National Storage AffiliatesNSA

13F holders, Q4 2025 (December 31)
329holders −1
41new positions
41sold out
7famous investors
$28.23avg. 13F price*

At the end of Q4 2025, 329 institutions reported holding National Storage Affiliates (NSA) in their 13F filings, down 1 from Q3 2025. 41 opened new positions and 41 sold out. The largest holders were Vanguard Group Inc. ($270.4M), BlackRock, Inc. ($244.9M) and State Street Corp. ($101.5M). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions41$193.2M
Exits41$63.3M

All 13F filers, Q3 2025 → Q4 2025: 16,486,455 shares bought and 12,331,978 shares sold, net +4,154,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 329 holders

Vanguard Group Inc. 0.00% Reduce -0.4% 9,583,544 $270.4M
BlackRock, Inc. 0.00% Add +2.3% 8,681,742 $244.9M
State Street Corp. 0.00% Reduce -2.3% 3,599,555 $101.5M
Prudential Financial Inc. 0.09% Add +7.7% 2,675,286 $75.5M
Balyasny Asset Management L.P. 0.14% Add +11.6% 2,622,624 $74.0M
Long Pond Capital, LP 8.59% Reduce -32.6% 2,591,313 $73.1M
Cohen & Steers, Inc. 0.11% Add +145.6% 2,161,651 $61.0M
Citigroup Inc. 0.03% Add +530.1% 1,600,155 $45.1M
Citadel Advisors 0.03% Add +294.0% 1,446,088 $40.8M
Geode Capital Management, LLC 0.00% Reduce -6.2% 1,441,510 $40.7M
Land & Buildings Investment Management, LLC 6.16% New 1,314,463 $37.1M
FMR LLC 0.00% Add +60.1% 1,217,928 $34.4M
Rush Island Management, LP 2.11% New 1,197,716 $33.8M
Canada Pension Plan Investment Board 0.02% New 1,180,100 $33.3M
Hudson Bay Capital Management LP 0.20% Add +5.5% 1,154,705 $32.6M
Charles Schwab Investment Management Inc. 0.00% Add +4.6% 1,095,158 $30.9M
Morgan Stanley 0.00% Add +14.6% 1,056,120 $29.8M
Dimensional Fund Advisors LP 0.01% Reduce -0.5% 1,054,083 $29.7M
Freestone Grove Partners LP 0.20% Add +7053.7% 1,000,091 $28.2M
Wasatch Advisors LP 0.17% Reduce -46.4% 989,702 $27.9M
Jennison Associates LLC 0.02% Reduce -35.7% 975,810 $27.5M
Bank of America Corp. 0.00% Reduce -21.1% 917,603 $25.9M
Cincinnati Insurance Co. 0.39% No change 893,654 $25.2M
UBS Group AG 0.00% Add +32.8% 880,134 $24.8M
Invesco Ltd. 0.00% Add +2.8% 831,730 $23.5M
Deutsche Bank AG 0.01% Add +1141.1% 776,796 $21.9M
Conversant Capital LLC 4.15% New 775,000 $21.9M
Capitolis Liquid Global Markets LLC 0.12% New 721,000 $20.3M
Northern Trust Corp. 0.00% Reduce -4.4% 719,920 $20.3M
Bank of New York Mellon Corp 0.00% Reduce -9.0% 717,285 $20.2M
TimesSquare Capital Management, LLC 0.29% Reduce -3.4% 689,692 $19.5M
Schonfeld Strategic Advisors LLC 0.10% Reduce -35.5% 688,670 $19.4M
Nuveen, LLC 0.01% Add +69.3% 679,526 $19.2M
Woodline Partners LP 0.07% New 669,799 $18.9M
Point72 Asset Management 0.03% Reduce -33.9% 608,899 $17.2M
Wellington Management Group LLP 0.00% Add +36.6% 584,193 $16.5M
Alliancebernstein L.P. 0.00% Reduce -4.9% 512,652 $14.5M
Heartland Advisors Inc. 0.73% Reduce -25.4% 482,125 $13.6M
LPL Financial LLC 0.00% Reduce -2.5% 469,944 $13.3M
Lighthouse Investment Partners, LLC 0.43% Add +50.5% 462,719 $13.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +125.6% 459,793 $13.0M
Legal & General Group Plc 0.00% Add +19.6% 410,893 $11.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -5.8% 403,997 $11.4M
Leeward Investments, LLC - MA 0.58% Reduce -0.6% 403,727 $11.4M
Russell Investments Group, Ltd. 0.01% Add +312.6% 395,608 $11.2M
Millennium Management 0.01% Reduce -64.6% 393,313 $11.1M
Goldman Sachs Group Inc. 0.00% Add +27.2% 382,041 $10.8M
Gotham Asset Management 0.04% Add +34.3% 366,924 $10.4M
Quantinno Capital Management LP 0.02% Reduce -1.1% 348,315 $9.8M
CBRE Investment Management Listed Real Assets LLC 0.13% No change 316,068 $8.9M
Waterfall Asset Management, LLC 8.65% New 297,700 $8.4M
JPMorgan Chase & Co. 0.00% Add +16.8% 286,992 $8.1M
Daiwa Securities Group Inc. 0.03% Add +2.3% 274,432 $7.7M
Alberta Investment Management Corp 0.05% New 257,000 $7.2M
Ontario Teachers Pension Plan Board 0.17% Add +27.3% 255,436 $7.2M
Algert Global LLC 0.10% Reduce -23.3% 233,159 $6.6M
Fuller & Thaler Asset Management, Inc. 0.02% Add +43.6% 224,779 $6.3M
Jane Street Group, LLC 0.01% Add +403.4% 222,622 $6.3M
Sound Income Strategies, LLC 0.29% Reduce -15.2% 179,472 $6.1M
Norges Bank 0.00% — 206,000 $5.8M
Raymond James Financial Inc. 0.00% Reduce -32.2% 204,754 $5.8M
HSBC Holdings PLC 0.00% Add +26.5% 202,877 $5.7M
Rhumbline Advisers 0.00% Add +6.4% 194,941 $5.5M
Swedbank AB 0.01% No change 190,000 $5.4M
Exchange Traded Concepts, LLC 0.04% Add +664.8% 185,423 $5.2M
Peregrine Capital Management LLC 0.15% Add +7.6% 173,758 $4.9M
CANADA LIFE ASSURANCE Co 0.01% Add +4.3% 166,458 $4.7M
Capital Fund Management S.A. 0.04% Add +99.3% 153,439 $4.3M
Principal Financial Group Inc. 0.00% Reduce -3.0% 152,202 $4.3M
Two Sigma Advisers, LP 0.01% Add +584.6% 147,200 $4.2M
Swiss National Bank 0.00% Add +2.1% 143,879 $4.1M
Voya Investment Management LLC 0.00% Reduce -18.4% 123,262 $3.5M
Barclays PLC 0.00% Reduce -32.7% 120,014 $3.4M
Public Employees Retirement System of Ohio 0.01% Reduce -3.1% 118,789 $3.4M
Sei Investments Co. 0.00% Add +17.8% 115,694 $3.3M
Bessemer Group Inc. 0.00% Add +16859.7% 113,630 $3.2M
Taproot Management LP 0.52% — 113,339 $3.2M
Holocene Advisors, LP 0.01% Add +35.5% 112,261 $3.2M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -6.6% 110,619 $3.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.09% Reduce -10.7% 109,601 $3.1M
Neuberger Berman Group LLC 0.00% Add +2.9% 107,178 $3.0M
Centaurus Financial, Inc. 0.14% Reduce -9.1% 106,515 $3.0M
Nomura Asset Management Co. Ltd. 0.01% Add +2.9% 105,550 $3.0M
Wedge Capital Management L L P 0.05% Reduce -11.1% 104,480 $2.9M
Cetera Investment Advisers 0.00% Add +1.8% 104,221 $2.9M
Ameriprise Financial Inc. 0.00% Reduce -14.8% 103,490 $2.9M
Verition Fund Management LLC 0.02% Reduce -73.1% 99,586 $2.8M
Asset Management One Co., Ltd. 0.01% Reduce -1.1% 97,920 $2.8M
Marshall Wace, LLP 0.00% New 97,480 $2.7M
ExodusPoint Capital Management, LP 0.03% Add +140.4% 95,878 $2.7M
New York State Teachers Retirement System 0.01% Reduce -0.9% 91,394 $2.6M
Retirement Systems of Alabama 0.01% Reduce -0.5% 84,948 $2.4M
Cincinnati Financial Corp. 0.05% No change 82,030 $2.3M
Baird Financial Group, Inc. 0.00% Reduce -16.5% 81,028 $2.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -4.4% 76,531 $2.2M
AQR Capital Management 0.00% Add +116.7% 75,980 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +8.4% 74,221 $2.1M
Advisory Alpha, LLC 0.06% No change 72,569 $2.0M
Wells Fargo & Company 0.00% Reduce -10.7% 71,668 $2.0M
California State Teachers Retirement System 0.00% Reduce -0.1% 70,129 $2.0M
Gabelli Funds LLC 0.01% No change 70,034 $2.0M
T. Rowe Price Associates Inc. 0.00% Add +10.5% 69,488 $2.0M
Man Group plc 0.00% Reduce -43.4% 66,792 $1.9M
LMR Partners LLP 0.02% New 65,283 $1.8M
XTX Topco Ltd 0.05% New 62,903 $1.8M
STRS Ohio 0.01% Add +0.0% 62,086 $1.8M
Victory Capital Management Inc. 0.00% Reduce -68.9% 56,446 $1.6M
Two Sigma Investments, LP 0.00% Reduce -4.7% 55,936 $1.6M
Creative Planning 0.00% Add +30.4% 55,262 $1.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.6% 55,677 $1.6M
Summit Trail Advisors, LLC 0.03% Reduce -0.1% 53,912 $1.5M
Versor Investments LP 0.22% Add +165.6% 49,657 $1.4M
Penserra Capital Management LLC 0.02% Add +27.6% 49,596 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.9% 49,324 $1.4M
Royal Bank of Canada 0.00% Reduce -93.2% 48,966 $1.4M
Squarepoint Ops LLC 0.00% Reduce -55.1% 48,193 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.5% 47,249 $1.3M
Anchor Capital Advisors LLC 0.04% Reduce -4.7% 47,001 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -0.5% 46,318 $1.3M
Pacer Advisors, Inc. 0.00% Reduce -24.5% 43,004 $1.2M
Stifel Financial Corp. 0.00% Add +1.5% 42,881 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -1.0% 40,810 $1.2M
State Board of Administration of Florida Retirement System 0.00% No change 38,439 $1.1M
Easterly Investment Partners LLC 0.07% Add +0.2% 37,993 $1.1M
Jacobs Levy Equity Management, Inc. 0.00% Reduce -3.3% 37,694 $1.1M
Macquarie Group Ltd. 0.00% No change 37,467 $1.1M
Guggenheim Capital LLC 0.01% Reduce -9.4% 37,352 $1.1M
Allianz Asset Management GmbH 0.00% Reduce -71.8% 37,282 $1.1M
Amundi 0.00% Add +2.6% 37,182 $1.0M
MetLife Investment Management, LLC 0.01% Reduce -4.5% 36,547 $1.0M
State of Wisconsin Investment Board 0.00% New 36,356 $1.0M
BNP Paribas Financial Markets 0.00% Reduce -49.1% 36,146 $1.0M
HRT Financial LP 0.00% Reduce -3.9% 35,434 $999K
Wesbanco Bank Inc. 0.03% No change 35,000 $987K
DekaBank Deutsche Girozentrale 0.00% No change 25,133 $978K
Worldquant Millennium Advisors LLC 0.00% Add +148.4% 33,622 $948K
QSV Equity Investors LLC 1.36% Reduce -31.4% 32,695 $922K
Police & Firemen's Retirement System of New Jersey 0.01% Add +0.2% 32,161 $907K
Amalgamated Bank 0.01% Reduce -2.5% 31,523 $889K
State of Tennessee, Department of Treasury 0.00% Reduce -4.1% 27,305 $869K
Janus Henderson Group PLC 0.00% No change 30,136 $850K
Envestnet Asset Management Inc. 0.00% Reduce -11.0% 29,817 $841K
Treasurer of the State of North Carolina 0.00% Reduce -6.8% 29,500 $832K
Mutual of America Capital Management LLC 0.01% Reduce -9.7% 29,458 $831K
Resona Asset Management Co.,Ltd. 0.00% Reduce -5.9% 29,508 $829K
Blueshift Asset Management, LLC 0.23% Add +199.5% 28,694 $809K
Teachers Retirement System of the State of Kentucky 0.01% No change 28,195 $795K
Axxcess Wealth Management, LLC 0.01% Reduce -3.0% 28,036 $791K
New York State Common Retirement Fund 0.00% No change 27,939 $788K
Legato Capital Management LLC 0.07% New 27,912 $787K
Vancity Investment Management Ltd 0.10% No change 26,586 $750K
Yousif Capital Management, LLC 0.01% Reduce -1.7% 21,937 $725K
Aberdeen Group plc 0.00% Add +7.1% 25,455 $718K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -31.1% 25,185 $710K
AlphaQuest LLC 0.04% Reduce -51.4% 24,665 $696K
Susquehanna International Group, LLP 0.00% Add +99.6% 24,371 $688K
Gsa Capital Partners LLP 0.06% Add +16.1% 23,320 $658K
Stratos Wealth Partners, LTD. 0.01% Add +0.8% 22,931 $647K
Handelsbanken Fonder AB 0.00% No change 22,816 $644K
XML Financial, LLC 0.05% Reduce -40.7% 22,400 $632K
SG Americas Securities, LLC 0.00% Add +84.7% 21,675 $611K
Engineers Gate Manager LP 0.01% Reduce -98.3% 21,300 $601K
Keybank National Association 0.00% Reduce -0.0% 20,710 $584K
Arizona State Retirement System 0.00% Reduce -5.3% 20,372 $575K
Brevan Howard Capital Management LP 0.01% New 20,103 $567K
Hudson Edge Investment Partners Inc. 0.08% Reduce -5.9% 19,878 $561K
Wealth Enhancement Advisory Services, LLC 0.00% Add +57.4% 18,791 $553K
Louisiana State Employees Retirement System 0.01% Reduce -0.5% 19,600 $553K
Van Eck Associates Corp. 0.00% Add +9.5% 19,551 $552K
Pathstone Holdings, LLC 0.00% Reduce -11.4% 19,280 $544K
Cerity Partners LLC 0.00% Add +4.4% 19,113 $539K
Mercer Global Advisors Inc. 0.00% Reduce -93.1% 18,750 $529K
Clear Creek Financial Management, LLC 0.04% Reduce -29.9% 17,677 $499K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -85.9% 17,668 $498K
Hancock Whitney Corp. 0.01% Reduce -38.6% 17,615 $497K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -0.8% 17,614 $497K
Beacon Investment Advisors LLC 0.20% No change 17,500 $494K
New Mexico Educational Retirement Board 0.01% No change 17,300 $488K
Moseley Investment Management Inc. 0.15% Reduce -29.5% 16,966 $479K
Metis Global Partners, LLC 0.01% Add +5.5% 16,746 $472K
State of Michigan Retirement System 0.00% Reduce -0.6% 16,701 $471K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 16,278 $459K
Vanguard Personalized Indexing Management, LLC 0.00% Add +18.8% 15,999 $451K
Thrivent Financial for Lutherans 0.00% Reduce -99.0% 15,939 $450K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.6% 15,836 $447K
KLP Kapitalforvaltning As 0.00% Add +7.6% 15,500 $437K
Gilman Hill Asset Management, LLC 0.07% Add +15.6% 14,775 $417K
Kestra Investment Management, LLC 0.01% Add +15.1% 14,691 $414K
M&T Bank Corp 0.00% New 14,659 $414K
Evergreen Capital Management LLC 0.01% Add +77.3% 14,449 $408K
UniSuper Management Pty Ltd 0.00% Reduce -26.9% 14,400 $406K
Peak Financial Advisors LLC 0.18% Add +7.9% 14,323 $404K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.7% 14,103 $398K
Rockefeller Capital Management L.P. 0.00% Add +2.5% 13,686 $386K
James Investment Research, Inc. 0.04% No change 13,345 $376K
Ameritas Investment Partners, Inc. 0.01% No change 13,234 $373K
Pallas Capital Advisors LLC 0.01% Reduce -27.3% 12,946 $365K
Sequoia Financial Advisors, LLC 0.00% New 12,838 $362K
AlphaCore Capital LLC 0.01% New 12,410 $350K
AlphaGrep UK Ltd 0.12% — 12,356 $349K
First Trust Advisors LP 0.00% Add +0.3% 12,350 $348K
Campbell & CO Investment Adviser LLC 0.02% New 12,332 $348K
Navellier & Associates Inc. 0.04% Reduce -22.5% 11,698 $330K
Caxton Associates LLP 0.01% New 11,557 $326K
IFM Investors Pty Ltd 0.00% Add +0.6% 11,474 $324K
Pictet Asset Management Holding SA 0.00% No change 11,358 $320K
Twinbeech Capital LP 0.02% Reduce -61.7% 10,800 $305K
GAMCO Investors 0.00% Reduce -4.3% 10,642 $300K
Fox Run Management, L.L.C. 0.05% New 10,589 $299K
Tidal Investments LLC 0.00% Add +3.2% 10,379 $293K
Franklin Resources Inc. 0.00% Reduce -71.6% 10,369 $293K
Nissay Asset Management Corp. /Japan 0.00% Add +4.4% 10,164 $287K
Childress Capital Advisors, LLC 0.04% New 9,903 $279K
Corient Private Wealth LP 0.00% New 9,369 $264K
Nisa Investment Advisors, LLC 0.00% Reduce -34.3% 9,349 $264K
Fisher Asset Management 0.00% Add +0.4% 8,916 $252K
Public Employees Retirement Association of Colorado 0.00% No change 8,883 $251K
Cornerstone Investment Partners, LLC 0.01% No change 8,888 $251K
MML Investors Services, LLC 0.00% Reduce -2.5% 8,507 $240K
Bayesian Capital Management, LP 0.55% New 8,441 $238K
PharVision Advisers, LLC 0.12% New 8,097 $228K
Van Hulzen Asset Management, LLC 0.02% Reduce -13.0% 7,790 $220K
Pasadena Private Wealth, LLC 0.03% Reduce -65.0% 7,524 $212K
Arkadios Wealth Advisors 0.00% Add +11.4% 7,445 $210K
Choreo, LLC 0.00% Reduce -7.1% 7,081 $208K
Alps Advisors Inc. 0.00% Reduce -24.8% 7,336 $207K
Crawford Investment Counsel Inc. 0.00% Reduce -95.1% 7,270 $205K
Fiduciary Group, LLC 0.02% New 7,170 $202K
Asset One Wealth Management LLC 0.03% — 6,330 $201K
MAI Capital Management 0.00% Reduce -12.9% 5,723 $161K
Federated Hermes, Inc. 0.00% Reduce -9.8% 5,691 $161K
Federation des caisses Desjardins du Quebec 0.00% Add +27.3% 5,678 $160K
Pensionfund PDN 0.10% No change 5,300 $150K
Securian Asset Management, Inc. 0.01% Reduce -1.9% 5,143 $145K
Ensign Peak Advisors, Inc 0.00% Reduce -68.0% 4,880 $138K
Advisors Asset Management, Inc. 0.00% Add +69.2% 4,754 $134K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +2.3% 4,680 $132K
IFP Advisors, Inc 0.00% Add +12.7% 4,531 $128K
Hantz Financial Services, Inc. 0.00% Reduce -47.2% 4,514 $127K
Tower Research Capital LLC (TRC) 0.00% Add +142.7% 4,174 $118K
Sterling Capital Management LLC 0.00% Reduce -4.3% 4,165 $117K
FIL Ltd 0.00% Reduce -28.8% 3,925 $111K
PNC Financial Services Group, Inc. 0.00% Add +84.1% 3,633 $102K
Cwm, LLC 0.00% Add +72.7% 3,600 $102K
Caitong International Asset Management Co., Ltd 0.02% Add +443.5% 3,484 $98K
Whittier Trust Co. 0.00% No change 3,000 $88K
Parallel Advisors, LLC 0.00% Add +119.3% 3,116 $88K
Hilltop National Bank 0.02% No change 3,000 $85K
Pensionfund Sabic 0.02% No change 2,600 $73K
Aster Capital Management (DIFC) Ltd 0.03% New 2,488 $70K
Quadrant Capital Group LLC 0.00% Add +38.2% 2,225 $63K
KBC Group NV 0.00% No change 2,193 $62K
Ancora Advisors LLC 0.00% New 2,146 $61K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +33.9% 2,131 $60K
Bayforest Capital Ltd 0.04% Reduce -76.7% 2,100 $59K
Rothschild Investment LLC 0.00% Add +37.6% 2,001 $56K
Global Retirement Partners, LLC 0.00% Add +247.5% 1,828 $52K
Signaturefd, LLC 0.00% Add +16.8% 1,713 $48K
US Bancorp \de 0.00% Add +28.6% 1,705 $48K
Jones Financial Companies LLLP 0.00% Add +22.0% 1,589 $45K
GF Fund Management Co. LTD. 0.00% Reduce -1.2% 1,208 $34K
Huntington National Bank 0.00% Add +8.4% 1,132 $32K
UMB Bank, n.a. 0.00% Add +650.0% 1,125 $32K
GAMMA Investing LLC 0.00% Reduce -61.3% 1,005 $28K
HM Payson & Co. 0.00% No change 977 $28K
Fifth Third Bancorp 0.00% Add +29.4% 969 $27K
Quent Capital, LLC 0.00% Add +46.5% 848 $24K
Steward Partners Investment Advisory, LLC 0.00% Add +2.0% 812 $23K
Key Capital Management, INC 0.02% — 716 $20K
Arax Advisory Partners 0.00% New 674 $19K
Osaic Holdings, Inc. 0.00% Reduce -52.9% 669 $19K
Elevation Wealth Partners, LLC 0.01% New 643 $18K
Allworth Financial LP 0.00% Add +29.9% 573 $16K
1620 Investment Advisors, Inc. 0.01% Add +24.6% 567 $16K
Quarry LP 0.00% Reduce -77.8% 547 $15K
Fulcrum Asset Management LLP 0.00% No change 380 $11K
Rossby Financial, LCC 0.00% New 355 $10K
SageView Advisory Group, LLC 0.00% New 345 $10K
Farther Finance Advisors, LLC 0.00% Reduce -60.0% 329 $9K
Caldwell Trust Co 0.00% No change 300 $8K
Clearstead Advisors, LLC 0.00% Add +253.7% 290 $8K
Covestor Ltd 0.00% No change 269 $8K
Versant Capital Management, Inc 0.00% Add +1656.3% 281 $8K
NewEdge Advisors, LLC 0.00% Reduce -47.9% 270 $8K
Geneos Wealth Management Inc. 0.00% Reduce -52.6% 270 $8K
Bellevue Asset Management, LLC 0.00% No change 240 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Add +67.8% 203 $6K
Fourth Dimension Wealth, LLC 0.00% Add +33.3% 200 $6K
Danske Bank A/S 0.00% No change 200 $6K
Westside Investment Management, Inc. 0.00% No change 181 $5K
CIBC Private Wealth Group LLC 0.00% Add +31.6% 175 $5K
Private Trust Co. NA 0.00% Reduce -63.9% 155 $4K
IFS Advisors, LLC 0.00% No change 142 $4K
Ransom Advisory, Ltd 0.00% Reduce -22.2% 140 $4K
Quantbot Technologies LP 0.00% New 137 $4K
Fortitude Family Office, LLC 0.00% New 116 $3K
Godsey & Gibb, Inc. 0.00% No change 115 $3K
Private Capital Management, LLC 0.00% Reduce -98.8% 100 $3K
International Assets Investment Management, LLC 0.00% New 100 $3K
First Horizon Corp. 0.00% No change 77 $2K
Smartleaf Asset Management LLC 0.00% Reduce -82.1% 66 $2K
Northwestern Mutual Wealth Management Co. 0.00% No change 62 $2K
Farmers & Merchants Investments Inc. 0.00% No change 57 $2K
Physician Wealth Advisors, Inc. 0.00% Reduce -17.7% 51 $1K
WPG Advisers, LLC 0.00% No change 49 $1K
Essential Partners LLC 0.00% Add +206.3% 49 $1K
Rialto Wealth Management, LLC 0.00% Add +55.6% 42 $1K
Inspire Investing, LLC 0.00% New 36 $1K
Prestige Wealth Management Group LLC 0.00% No change 31 $875
Cornerstone Planning Group LLC 0.00% New 27 $859
Blue Trust, Inc. 0.00% Reduce -25.0% 30 $846
EverSource Wealth Advisors, LLC 0.00% Reduce -54.7% 29 $818
Bell Investment Advisors, Inc 0.00% Reduce -68.9% 28 $790
SouthState Bank Corp 0.00% Reduce -20.0% 20 $565
Pinnacle Wealth Planning Services, Inc. 0.00% New 20 $564
CVA Family Office, LLC 0.00% Add +25.0% 20 $564
Provenance Wealth Advisors, LLC 0.00% No change 18 $508
Key Financial Inc 0.00% No change 16 $451
Elyxium Wealth, LLC 0.00% New 14 $395
Parkside Financial Bank & Trust 0.00% Reduce -95.1% 12 $339
Moisand Fitzgerald Tamayo, LLC 0.00% No change 12 $336
MV Capital Management, Inc. 0.00% Add +500.0% 6 $170
Dunhill Financial, LLC 0.00% New 4 $110
Whittier Trust Co. of Nevada Inc. 0.00% No change 3 $88
Assetmark, Inc. 0.00% New 2 $56
Larson Financial Group LLC 0.00% Reduce -60.0% 2 $56
Hughes Financial Services, LLC 0.00% New 2 $56
Basecamp Wealth Advisors LLC 0.00% — 2 $56
GW&K Investment Management, LLC 0.00% Reduce -98.8% 3 $0

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