LLC 0.00% Reduce -3.8% 1,769 $70K
Blue Trust, Inc. 0.00% New 1,732 $68K
Parallel Advisors, LLC 0.00% Add +53.9% 1,708 $67K
Brooklyn Investment Group 0.01% Add +6617.4% 1,545 $61K
Farther Finance Advisors, LLC 0.00% Reduce -3.6% 1,502 $59K
State of Wyoming 0.01% Reduce -39.8% 1,472 $58K
GAMMA Investing LLC 0.00% Add +10.7% 1,440 $57K
Jones Financial Companies LLLP 0.00% Add +268.7% 1,460 $57K
Rothschild Investment LLC 0.00% No change 1,434 $57K
GF Fund Management Co. LTD. 0.00% Add +4.7% 1,372 $54K
Fifth Third Bancorp 0.00% Add +5.0% 1,369 $54K
Osaic Holdings, Inc. 0.00% Reduce -41.9% 1,245 $49K
Huntington National Bank 0.00% Add +0.1% 1,064 $42K
HM Payson & Co. 0.00% No change 977 $38K
Advisors Asset Management, Inc. 0.00% New 806 $32K
Steward Partners Investment Advisory, LLC 0.00% Add +1.5% 767 $30K
Fourth Dimension Wealth, LLC 0.01% No change 750 $30K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -69.4% 743 $29K
Geneos Wealth Management Inc. 0.00% Add +14.5% 695 $27K
Bessemer Group Inc. 0.00% Reduce -21.4% 570 $23K
UMB Bank, n.a. 0.00% Add +19.5% 527 $21K
Private Trust Co. NA 0.00% Add +4.5% 516 $20K
NewEdge Advisors, LLC 0.00% Reduce -0.6% 515 $20K
Matrix Trust Co 0.00% New 494 $19K
Allworth Financial LP 0.00% Add +202.9% 518 $19K
Marshall Investment Management, LLC 0.01% New 349 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Add +79.2% 319 $13K
Caldwell Trust Co 0.00% No change 300 $12K
Harbor Capital Advisors, Inc. 0.00% Reduce -99.5% 281 $11K
Covestor Ltd 0.01% Add +1.6% 261 $10K
Rise Advisors, LLC 0.00% Reduce -49.1% 244 $10K
Bellevue Asset Management, LLC 0.01% Reduce -70.0% 240 $9K
Quent Capital, LLC 0.00% No change 235 $9K
EverSource Wealth Advisors, LLC 0.00% Add +468.3% 233 $9K
Lindbrook Capital, LLC 0.00% Add +15.7% 214 $8K
Danske Bank A/S 0.00% No change 200 $8K
Hantz Financial Services, Inc. 0.00% New 190 $7K
St Germain D J Co. Inc. 0.00% No change 167 $7K
JNBA Financial Advisors 0.00% No change 160 $6K
Bayforest Capital Ltd 0.00% Add +97.5% 158 $6K
Caitong International Asset Management Co., Ltd 0.00% Reduce -91.5% 140 $6K
Principal Securities, Inc. 0.00% No change 141 $5K
Larson Financial Group LLC 0.00% New 130 $5K
Capital Analysts, LLC 0.00% New 123 $5K
CI Investments Inc. 0.00% Reduce -2.3% 128 $5K
LGT Financial Advisors LLC 0.02% Reduce -86.3% 126 $5K
Promethos Capital, LLC 0.00% No change 120 $5K
Godsey & Gibb, Inc. 0.00% New 115 $5K
Bell Investment Advisors, Inc 0.00% No change 90 $4K
Lanark Financial, Inc. 0.00% — 83 $3K
MAI Capital Management 0.00% Add +187.0% 66 $3K
Northwestern Mutual Wealth Management Co. 0.00% No change 62 $2K
Continuum Advisory, LLC 0.00% No change 56 $2K
Farmers & Merchants Investments Inc. 0.00% Add +42.9% 50 $2K
WPG Advisers, LLC 0.00% Add +104.5% 45 $2K
Parkside Financial Bank & Trust 0.00% No change 39 $2K
Sachetta, LLC 0.00% Reduce -30.2% 37 $1K
Prestige Wealth Management Group LLC 0.00% No change 31 $1K
Highline Wealth Partners LLC 0.00% New 21 $827
Bare Financial Services, Inc 0.00% New 18 $709
Provenance Wealth Advisors, LLC 0.00% No change 18 $709
Key Financial Inc 0.00% No change 16 $630
Rialto Wealth Management, LLC 0.00% New 13 $513
First Horizon Advisors, Inc. 0.00% No change 13 $512
Spire Wealth Management 0.00% New 13 $512
Moisand Fitzgerald Tamayo, LLC 0.00% No change 11 $443
Quarry LP 0.00% Reduce -99.5% 5 $197
True Wealth Design, LLC 0.00% New 5 $197
Dunhill Financial, LLC 0.00% No change 5 $184
Whittier Trust Co. of Nevada Inc. 0.00% No change 3 $118
MV Capital Management, Inc. 0.00% No change 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.