National Storage AffiliatesNSA

13F holders, Q2 2025 (June 30)
341holders +2
59new positions
57sold out
9famous investors
$32.33avg. 13F price*

At the end of Q2 2025, 341 institutions reported holding National Storage Affiliates (NSA) in their 13F filings, up 2 from Q1 2025. 59 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($308.6M), BlackRock, Inc. ($264.0M) and Wasatch Advisors LP ($150.3M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions59$169.2M
Exits57$209.6M

All 13F filers, Q1 2025 → Q2 2025: 12,898,854 shares bought and 11,872,717 shares sold, net +1,026,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 341 holders

Vanguard Group Inc. 0.01% Reduce -0.6% 9,647,849 $308.6M
BlackRock, Inc. 0.01% Reduce 0.0% 8,253,823 $264.0M
Wasatch Advisors LP 0.79% Reduce -21.9% 4,698,546 $150.3M
State Street Corp. 0.00% Reduce -0.3% 3,792,996 $121.3M
Balyasny Asset Management L.P. 0.23% Add +172.0% 3,146,936 $100.7M
Prudential Financial Inc. 0.12% Add +50.0% 2,089,543 $90.1M
Long Pond Capital, LP 5.26% New 2,498,789 $79.9M
Thrivent Financial for Lutherans 0.17% Reduce -13.2% 2,357,487 $75.4M
Jennison Associates LLC 0.03% Add +38.5% 1,485,145 $47.5M
Millennium Management 0.04% Add +8469.6% 1,440,215 $46.1M
Geode Capital Management, LLC 0.00% Add +0.9% 1,435,046 $45.9M
Citadel Advisors 0.04% Add +56.6% 1,279,659 $40.9M
Dimensional Fund Advisors LP 0.01% Add +0.1% 1,044,771 $33.4M
Charles Schwab Investment Management Inc. 0.01% Add +1.4% 1,018,935 $32.6M
Cincinnati Insurance Co. 0.48% No change 893,654 $28.6M
Bank of New York Mellon Corp 0.01% Reduce -0.3% 839,764 $26.9M
Morgan Stanley 0.00% Add +1.4% 815,768 $26.1M
Northern Trust Corp. 0.00% Reduce -4.9% 773,860 $24.8M
Alliancebernstein L.P. 0.01% Reduce -0.5% 760,919 $24.3M
TimesSquare Capital Management, LLC 0.35% Reduce -5.0% 760,913 $24.3M
Norges Bank 0.00% Reduce -2.5% 687,427 $22.0M
FMR LLC 0.00% Reduce -37.9% 641,390 $20.5M
UBS Group AG 0.00% Add +49.5% 632,004 $20.2M
LPL Financial LLC 0.01% Reduce -5.1% 508,418 $16.3M
Invesco Ltd. 0.00% Reduce -2.0% 487,164 $15.6M
Nuveen, LLC 0.00% Reduce -22.8% 453,283 $14.5M
Point72 Asset Management 0.04% Add +632.3% 451,800 $14.5M
Bank of America Corp. 0.00% Add +46.3% 448,924 $14.4M
Heartland Advisors Inc. 0.78% Reduce -0.3% 438,900 $14.0M
Leeward Investments, LLC - MA 0.71% Reduce -4.3% 415,353 $13.3M
Jane Street Group, LLC 0.02% Add +5761.0% 404,055 $12.9M
Verition Fund Management LLC 0.08% New 403,287 $12.9M
Tudor Investment Corporation 0.10% New 398,041 $12.7M
Legal & General Group Plc 0.00% Add +0.5% 385,101 $12.3M
APG Asset Management US Inc. 0.08% No change 344,780 $11.3M
Sei Investments Co. 0.01% Reduce -20.4% 339,249 $10.9M
Raymond James Financial Inc. 0.00% Reduce -18.8% 333,553 $10.7M
CBRE Investment Management Listed Real Assets LLC 0.15% No change 316,068 $10.1M
Cohen & Steers, Inc. 0.02% New 286,150 $9.2M
ExodusPoint Capital Management, LP 0.11% New 285,872 $9.1M
Daiwa Securities Group Inc. 0.03% Add +47.5% 262,647 $8.4M
Barclays PLC 0.00% Add +0.2% 260,173 $8.3M
JPMorgan Chase & Co. 0.00% Reduce -17.3% 258,386 $8.3M
D. Scott Neal, Inc. 4.09% Reduce -0.6% 256,235 $8.2M
Janus Henderson Group PLC 0.00% Reduce -53.4% 252,988 $8.1M
Renaissance Technologies 0.01% Add +47.8% 252,000 $8.1M
Cubist Systematic Strategies, LLC 0.09% New 246,509 $7.9M
Sound Income Strategies, LLC 0.43% Add +62.8% 232,011 $7.4M
Victory Capital Management Inc. 0.00% Reduce -7.6% 214,211 $6.9M
Citigroup Inc. 0.00% Add +36.0% 213,091 $6.8M
Royal Bank of Canada 0.00% Add +84.7% 203,747 $6.5M
Rhumbline Advisers 0.01% Reduce -2.4% 194,005 $6.2M
Swedbank AB 0.01% No change 190,000 $6.1M
Marshall Wace, LLP 0.01% Reduce -62.8% 180,460 $5.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +204.6% 169,280 $5.4M
Goldman Sachs Group Inc. 0.00% Add +81.5% 167,562 $5.4M
Crawford Investment Counsel Inc. 0.09% Reduce -13.6% 167,183 $5.3M
Allianz Asset Management GmbH 0.01% Reduce -22.4% 163,918 $5.2M
Voya Investment Management LLC 0.01% Reduce -3.3% 161,276 $5.2M
Qube Research & Technologies Ltd 0.01% New 160,825 $5.1M
Principal Financial Group Inc. 0.00% Reduce -1.1% 159,603 $5.1M
Squarepoint Ops LLC 0.01% New 156,688 $5.0M
Two Sigma Investments, LP 0.01% Add +1707.7% 153,656 $4.9M
Ontario Teachers Pension Plan Board 0.10% Add +20.7% 148,095 $4.7M
CANADA LIFE ASSURANCE Co 0.01% Add +0.5% 147,947 $4.7M
Peregrine Capital Management LLC 0.14% Add +7.0% 147,013 $4.7M
California Public Employees Retirement System 0.00% Add +7.3% 139,286 $4.5M
Swiss National Bank 0.00% Reduce -1.2% 138,679 $4.4M
Y-Intercept (Hong Kong) Ltd 0.11% New 138,137 $4.4M
Schonfeld Strategic Advisors LLC 0.03% Reduce -75.2% 129,609 $4.1M
Fuller & Thaler Asset Management, Inc. 0.01% Add +39.0% 128,907 $4.1M
Wedge Capital Management L L P 0.07% Reduce -1.8% 127,501 $4.1M
SG Americas Securities, LLC 0.02% Add +375.9% 125,995 $4.0M
Man Group plc 0.01% Add +14.1% 125,372 $4.0M
Public Employees Retirement System of Ohio 0.01% Add +1.6% 122,766 $3.9M
Envestnet Asset Management Inc. 0.00% Reduce -28.9% 122,550 $3.9M
Centaurus Financial, Inc. 0.23% Reduce -3.1% 121,768 $3.9M
Ameriprise Financial Inc. 0.00% Reduce -5.8% 118,842 $3.8M
Arrowstreet Capital, Limited Partnership 0.00% Add +175.0% 117,318 $3.8M
Quantinno Capital Management LP 0.02% Reduce -43.9% 113,755 $3.6M
Baird Financial Group, Inc. 0.01% Reduce -6.7% 110,454 $3.5M
Aptus Capital Advisors, LLC 0.03% Add +9.7% 108,552 $3.5M
Neuberger Berman Group LLC 0.00% Reduce -1.1% 107,173 $3.4M
DC Investments Management, LLC 1.40% No change 105,009 $3.4M
Asset Management One Co., Ltd. 0.01% Reduce -1.8% 99,553 $3.2M
Nomura Asset Management Co. Ltd. 0.01% Add +2.1% 98,350 $3.1M
Wells Fargo & Company 0.00% Reduce -62.9% 92,710 $3.0M
New York State Teachers Retirement System 0.01% No change 92,361 $3.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.08% Add +22.8% 90,522 $2.9M
Retirement Systems of Alabama 0.01% Add +0.8% 85,987 $2.8M
Brevan Howard Capital Management LP 0.03% Add +1071.9% 83,979 $2.7M
AlphaQuest LLC 0.26% Add +84.4% 83,797 $2.7M
Cincinnati Financial Corp. 0.06% No change 82,030 $2.6M
Engineers Gate Manager LP 0.03% Add +904.6% 81,714 $2.6M
Cetera Investment Advisers 0.00% Add +6.3% 79,413 $2.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -1.1% 77,383 $2.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -3.2% 77,241 $2.5M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -22.9% 74,899 $2.4M
HSBC Holdings PLC 0.00% Add +27.6% 74,097 $2.4M
Advisory Alpha, LLC 0.07% Reduce 0.0% 72,569 $2.3M
Gabelli Funds LLC 0.02% New 70,034 $2.2M
Oppenheimer Asset Management Inc. 0.03% Reduce -23.4% 69,573 $2.2M
GW&K Investment Management, LLC 0.02% Reduce -91.3% 67,693 $2.2M
California State Teachers Retirement System 0.00% Add +0.6% 66,648 $2.1M
Deutsche Bank AG 0.00% Add +61.0% 64,456 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +1.4% 58,909 $1.9M
HRT Financial LP 0.01% New 58,075 $1.9M
Hancock Whitney Corp. 0.03% Reduce -72.4% 56,970 $1.8M
State of New Jersey Common Pension Fund D 0.01% Add +9.8% 55,723 $1.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.0% 52,972 $1.7M
XTX Topco Ltd 0.07% New 52,507 $1.7M
Anchor Capital Advisors LLC 0.05% Reduce -94.5% 50,527 $1.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +6.8% 50,525 $1.6M
Two Sigma Advisers, LP 0.00% Add +21.2% 49,700 $1.6M
Worldquant Millennium Advisors LLC 0.01% New 49,179 $1.6M
QSV Equity Investors LLC 1.59% Reduce -0.9% 47,648 $1.5M
Guggenheim Capital LLC 0.01% Reduce -2.2% 47,172 $1.5M
XML Financial, LLC 0.13% Reduce -11.5% 46,930 $1.5M
Pacer Advisors, Inc. 0.00% Reduce -14.8% 46,778 $1.5M
Truist Financial Corp. 0.00% Add +0.0% 44,965 $1.4M
Twinbeech Capital LP 0.03% Add +30.4% 44,429 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +13.6% 44,094 $1.4M
Axxcess Wealth Management, LLC 0.03% Reduce -0.7% 42,652 $1.4M
Stifel Financial Corp. 0.00% Reduce -18.6% 42,582 $1.4M
State of Alaska, Department of Revenue 0.01% Add +0.3% 42,340 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +3.3% 40,812 $1.3M
Fox Run Management, L.L.C. 0.21% New 39,941 $1.3M
MetLife Investment Management, LLC 0.01% Reduce -86.9% 39,878 $1.3M
Pinebridge Investments, L.P. 0.01% Add +53.5% 37,791 $1.2M
First Trust Advisors LP 0.00% Add +237.3% 37,762 $1.2M
Penserra Capital Management LLC 0.02% Add +19.2% 37,549 $1.2M
Macquarie Group Ltd. 0.00% No change 37,467 $1.2M
Capital Fund Management S.A. 0.01% New 36,480 $1.2M
Wolverine Asset Management LLC 0.08% New 36,344 $1.2M
Amundi 0.00% Reduce -13.3% 34,566 $1.1M
Paralel Advisors LLC 0.05% No change 35,000 $1.1M
Wesbanco Bank Inc. 0.03% Add +97.7% 35,000 $1.1M
Mutual of America Capital Management LLC 0.01% Reduce -3.1% 34,986 $1.1M
Versor Investments LP 0.20% New 34,700 $1.1M
Mitsubishi UFJ Trust & Banking Corp 0.00% New 33,094 $1.1M
Centiva Capital, LP 0.07% New 33,037 $1.1M
Treasurer of the State of North Carolina 0.00% Add +2.8% 32,884 $1.1M
Amalgamated Bank 0.01% Reduce -1.4% 32,092 $1.0M
Ensign Peak Advisors, Inc 0.00% Reduce -21.4% 32,080 $1.0M
New York State Common Retirement Fund 0.00% No change 31,339 $1.0M
Franklin Resources Inc. 0.00% Reduce -86.7% 28,579 $914K
State of Tennessee, Department of Treasury 0.00% No change 28,474 $911K
Teachers Retirement System of the State of Kentucky 0.01% No change 28,195 $902K
Resona Asset Management Co.,Ltd. 0.00% Reduce -7.1% 28,280 $900K
Nisa Investment Advisors, LLC 0.00% Reduce -14.3% 26,472 $847K
Police & Firemen's Retirement System of New Jersey 0.01% Add +4.8% 26,322 $842K
Intech Investment Management LLC 0.01% Reduce -39.6% 26,171 $837K
BNP Paribas Financial Markets 0.00% Add +124.6% 25,350 $811K
State Board of Administration of Florida Retirement System 0.00% Reduce -2.9% 25,199 $806K
DekaBank Deutsche Girozentrale 0.00% No change 25,133 $797K
Moseley Investment Management Inc. 0.27% Reduce -0.2% 24,905 $797K
Pasadena Private Wealth, LLC 0.14% Reduce -5.2% 24,832 $794K
Clear Creek Financial Management, LLC 0.07% Add +4.2% 24,567 $786K
Vancity Investment Management Ltd 0.10% No change 24,464 $783K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -41.8% 23,788 $761K
Yousif Capital Management, LLC 0.01% Reduce -1.9% 23,680 $758K
Cerity Partners LLC 0.00% Reduce -58.1% 23,047 $737K
Handelsbanken Fonder AB 0.00% Reduce -8.8% 22,816 $730K
Bridgefront Capital, LLC 0.19% New 22,668 $725K
James Investment Research, Inc. 0.08% No change 22,125 $708K
Arizona State Retirement System 0.00% Add +2.0% 21,195 $678K
Russell Investments Group, Ltd. 0.00% Add +67.1% 20,906 $669K
Aberdeen Group plc 0.00% Add +13.0% 20,884 $668K
Exchange Traded Concepts, LLC 0.01% Add +2.0% 20,827 $666K
Natixis Advisors, LLC 0.00% Reduce -77.3% 20,768 $664K
Keybank National Association 0.00% Add +5.2% 20,700 $662K
Campbell & CO Investment Adviser LLC 0.04% Add +7.2% 20,346 $651K
Gotham Asset Management 0.00% Reduce -40.2% 20,094 $643K
Louisiana State Employees Retirement System 0.01% Add +1.0% 19,800 $633K
UniSuper Management Pty Ltd 0.00% No change 19,700 $630K
AQR Capital Management 0.00% Add +17.5% 19,674 $622K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.0% 19,119 $612K
Vestcor Inc 0.02% New 19,061 $610K
Dynamic Technology Lab Private Ltd 0.08% New 18,920 $605K
Pathstone Holdings, LLC 0.00% Add +2.6% 18,598 $595K
Hudson Edge Investment Partners Inc. 0.10% Add +5.6% 18,416 $589K
Orion Porfolio Solutions, LLC 0.00% Add +1.0% 18,090 $579K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -2.4% 17,827 $570K
Beacon Investment Advisors LLC 0.24% No change 17,500 $557K
New Mexico Educational Retirement Board 0.02% No change 17,300 $553K
Lecap Asset Management Ltd. 0.19% New 17,155 $549K
State of Michigan Retirement System 0.00% Add +0.6% 16,901 $541K
Entropy Technologies, LP 0.04% New 16,858 $539K
Holocene Advisors, LP 0.00% New 16,398 $525K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +24.1% 16,278 $521K
Van Eck Associates Corp. 0.00% Add +12.0% 16,158 $517K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.7% 15,707 $502K
Oregon Public Employees Retirement Fund 0.01% Reduce -3.4% 14,403 $461K
KLP Kapitalforvaltning As 0.00% No change 14,400 $461K
Oak Thistle LLC 0.07% New 14,024 $449K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.8% 13,660 $437K
Rockefeller Capital Management L.P. 0.00% Reduce -1.6% 13,453 $430K
Nebula Research & Development LLC 0.04% New 12,993 $416K
Peak Financial Advisors LLC 0.21% Add +7.6% 12,890 $412K
PharVision Advisers, LLC 0.59% New 12,807 $410K
Teacher Retirement System of Texas 0.00% Reduce -5.0% 12,774 $409K
Caxton Associates LLP 0.01% New 12,240 $392K
MML Investors Services, LLC 0.00% Reduce -3.5% 12,191 $390K
Navellier & Associates Inc. 0.05% Add +0.1% 12,146 $389K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -6.2% 11,807 $378K
Metis Global Partners, LLC 0.01% Add +30.8% 11,623 $372K
Jump Financial, LLC 0.00% New 11,492 $368K
IFM Investors Pty Ltd 0.00% Reduce -19.3% 11,408 $365K
Pictet Asset Management Holding SA 0.00% Reduce -26.6% 11,358 $363K
GAMCO Investors 0.00% New 11,276 $361K
Nissay Asset Management Corp. /Japan 0.00% Add +4.4% 10,932 $350K
Choreo, LLC 0.00% Reduce -17.7% 10,812 $346K
Bayesian Capital Management, LP 0.05% New 10,700 $342K
Magnetar Financial LLC 0.00% New 10,686 $342K
M&T Bank Corp 0.00% Reduce -46.8% 10,692 $342K
Wealth Enhancement Advisory Services, LLC 0.00% Add +19.3% 10,463 $341K
Federated Hermes, Inc. 0.00% Reduce -15.8% 10,594 $339K
Aster Capital Management (DIFC) Ltd 0.07% New 10,353 $331K
Gilman Hill Asset Management, LLC 0.05% Add +5.2% 10,287 $329K
Van Hulzen Asset Management, LLC 0.03% Add +21.9% 10,200 $326K
NJ State Employees Deferred Compensation Plan 0.04% No change 10,000 $320K
Cornerstone Investment Partners, LLC 0.01% Add +0.5% 9,108 $291K
Jefferies Financial Group Inc. 0.01% New 9,062 $290K
Lazard Asset Management LLC 0.00% Add +7.3% 9,077 $289K
Tidal Investments LLC 0.00% Reduce -5.0% 8,961 $287K
Creative Planning 0.00% Reduce -11.4% 8,882 $284K
Fisher Asset Management 0.00% Reduce -22.5% 8,881 $284K
Public Employees Retirement Association of Colorado 0.00% No change 8,883 $284K
State of Wisconsin Investment Board 0.00% Add +16.2% 8,670 $277K
Summit Trail Advisors, LLC 0.00% New 8,572 $274K
Arkadios Wealth Advisors 0.01% No change 8,465 $271K
SPC Financial, Inc. 0.02% Add +6.4% 8,300 $266K
Xponance LLC 0.00% Reduce -2.3% 7,932 $254K
HighTower Advisors, LLC 0.00% Reduce -7.0% 7,838 $251K
Presima Securities ULC 0.06% No change 7,799 $249K
Alps Advisors Inc. 0.00% Add +5.5% 7,734 $247K
Oppenheimer & Co. Inc. 0.00% Add +7.7% 7,673 $245K
Commonwealth Equity Services, LLC 0.00% Add +1.9% 7,673 $245K
DRW Securities, LLC 0.02% New 7,530 $241K
Highland Capital Management, LLC 0.01% Add +3.7% 7,391 $236K
Bank of Montreal 0.00% Reduce -9.9% 7,241 $232K
Avantax Advisory Services, Inc. 0.00% Reduce -3.0% 7,069 $226K
J. W. Coons Advisors, LLC 0.05% Reduce -15.8% 6,745 $216K
Boothbay Fund Management, LLC 0.01% New 6,497 $208K
Kestra Investment Management, LLC 0.01% Add +25.3% 6,306 $202K
Mercer Global Advisors Inc. 0.00% Add +23.2% 6,254 $200K
IFP Advisors, Inc 0.01% Reduce -52.1% 2,499 $177K
Tower Research Capital LLC (TRC) 0.00% Add +155.8% 5,476 $175K
FIL Ltd 0.00% Add +29.9% 5,446 $174K
Pensionfund PDN 0.11% No change 5,300 $170K
Securian Asset Management, Inc. 0.00% No change 5,302 $170K
Virtus Investment Advisers, LLC 0.06% Add +33.6% 5,293 $169K
Quarry LP 0.04% Add +100880.0% 5,049 $162K
Sterling Capital Management LLC 0.00% Add +21.4% 4,744 $152K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% New 4,285 $137K
Federation des caisses Desjardins du Quebec 0.00% New 4,074 $130K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 3,802 $122K
PNC Financial Services Group, Inc. 0.00% Reduce -20.4% 3,236 $104K
Point72 (DIFC) Ltd 0.01% New 3,130 $100K
Hilltop National Bank 0.03% — 3,000 $96K
Whittier Trust Co. 0.00% No change 3,000 $96K
Pensionfund Sabic 0.02% No change 2,600 $83K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Add +233.8% 2,480 $79K
Summit Securities Group LLC 0.03% New 2,436 $78K
KBC Group NV 0.00% Reduce -45.4% 2,193 $70K
1620 Investment Advisors, Inc. 0.05% Reduce -85.0% 2,097 $67K
Cwm, LLC 0.00% Add +10.0% 1,946 $62K
Osaic Holdings, Inc. 0.00% Add +43.5% 1,786 $61K
US Bancorp \de 0.00% Reduce -32.8% 1,873 $60K
GAMMA Investing LLC 0.00% Add +21.4% 1,748 $56K
STRS Ohio 0.00% New 1,683 $54K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -23.1% 1,504 $48K
Rothschild Investment LLC 0.00% Add +2.4% 1,469 $47K
Advisors Asset Management, Inc. 0.00% Add +72.1% 1,387 $44K
Brooklyn Investment Group 0.01% Reduce -13.8% 1,331 $43K
GF Fund Management Co. LTD. 0.00% Reduce -6.6% 1,281 $41K
Fifth Third Bancorp 0.00% Reduce -7.2% 1,271 $41K
Signaturefd, LLC 0.00% Reduce -43.9% 1,112 $36K
Smartleaf Asset Management LLC 0.00% Reduce -60.4% 1,077 $34K
Huntington National Bank 0.00% Reduce -2.8% 1,034 $33K
Parallel Advisors, LLC 0.00% Reduce -41.6% 997 $32K
HM Payson & Co. 0.00% No change 977 $31K
UMB Bank, n.a. 0.00% Add +71.9% 906 $29K
Steward Partners Investment Advisory, LLC 0.00% Add +1.8% 781 $25K
Geneos Wealth Management Inc. 0.00% Add +3.7% 721 $23K
Jones Financial Companies LLLP 0.00% Reduce -51.0% 716 $23K
Hantz Financial Services, Inc. 0.00% Add +245.8% 657 $21K
NewEdge Advisors, LLC 0.00% Add +0.4% 517 $17K
Matrix Trust Co 0.00% Add +0.6% 497 $16K
Trust Co. of Vermont 0.00% New 500 $16K
Private Trust Co. NA 0.00% Reduce -6.8% 481 $15K
Harbor Capital Advisors, Inc. 0.00% Add +68.3% 473 $15K
Bessemer Group Inc. 0.00% Reduce -20.2% 455 $15K
Global Retirement Partners, LLC 0.00% — 439 $14K
EverSource Wealth Advisors, LLC 0.00% Add +67.0% 389 $12K
Fulcrum Asset Management LLP 0.00% — 380 $12K
Allworth Financial LP 0.00% Reduce -27.6% 375 $12K
Arax Advisory Partners 0.00% New 335 $11K
Caldwell Trust Co 0.00% No change 300 $10K
Caitong International Asset Management Co., Ltd 0.01% Add +98.6% 278 $9K
Bayforest Capital Ltd 0.00% Add +62.0% 256 $8K
Covestor Ltd 0.00% Reduce -2.3% 255 $8K
Rise Advisors, LLC 0.00% Add +2.0% 249 $8K
Bellevue Asset Management, LLC 0.00% No change 240 $8K
Danske Bank A/S 0.00% No change 200 $6K
Farther Finance Advisors, LLC 0.00% Reduce -87.5% 187 $6K
Westside Investment Management, Inc. 0.00% New 181 $6K
Ransom Advisory, Ltd 0.00% New 180 $6K
St Germain D J Co. Inc. 0.00% No change 167 $5K
Fourth Dimension Wealth, LLC 0.00% Reduce -80.0% 150 $5K
Principal Securities, Inc. 0.00% Add +0.7% 142 $5K
IFS Advisors, LLC 0.00% New 142 $5K
CIBC Private Wealth Group LLC 0.00% New 129 $4K
CI Investments Inc. 0.00% Reduce -7.0% 119 $4K
Godsey & Gibb, Inc. 0.00% No change 115 $4K
Fortitude Family Office, LLC 0.00% New 107 $3K
First Horizon Advisors, Inc. 0.00% Add +715.4% 106 $3K
Versant Capital Management, Inc 0.00% New 99 $3K
Bell Investment Advisors, Inc 0.00% No change 90 $3K
MAI Capital Management 0.00% Add +15.2% 76 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -77.4% 72 $2K
Northwestern Mutual Wealth Management Co. 0.00% No change 62 $2K
Farmers & Merchants Investments Inc. 0.00% Add +14.0% 57 $2K
Clearstead Advisors, LLC 0.00% New 50 $2K
WPG Advisers, LLC 0.00% Add +8.9% 49 $2K
Brown Brothers Harriman & Co. 0.00% New 49 $2K
Parkside Financial Bank & Trust 0.00% Add +12.8% 44 $1K
Prestige Wealth Management Group LLC 0.00% No change 31 $992
Blue Trust, Inc. 0.00% Reduce -98.3% 30 $960
Bare Financial Services, Inc 0.00% Add +61.1% 29 $928
Physician Wealth Advisors, Inc. 0.00% New 29 $928
Rialto Wealth Management, LLC 0.00% Add +107.7% 27 $864
Provenance Wealth Advisors, LLC 0.00% No change 18 $576
Sachetta, LLC 0.00% Reduce -56.8% 16 $512
Key Financial Inc 0.00% No change 16 $512
Moisand Fitzgerald Tamayo, LLC 0.00% No change 11 $366
WealthTrak Capital Management LLC 0.00% New 5 $160
Ameritas Advisory Services, LLC 0.00% New 4 $131
Natixis 0.00% New 3 $96
Whittier Trust Co. of Nevada Inc. 0.00% No change 3 $95
Twin Peaks Wealth Advisors, LLC 0.00% New 2 $60

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