National Storage AffiliatesNSA

13F holders, Q3 2025 (September 30)
330holders −11
35new positions
43sold out
9famous investors
$30.22avg. 13F price*

At the end of Q3 2025, 330 institutions reported holding National Storage Affiliates (NSA) in their 13F filings, down 11 from Q2 2025. 35 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($290.7M), BlackRock, Inc. ($256.4M) and Long Pond Capital, LP ($116.2M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.1% of Point72 Asset Management'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions35$95.1M
Exits43$38.1M

All 13F filers, Q2 2025 → Q3 2025: 12,827,701 shares bought and 10,102,076 shares sold, net +2,725,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 330 holders

Vanguard Group Inc. 0.00% Reduce -0.3% 9,618,839 $290.7M
BlackRock, Inc. 0.00% Add +2.8% 8,484,278 $256.4M
Long Pond Capital, LP 8.42% Add +53.9% 3,846,289 $116.2M
State Street Corp. 0.00% Reduce -2.9% 3,683,143 $111.3M
Prudential Financial Inc. 0.09% Add +18.8% 2,483,254 $75.0M
Balyasny Asset Management L.P. 0.15% Reduce -25.3% 2,349,529 $71.0M
Wasatch Advisors LP 0.30% Reduce -60.7% 1,845,950 $55.8M
Thrivent Financial for Lutherans 0.10% Reduce -29.8% 1,654,857 $50.0M
Geode Capital Management, LLC 0.00% Add +7.1% 1,537,095 $46.5M
Jennison Associates LLC 0.03% Add +2.2% 1,518,447 $45.9M
Engineers Gate Manager LP 0.44% Add +1460.6% 1,275,221 $38.5M
Bank of America Corp. 0.00% Add +159.2% 1,163,764 $35.2M
Millennium Management 0.03% Reduce -22.8% 1,112,317 $33.6M
Hudson Bay Capital Management LP 0.23% New 1,094,696 $33.1M
Schonfeld Strategic Advisors LLC 0.23% Add +723.7% 1,067,548 $32.3M
Dimensional Fund Advisors LP 0.01% Add +1.4% 1,058,899 $32.0M
Charles Schwab Investment Management Inc. 0.01% Add +2.7% 1,046,740 $31.6M
Morgan Stanley 0.00% Add +12.9% 921,346 $27.8M
Point72 Asset Management 0.06% Add +103.8% 920,706 $27.8M
Cincinnati Insurance Co. 0.42% No change 893,654 $27.0M
Cohen & Steers, Inc. 0.05% Add +207.6% 880,314 $26.6M
Invesco Ltd. 0.00% Add +66.0% 808,748 $24.4M
Bank of New York Mellon Corp 0.00% Reduce -6.2% 788,094 $23.8M
FMR LLC 0.00% Add +18.6% 760,597 $23.0M
Northern Trust Corp. 0.00% Reduce -2.7% 753,187 $22.8M
Royal Bank of Canada 0.00% Add +251.9% 716,901 $21.7M
TimesSquare Capital Management, LLC 0.31% Reduce -6.2% 713,952 $21.6M
UBS Group AG 0.00% Add +4.9% 662,900 $20.0M
Heartland Advisors Inc. 1.03% Add +47.2% 646,200 $19.5M
Alliancebernstein L.P. 0.01% Reduce -29.1% 539,099 $16.3M
LPL Financial LLC 0.00% Reduce -5.2% 482,198 $14.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +455.1% 428,779 $13.0M
Wellington Management Group LLP 0.00% New 427,612 $12.9M
Leeward Investments, LLC - MA 0.63% Reduce -2.2% 406,152 $12.3M
Irenic Capital Management LP 2.58% New 402,822 $12.2M
Nuveen, LLC 0.00% Reduce -11.4% 401,363 $12.1M
Verition Fund Management LLC 0.07% Reduce -8.1% 370,787 $11.2M
Citadel Advisors 0.01% Reduce -71.3% 367,028 $11.1M
Quantinno Capital Management LP 0.03% Add +209.5% 352,073 $10.6M
APG Asset Management US Inc. 0.08% No change 344,780 $10.4M
Legal & General Group Plc 0.00% Reduce -10.8% 343,673 $10.4M
Tudor Investment Corporation 0.07% Reduce -13.9% 342,684 $10.4M
CBRE Investment Management Listed Real Assets LLC 0.14% No change 316,068 $9.6M
Lighthouse Investment Partners, LLC 0.34% New 307,500 $9.3M
Algert Global LLC 0.15% New 303,960 $9.2M
Raymond James Financial Inc. 0.00% Reduce -9.5% 301,977 $9.1M
Goldman Sachs Group Inc. 0.00% Add +79.3% 300,443 $9.1M
Gotham Asset Management 0.04% Add +1260.0% 273,273 $8.3M
Mercer Global Advisors Inc. 0.01% Add +4238.8% 271,349 $8.2M
Daiwa Securities Group Inc. 0.03% Add +2.1% 268,183 $8.1M
Alyeska Investment Group, L.P. 0.02% New 267,703 $8.1M
D. Scott Neal, Inc. 3.58% Reduce -0.1% 255,877 $7.7M
Citigroup Inc. 0.01% Add +19.2% 253,962 $7.7M
JPMorgan Chase & Co. 0.00% Reduce -4.9% 245,781 $7.4M
Sound Income Strategies, LLC 0.36% Reduce -8.8% 211,590 $6.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +20.4% 203,794 $6.2M
Ontario Teachers Pension Plan Board 0.15% Add +35.5% 200,695 $6.1M
Swedbank AB 0.01% No change 190,000 $5.7M
Rhumbline Advisers 0.00% Reduce -5.5% 183,234 $5.5M
Victory Capital Management Inc. 0.00% Reduce -15.3% 181,474 $5.5M
Barclays PLC 0.00% Reduce -31.5% 178,301 $5.4M
Peregrine Capital Management LLC 0.15% Add +9.9% 161,524 $4.9M
HSBC Holdings PLC 0.00% Add +116.4% 160,344 $4.8M
CANADA LIFE ASSURANCE Co 0.01% Add +7.9% 159,580 $4.8M
Principal Financial Group Inc. 0.00% Reduce -1.7% 156,893 $4.7M
Fuller & Thaler Asset Management, Inc. 0.02% Add +21.4% 156,545 $4.7M
Voya Investment Management LLC 0.01% Reduce -6.4% 151,023 $4.6M
Greenland Capital Management LP 0.73% New 148,947 $4.5M
Crawford Investment Counsel Inc. 0.07% Reduce -11.0% 148,768 $4.5M
Swiss National Bank 0.00% Add +1.6% 140,879 $4.3M
Qube Research & Technologies Ltd 0.01% Reduce -17.1% 133,370 $4.0M
Allianz Asset Management GmbH 0.00% Reduce -19.5% 131,962 $4.0M
Arrowstreet Capital, Limited Partnership 0.00% Add +6.6% 125,099 $3.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.10% Add +35.6% 122,774 $3.7M
Public Employees Retirement System of Ohio 0.01% Reduce -0.2% 122,537 $3.7M
Ameriprise Financial Inc. 0.00% Add +2.2% 121,411 $3.7M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +258.0% 118,476 $3.6M
Man Group plc 0.01% Reduce -5.8% 118,092 $3.6M
Wedge Capital Management L L P 0.06% Reduce -7.9% 117,477 $3.6M
Centaurus Financial, Inc. 0.17% Reduce -3.7% 117,228 $3.5M
Squarepoint Ops LLC 0.01% Reduce -31.5% 107,282 $3.2M
Neuberger Berman Group LLC 0.00% Reduce -2.8% 104,175 $3.1M
Nomura Asset Management Co. Ltd. 0.01% Add +4.3% 102,550 $3.1M
Cetera Investment Advisers 0.00% Add +29.0% 102,422 $3.1M
Asset Management One Co., Ltd. 0.01% Reduce -0.6% 98,979 $3.0M
Sei Investments Co. 0.00% Reduce -71.1% 98,189 $3.0M
Baird Financial Group, Inc. 0.00% Reduce -12.1% 97,074 $2.9M
Russell Investments Group, Ltd. 0.00% Add +358.6% 95,872 $2.9M
New York State Teachers Retirement System 0.01% Reduce -0.2% 92,187 $2.8M
Cubist Systematic Strategies, LLC 0.04% Reduce -64.4% 87,838 $2.7M
Retirement Systems of Alabama 0.01% Reduce -0.7% 85,362 $2.6M
Holocene Advisors, LP 0.01% Add +405.1% 82,831 $2.5M
Cincinnati Financial Corp. 0.05% No change 82,030 $2.5M
Natixis 0.01% Add +2705333.3% 81,163 $2.5M
Wells Fargo & Company 0.00% Reduce -13.4% 80,261 $2.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +3.5% 80,076 $2.4M
Capital Fund Management S.A. 0.02% Add +111.0% 76,971 $2.3M
Advisory Alpha, LLC 0.06% No change 72,569 $2.2M
BNP Paribas Financial Markets 0.00% Add +180.1% 71,013 $2.1M
California State Teachers Retirement System 0.00% Add +5.3% 70,191 $2.1M
Gabelli Funds LLC 0.01% No change 70,034 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +22.9% 68,460 $2.1M
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -50.5% 68,353 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +6.7% 62,872 $1.9M
Deutsche Bank AG 0.00% Reduce -2.9% 62,590 $1.9M
STRS Ohio 0.01% Add +3588.8% 62,083 $1.9M
Two Sigma Investments, LP 0.00% Reduce -61.8% 58,693 $1.8M
Pacer Advisors, Inc. 0.00% Add +21.7% 56,929 $1.7M
Summit Trail Advisors, LLC 0.02% Add +529.2% 53,937 $1.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +5.3% 53,225 $1.6M
Renaissance Technologies 0.00% Reduce -79.2% 52,500 $1.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.1% 50,796 $1.5M
AlphaQuest LLC 0.10% Reduce -39.4% 50,769 $1.5M
Anchor Capital Advisors LLC 0.04% Reduce -2.4% 49,339 $1.5M
QSV Equity Investors LLC 1.47% No change 47,648 $1.4M
State of Alaska, Department of Revenue 0.01% Add +9.9% 46,542 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +1.6% 44,809 $1.4M
Jane Street Group, LLC 0.00% Reduce -89.0% 44,225 $1.3M
Wolverine Asset Management LLC 0.09% Add +19.2% 43,335 $1.3M
Creative Planning 0.00% Add +376.9% 42,362 $1.3M
Stifel Financial Corp. 0.00% Reduce -0.8% 42,241 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +1.0% 41,218 $1.2M
Guggenheim Capital LLC 0.01% Reduce -12.6% 41,215 $1.2M
ExodusPoint Capital Management, LP 0.02% Reduce -86.0% 39,880 $1.2M
Jacobs Levy Equity Management, Inc. 0.00% Add +63.9% 38,991 $1.2M
Penserra Capital Management LLC 0.01% Add +3.5% 38,852 $1.2M
State Board of Administration of Florida Retirement System 0.00% Add +52.5% 38,439 $1.2M
MetLife Investment Management, LLC 0.01% Reduce -4.1% 38,259 $1.2M
Easterly Investment Partners LLC 0.08% New 37,930 $1.1M
XML Financial, LLC 0.09% Reduce -19.4% 37,800 $1.1M
Macquarie Group Ltd. 0.00% No change 37,467 $1.1M
HRT Financial LP 0.00% Reduce -36.5% 36,889 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -51.2% 36,554 $1.1M
Franklin Resources Inc. 0.00% Add +27.7% 36,504 $1.1M
Amundi 0.00% Add +4.8% 36,224 $1.1M
AQR Capital Management 0.00% Add +78.2% 35,066 $1.1M
Wesbanco Bank Inc. 0.03% No change 35,000 $1.1M
Oak Thistle LLC 0.16% Add +144.7% 34,321 $1.0M
Envestnet Asset Management Inc. 0.00% Reduce -72.7% 33,516 $1.0M
Mutual of America Capital Management LLC 0.01% Reduce -6.8% 32,606 $985K
Amalgamated Bank 0.01% Add +0.7% 32,326 $977K
Police & Firemen's Retirement System of New Jersey 0.01% Add +21.9% 32,083 $970K
Treasurer of the State of North Carolina 0.00% Reduce -3.7% 31,653 $957K
Resona Asset Management Co.,Ltd. 0.00% Add +10.8% 31,344 $950K
Janus Henderson Group PLC 0.00% Reduce -88.1% 30,136 $911K
Axxcess Wealth Management, LLC 0.02% Reduce -32.2% 28,914 $874K
Hancock Whitney Corp. 0.02% Reduce -49.6% 28,683 $867K
State of Tennessee, Department of Treasury 0.00% No change 28,474 $860K
Teachers Retirement System of the State of Kentucky 0.01% No change 28,195 $852K
Twinbeech Capital LP 0.03% Reduce -36.5% 28,193 $852K
New York State Common Retirement Fund 0.00% Reduce -10.8% 27,939 $844K
Intech Investment Management LLC 0.01% Add +2.3% 26,759 $809K
Vancity Investment Management Ltd 0.11% Add +8.7% 26,586 $803K
Clear Creek Financial Management, LLC 0.07% Add +2.6% 25,212 $762K
DekaBank Deutsche Girozentrale 0.00% No change 25,133 $757K
Exchange Traded Concepts, LLC 0.01% Add +16.4% 24,244 $733K
Moseley Investment Management Inc. 0.22% Reduce -3.4% 24,052 $727K
Aberdeen Group plc 0.00% Add +13.8% 23,773 $720K
Handelsbanken Fonder AB 0.00% No change 22,816 $689K
Stratos Wealth Partners, LTD. 0.01% New 22,743 $687K
Yousif Capital Management, LLC 0.01% Reduce -5.8% 22,315 $674K
Pathstone Holdings, LLC 0.00% Add +17.0% 21,762 $658K
Arizona State Retirement System 0.00% Add +1.4% 21,502 $650K
Two Sigma Advisers, LP 0.00% Reduce -56.7% 21,500 $650K
Pasadena Private Wealth, LLC 0.09% Reduce -13.6% 21,464 $649K
Hudson Edge Investment Partners Inc. 0.10% Add +14.7% 21,116 $638K
Keybank National Association 0.00% Add +0.1% 20,719 $626K
Gsa Capital Partners LLP 0.05% New 20,093 $607K
Louisiana State Employees Retirement System 0.01% Reduce -0.5% 19,700 $595K
UniSuper Management Pty Ltd 0.00% No change 19,700 $595K
Vestcor Inc 0.02% No change 19,061 $576K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.3% 19,071 $576K
Versor Investments LP 0.10% Reduce -46.1% 18,700 $565K
Cerity Partners LLC 0.00% Reduce -20.6% 18,305 $553K
Van Eck Associates Corp. 0.00% Add +10.5% 17,849 $539K
Pallas Capital Advisors LLC 0.02% New 17,811 $538K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -0.5% 17,747 $536K
Beacon Investment Advisors LLC 0.22% No change 17,500 $529K
New Mexico Educational Retirement Board 0.02% No change 17,300 $523K
State of Michigan Retirement System 0.00% Reduce -0.6% 16,801 $508K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 16,278 $492K
Metis Global Partners, LLC 0.01% Add +36.5% 15,865 $479K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 15,737 $476K
Ensign Peak Advisors, Inc 0.00% Reduce -52.5% 15,230 $460K
Navellier & Associates Inc. 0.05% Add +24.2% 15,087 $456K
Bridgefront Capital, LLC 0.13% Reduce -33.7% 15,029 $454K
KLP Kapitalforvaltning As 0.00% No change 14,400 $435K
Nisa Investment Advisors, LLC 0.00% Reduce -46.3% 14,218 $430K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.4% 14,203 $429K
Freestone Grove Partners LP 0.00% New 13,980 $422K
Worldquant Millennium Advisors LLC 0.00% Reduce -72.5% 13,536 $409K
Vanguard Personalized Indexing Management, LLC 0.00% Add +14.1% 13,468 $407K
Rockefeller Capital Management L.P. 0.00% Reduce -0.8% 13,350 $403K
James Investment Research, Inc. 0.04% Reduce -39.7% 13,345 $403K
Peak Financial Advisors LLC 0.19% Add +3.0% 13,272 $401K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.1% 13,234 $400K
Gilman Hill Asset Management, LLC 0.06% Add +24.3% 12,787 $386K
Kestra Investment Management, LLC 0.01% Add +102.4% 12,762 $386K
First Trust Advisors LP 0.00% Reduce -67.4% 12,312 $372K
Susquehanna International Group, LLP 0.00% New 12,211 $369K
Wealth Enhancement Advisory Services, LLC 0.00% Add +14.1% 11,942 $364K
SG Americas Securities, LLC 0.00% Reduce -90.7% 11,735 $355K
IFM Investors Pty Ltd 0.00% No change 11,408 $346K
Pictet Asset Management Holding SA 0.00% No change 11,358 $343K
GAMCO Investors 0.00% Reduce -1.3% 11,126 $336K
Tidal Investments LLC 0.00% Add +12.3% 10,061 $304K
NJ State Employees Deferred Compensation Plan 0.03% No change 10,000 $302K
Alps Advisors Inc. 0.00% Add +26.1% 9,752 $295K
Nissay Asset Management Corp. /Japan 0.00% Reduce -11.0% 9,734 $294K
Blueshift Asset Management, LLC 0.09% New 9,581 $290K
Teacher Retirement System of Texas 0.00% Reduce -25.5% 9,513 $287K
Western Wealth Management, LLC 0.02% New 9,508 $287K
Bayforest Capital Ltd 0.13% Add +3414.8% 8,998 $272K
Van Hulzen Asset Management, LLC 0.02% Reduce -12.3% 8,950 $270K
Cornerstone Investment Partners, LLC 0.01% Reduce -2.4% 8,888 $269K
Fisher Asset Management 0.00% Reduce -0.0% 8,878 $268K
Public Employees Retirement Association of Colorado 0.00% No change 8,883 $268K
MML Investors Services, LLC 0.00% Reduce -28.4% 8,727 $264K
Hantz Financial Services, Inc. 0.00% Add +1201.4% 8,550 $258K
SPC Financial, Inc. 0.02% No change 8,300 $251K
Evergreen Capital Management LLC 0.01% New 8,149 $246K
Private Capital Management, LLC 0.02% New 8,000 $242K
Xponance LLC 0.00% Reduce -0.8% 7,868 $238K
HighTower Advisors, LLC 0.00% Reduce -1.5% 7,723 $233K
Choreo, LLC 0.00% Reduce -29.5% 7,620 $230K
Virtu Financial LLC 0.01% New 7,318 $221K
Highland Capital Management, LLC 0.01% Reduce -1.2% 7,303 $221K
Captrust Financial Advisors 0.00% New 7,048 $213K
Farringdon Capital, Ltd. 0.05% New 6,959 $210K
Boothbay Fund Management, LLC 0.01% Add +3.4% 6,715 $203K
Arkadios Wealth Advisors 0.01% Reduce -21.1% 6,681 $202K
Syon Capital LLC 0.01% New 6,667 $201K
Oppenheimer & Co. Inc. 0.00% Reduce -13.5% 6,638 $201K
MAI Capital Management 0.00% Add +8548.7% 6,573 $199K
Federated Hermes, Inc. 0.00% Reduce -40.5% 6,307 $191K
Virtus Investment Advisers, LLC 0.05% Add +9.3% 5,784 $175K
FIL Ltd 0.00% Add +1.2% 5,509 $166K
Pensionfund PDN 0.10% No change 5,300 $160K
Securian Asset Management, Inc. 0.00% Reduce -1.1% 5,243 $158K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +20.3% 4,574 $138K
Federation des caisses Desjardins du Quebec 0.00% Add +9.5% 4,462 $135K
Sterling Capital Management LLC 0.00% Reduce -8.2% 4,353 $132K
IFP Advisors, Inc 0.00% Add +60.9% 4,020 $121K
Point72 (DIFC) Ltd 0.01% Add +22.8% 3,842 $116K
Hilltop National Bank 0.02% No change 3,000 $91K
Whittier Trust Co. 0.00% No change 3,000 $91K
Advisors Asset Management, Inc. 0.00% Add +102.5% 2,809 $85K
Pensionfund Sabic 0.02% No change 2,600 $79K
GAMMA Investing LLC 0.00% Add +48.4% 2,594 $78K
Quarry LP 0.02% Reduce -51.2% 2,463 $74K
KBC Group NV 0.00% No change 2,193 $66K
Cwm, LLC 0.00% Add +7.1% 2,084 $63K
PNC Financial Services Group, Inc. 0.00% Reduce -39.0% 1,973 $60K
Tower Research Capital LLC (TRC) 0.00% Reduce -68.6% 1,720 $52K
Point72 Europe (London) LLP 0.00% New 1,688 $51K
Quadrant Capital Group LLC 0.00% New 1,610 $49K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +5.8% 1,592 $48K
Signaturefd, LLC 0.00% Add +31.9% 1,467 $44K
Osaic Holdings, Inc. 0.00% Reduce -20.5% 1,420 $44K
Rothschild Investment LLC 0.00% Reduce -1.0% 1,454 $44K
Parallel Advisors, LLC 0.00% Add +42.5% 1,421 $43K
Pilgrim Partners Asia Pte Ltd 0.02% — 1,360 $41K
US Bancorp \de 0.00% Reduce -29.2% 1,326 $40K
Jones Financial Companies LLLP 0.00% Add +81.8% 1,302 $40K
GF Fund Management Co. LTD. 0.00% Reduce -4.5% 1,223 $37K
Huntington National Bank 0.00% Add +1.0% 1,044 $32K
HM Payson & Co. 0.00% No change 977 $30K
Farther Finance Advisors, LLC 0.00% Add +339.6% 822 $25K
Steward Partners Investment Advisory, LLC 0.00% Add +1.9% 796 $24K
Fifth Third Bancorp 0.00% Reduce -41.1% 749 $23K
Bessemer Group Inc. 0.00% Add +47.3% 670 $21K
Caitong International Asset Management Co., Ltd 0.01% Add +130.6% 641 $19K
Quent Capital, LLC 0.00% New 579 $17K
Geneos Wealth Management Inc. 0.00% Reduce -20.9% 570 $17K
Global Retirement Partners, LLC 0.00% Add +19.8% 526 $16K
NewEdge Advisors, LLC 0.00% Add +0.2% 518 $16K
Advisory Services Network, LLC 0.00% New 472 $14K
1620 Investment Advisors, Inc. 0.01% Reduce -78.3% 455 $14K
Allworth Financial LP 0.00% Add +17.6% 441 $13K
Simplex Trading, LLC 0.00% New 461 $13K
Private Trust Co. NA 0.00% Reduce -10.8% 429 $13K
Matrix Trust Co 0.00% Reduce -17.5% 410 $12K
Fulcrum Asset Management LLP 0.00% No change 380 $11K
Smartleaf Asset Management LLC 0.00% Reduce -65.7% 369 $11K
Caldwell Trust Co 0.00% No change 300 $9K
Covestor Ltd 0.00% Add +5.5% 269 $8K
GW&K Investment Management, LLC 0.00% Reduce -99.6% 257 $8K
Rise Advisors, LLC 0.00% Add +1.6% 253 $8K
Parkside Financial Bank & Trust 0.00% Add +456.8% 245 $7K
Bellevue Asset Management, LLC 0.00% No change 240 $7K
Danske Bank A/S 0.00% No change 200 $6K
Westside Investment Management, Inc. 0.00% No change 181 $5K
Ransom Advisory, Ltd 0.00% No change 180 $5K
St Germain D J Co. Inc. 0.00% No change 167 $5K
Fourth Dimension Wealth, LLC 0.00% No change 150 $5K
UMB Bank, n.a. 0.00% Reduce -83.4% 150 $5K
IFS Advisors, LLC 0.00% No change 142 $4K
CIBC Private Wealth Group LLC 0.00% Add +3.1% 133 $4K
CI Investments Inc. 0.00% Reduce -1.7% 117 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Add +68.1% 121 $4K
Godsey & Gibb, Inc. 0.00% No change 115 $3K
JPL Wealth Management, LLC 0.00% New 100 $3K
Bell Investment Advisors, Inc 0.00% No change 90 $3K
Clearstead Advisors, LLC 0.00% Add +64.0% 82 $2K
First Horizon Corp. 0.00% — 77 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -83.5% 64 $2K
Physician Wealth Advisors, Inc. 0.00% Add +113.8% 62 $2K
Northwestern Mutual Wealth Management Co. 0.00% No change 62 $2K
Wealthspire Advisors, LLC 0.00% New 61 $2K
Farmers & Merchants Investments Inc. 0.00% No change 57 $2K
Bare Financial Services, Inc 0.00% Add +89.7% 55 $2K
WPG Advisers, LLC 0.00% No change 49 $1K
Brown Brothers Harriman & Co. 0.00% No change 49 $1K
Blue Trust, Inc. 0.00% Add +33.3% 40 $1K
Principal Securities, Inc. 0.00% Reduce -73.9% 37 $1K
Prestige Wealth Management Group LLC 0.00% No change 31 $937
Rialto Wealth Management, LLC 0.00% No change 27 $816
Guerra Advisors Inc 0.00% New 25 $770
SouthState Bank Corp 0.00% New 25 $756
Provenance Wealth Advisors, LLC 0.00% No change 18 $544
Key Financial Inc 0.00% No change 16 $485
Sachetta, LLC 0.00% No change 16 $484
Essential Partners LLC 0.00% New 16 $484
Versant Capital Management, Inc 0.00% Reduce -83.8% 16 $484
CVA Family Office, LLC 0.00% New 16 $484
Transamerica Financial Advisors, LLC 0.00% New 16 $484
Moisand Fitzgerald Tamayo, LLC 0.00% Add +9.1% 12 $352
Larson Financial Group LLC 0.00% New 5 $151
Whittier Trust Co. of Nevada Inc. 0.00% No change 3 $91
MV Capital Management, Inc. 0.00% New 1 $31

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