National Storage AffiliatesNSA

13F holders, Q1 2026 (March 31)
333holders +4
66new positions
60sold out
9famous investors
$37.56avg. 13F price*

At the end of Q1 2026, 333 institutions reported holding National Storage Affiliates (NSA) in their 13F filings, up 4 from Q4 2025. 66 opened new positions and 60 sold out. The largest holders were BlackRock, Inc. ($332.6M), Vanguard Portfolio Management LLC ($226.6M) and Cohen & Steers, Inc. ($169.6M). 9 famous investors held it, including George Soros (0.2% of Soros Fund Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions66$267.4M
Exits60$332.2M

All 13F filers, Q4 2025 → Q1 2026: 20,451,417 shares bought and 24,264,746 shares sold, net −3,813,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 333 holders

BlackRock, Inc. 0.01% Add +1.5% 8,813,336 $332.6M
Vanguard Portfolio Management LLC 0.01% — 6,003,787 $226.6M
Cohen & Steers, Inc. 0.29% Add +107.9% 4,494,564 $169.6M
State Street Corp. 0.00% Reduce -0.6% 3,576,839 $135.0M
Canada Pension Plan Investment Board 0.08% Add +188.1% 3,400,100 $128.3M
Vanguard Capital Management LLC 0.00% — 3,114,080 $117.5M
Deutsche Bank AG 0.04% Add +265.0% 2,835,089 $107.0M
First Trust Capital Management L.P. 3.60% New 1,814,200 $68.5M
Geode Capital Management, LLC 0.00% Add +3.4% 1,490,229 $56.3M
Two Sigma Investments, LP 0.05% Add +2442.5% 1,422,166 $53.7M
Jennison Associates LLC 0.03% Add +30.6% 1,274,412 $48.1M
Magnetar Financial LLC 0.50% New 1,228,472 $46.4M
Russell Investments Group, Ltd. 0.05% Add +203.7% 1,201,563 $45.3M
UBS Group AG 0.01% Add +34.4% 1,182,504 $44.6M
Charles Schwab Investment Management Inc. 0.01% Add +5.6% 1,156,127 $43.6M
Dimensional Fund Advisors LP 0.01% Add +0.5% 1,059,479 $40.0M
Citadel Advisors 0.03% Reduce -28.7% 1,031,522 $38.9M
Morgan Stanley 0.00% Reduce -5.1% 1,002,704 $37.8M
Alliancebernstein L.P. 0.01% Add +157.5% 1,320,159 $37.2M
Wellington Management Group LLP 0.01% Add +63.8% 956,756 $36.1M
Cincinnati Insurance Co. 0.51% No change 893,654 $33.7M
Goldman Sachs Group Inc. 0.00% Add +124.2% 856,436 $32.3M
Balyasny Asset Management L.P. 0.06% Reduce -70.3% 777,982 $29.4M
Bank of New York Mellon Corp 0.01% Add +4.6% 750,154 $28.3M
Northern Trust Corp. 0.00% Add +3.4% 744,159 $28.1M
Millennium Management 0.02% Add +82.4% 717,520 $27.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +52.5% 701,210 $26.5M
JPMorgan Chase & Co. 0.00% Add +138.2% 683,657 $25.3M
Bank of America Corp. 0.00% Reduce -32.2% 622,538 $23.5M
Citigroup Inc. 0.01% Reduce -61.9% 610,210 $23.0M
Water Island Capital LLC 3.06% New 576,224 $21.7M
Invesco Ltd. 0.00% Reduce -39.0% 507,662 $19.2M
Jane Street Group, LLC 0.02% Add +118.0% 485,293 $18.3M
Alpine Associates Management Inc. 1.06% New 475,900 $18.0M
LPL Financial LLC 0.00% Add +0.2% 471,091 $17.8M
AQR Arbitrage LLC 0.33% New 454,254 $16.8M
Vanguard Fiduciary Trust Co. 0.00% — 437,441 $16.5M
Glazer Capital, LLC 0.36% New 434,540 $16.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +6.5% 430,316 $16.2M
Quantinno Capital Management LP 0.03% Add +22.5% 426,753 $16.1M
Leeward Investments, LLC - MA 0.73% Reduce -2.5% 393,446 $14.8M
Legal & General Group Plc 0.00% Reduce -6.6% 383,750 $14.5M
Tudor Investment Corporation 0.07% New 366,708 $13.8M
Gotham Asset Management 0.04% Reduce -8.1% 337,283 $12.7M
Soros Fund Management 0.22% New 317,432 $12.0M
Fuller & Thaler Asset Management, Inc. 0.04% Add +41.1% 317,273 $12.0M
TimesSquare Capital Management, LLC 0.17% Reduce -61.6% 265,142 $10.0M
Alberta Investment Management Corp 0.06% Reduce -6.7% 239,915 $9.1M
Heartland Advisors Inc. 0.39% Reduce -58.5% 200,000 $7.5M
Adage Capital Partners Gp, L.L.C. 0.01% New 200,000 $7.5M
Barclays PLC 0.00% Add +62.9% 195,483 $7.4M
Rhumbline Advisers 0.01% Reduce -3.6% 187,816 $7.1M
Hudson Bay Capital Management LP 0.05% Reduce -84.2% 182,123 $6.9M
Schonfeld Strategic Advisors LLC 0.05% Reduce -74.5% 175,325 $6.6M
Bessemer Group Inc. 0.01% Add +53.1% 173,985 $6.6M
APG Asset Management US Inc. 0.05% New 169,064 $6.5M
CANADA LIFE ASSURANCE Co 0.01% Add +0.0% 166,476 $6.3M
Raymond James Financial Inc. 0.00% Reduce -22.0% 159,658 $6.0M
Sound Income Strategies, LLC 0.29% Reduce -13.6% 155,041 $6.0M
Principal Financial Group Inc. 0.00% Add +3.8% 157,991 $6.0M
Lighthouse Investment Partners, LLC 0.21% Reduce -67.6% 150,000 $5.7M
HSBC Holdings PLC 0.00% Reduce -27.8% 146,551 $5.5M
Swiss National Bank 0.00% No change 143,879 $5.4M
Neuberger Berman Group LLC 0.00% Add +31.3% 140,680 $5.3M
Ameriprise Financial Inc. 0.00% Add +24.8% 129,180 $4.9M
TIG Advisors, LLC 0.21% New 114,749 $4.3M
Nuveen, LLC 0.00% Reduce -83.3% 113,682 $4.3M
XTX Topco Ltd 0.07% Add +75.7% 110,522 $4.2M
Abc Arbitrage SA 0.54% New 108,503 $4.1M
Nomura Asset Management Co. Ltd. 0.01% Add +2.7% 108,410 $4.1M
Polar Asset Management Partners Inc. 0.13% New 104,391 $3.9M
Arrowstreet Capital, Limited Partnership 0.00% Add +484.3% 103,236 $3.9M
Public Employees Retirement System of Ohio 0.01% Reduce -13.7% 102,504 $3.9M
AQR Capital Management 0.00% Add +37.1% 104,177 $3.9M
Swedbank AB 0.00% Reduce -47.4% 100,000 $3.8M
GMO 0.01% New 99,671 $3.8M
Centaurus Financial, Inc. 0.18% Reduce -7.6% 98,378 $3.7M
Asset Management One Co., Ltd. 0.01% Reduce -0.1% 97,787 $3.7M
Creative Planning 0.00% Add +65.4% 91,427 $3.5M
New York State Teachers Retirement System 0.01% Reduce -2.4% 89,168 $3.4M
California State Teachers Retirement System 0.00% Add +23.9% 86,866 $3.3M
Retirement Systems of Alabama 0.01% Add +2.1% 86,774 $3.3M
Cincinnati Financial Corp. 0.06% No change 82,030 $3.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +1.1% 77,339 $2.9M
Centiva Capital, LP 0.13% New 75,719 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +5.1% 73,009 $2.8M
Advisory Alpha, LLC 0.07% No change 72,569 $2.7M
Baird Financial Group, Inc. 0.00% Reduce -10.6% 72,468 $2.7M
Allianz Asset Management GmbH 0.00% Add +84.6% 68,811 $2.6M
Fortress Investment Group LLC 0.66% New 68,763 $2.6M
Vanguard Investments Australia, Ltd. 0.01% — 65,895 $2.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 65,646 $2.5M
State of New Jersey Common Pension Fund D 0.01% Reduce -12.5% 64,942 $2.5M
Kintayl Capital LP 1.46% New 62,767 $2.4M
Verition Fund Management LLC 0.02% Reduce -40.4% 59,372 $2.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.7% 58,314 $2.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +13.4% 53,605 $2.0M
Prudential Financial Inc. 0.00% Reduce -98.0% 52,968 $2.0M
Wells Fargo & Company 0.00% Reduce -28.0% 51,597 $1.9M
Penserra Capital Management LLC 0.02% Add +2.9% 51,035 $1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +21.9% 49,748 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.8% 47,923 $1.8M
State of Alaska, Department of Revenue 0.02% Add +1.8% 47,138 $1.8M
Engineers Gate Manager LP 0.02% Add +106.8% 44,040 $1.7M
Stifel Financial Corp. 0.00% Add +0.8% 43,205 $1.6M
Pacer Advisors, Inc. 0.00% Reduce -2.1% 42,082 $1.6M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -62.0% 42,021 $1.6M
Amundi 0.00% Add +7.2% 39,868 $1.5M
Gabelli Funds LLC 0.01% Reduce -43.5% 39,536 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 38,439 $1.5M
Macquarie Group Ltd. 0.01% Add +0.5% 37,658 $1.4M
MetLife Investment Management, LLC 0.01% Add +0.7% 36,814 $1.4M
Landscape Capital Management, L.L.C. 0.09% New 36,748 $1.4M
Royal Bank of Canada 0.00% Reduce -25.4% 36,503 $1.4M
Summit Trail Advisors, LLC 0.02% Reduce -33.4% 35,905 $1.4M
Wesbanco Bank Inc. 0.04% No change 35,000 $1.3M
State of Wisconsin Investment Board 0.00% Reduce -5.5% 34,359 $1.3M
Sei Investments Co. 0.00% Reduce -70.4% 34,233 $1.3M
New York State Common Retirement Fund 0.00% Add +22.2% 34,139 $1.3M
Alpine Global Management, LLC 0.23% New 33,964 $1.3M
Daiwa Securities Group Inc. 0.00% Reduce -87.8% 33,557 $1.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% New 33,300 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% No change 32,161 $1.2M
Amalgamated Bank 0.01% Add +0.9% 31,824 $1.2M
Guggenheim Capital LLC 0.01% Reduce -15.1% 31,717 $1.2M
Resona Asset Management Co.,Ltd. 0.01% Add +6.3% 31,381 $1.2M
Janus Henderson Group PLC 0.00% No change 30,136 $1.1M
Treasurer of the State of North Carolina 0.00% Add +2.2% 30,141 $1.1M
Lecap Asset Management Ltd. 0.42% New 29,666 $1.1M
Ontario Teachers Pension Plan Board 0.03% Reduce -88.5% 29,504 $1.1M
Vanguard Global Advisers, LLC 0.00% — 29,162 $1.1M
State of Tennessee, Department of Treasury 0.00% Add +6.7% 29,133 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 28,195 $1.1M
FMR LLC 0.00% Reduce -97.7% 27,533 $1.0M
Mutual of America Capital Management LLC 0.01% Reduce -7.9% 27,125 $1.0M
DekaBank Deutsche Girozentrale 0.00% No change 25,133 $946K
Aberdeen Group plc 0.00% Reduce -2.6% 24,786 $935K
Hancock Whitney Corp. 0.02% Add +21.3% 21,374 $902K
Handelsbanken Fonder AB 0.00% No change 22,816 $861K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.5% 21,659 $817K
XML Financial, LLC 0.07% Reduce -3.4% 21,650 $817K
Keybank National Association 0.00% Add +4.2% 21,580 $814K
Cerity Partners LLC 0.00% Add +12.3% 21,469 $810K
Sequoia Financial Advisors, LLC 0.00% Add +63.2% 20,955 $791K
Yousif Capital Management, LLC 0.01% Reduce -5.4% 20,759 $783K
Van Eck Associates Corp. 0.00% Add +5.3% 20,589 $777K
Corient Private Wealth LP 0.00% Add +122.5% 20,849 $775K
Louisiana State Employees Retirement System 0.01% Add +4.6% 20,500 $774K
Arizona State Retirement System 0.00% Reduce -1.4% 20,082 $758K
Cetera Investment Advisers 0.00% Reduce -81.0% 19,763 $746K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.11% New 18,982 $716K
Metis Global Partners, LLC 0.02% Add +10.8% 18,546 $700K
M&T Bank Corp 0.00% Add +24.7% 18,285 $690K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -8.1% 17,277 $676K
Pathstone Holdings, LLC 0.00% Reduce -9.2% 17,511 $661K
Beacon Investment Advisors LLC 0.25% No change 17,500 $660K
Envestnet Asset Management Inc. 0.00% Reduce -41.4% 17,480 $660K
Vanguard Personalized Indexing Management, LLC 0.01% Add +8.7% 17,383 $656K
New Mexico Educational Retirement Board 0.02% No change 17,300 $653K
State of Michigan Retirement System 0.00% Add +1.8% 17,001 $642K
PEAK6 LLC 0.02% New 16,747 $632K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 16,278 $614K
KLP Kapitalforvaltning As 0.00% Add +4.5% 16,200 $611K
Thrivent Financial for Lutherans 0.00% Add +0.1% 15,948 $602K
Bridgefront Capital, LLC 0.15% New 15,868 $599K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 15,857 $598K
Clear Creek Financial Management, LLC 0.05% Reduce -10.9% 15,756 $595K
Sagewood Asset Management LP 0.18% New 15,562 $587K
Rockefeller Capital Management L.P. 0.00% Add +13.0% 15,467 $584K
Mercer Global Advisors Inc. 0.00% Reduce -17.6% 15,445 $583K
Polymer Capital Management (US) LLC 0.08% New 15,077 $569K
Brooklyn Investment Group 0.02% New 14,584 $550K
Peak Financial Advisors LLC 0.24% Add +1.6% 14,545 $549K
Oregon Public Employees Retirement Fund 0.01% Add +2.8% 14,503 $547K
UniSuper Management Pty Ltd 0.00% No change 14,400 $543K
Vestcor Inc 0.01% New 14,394 $543K
Moseley Investment Management Inc. 0.17% Reduce -17.0% 14,076 $531K
SG Americas Securities, LLC 0.00% Reduce -36.5% 13,773 $520K
James Investment Research, Inc. 0.06% No change 13,345 $504K
Bank of Montreal 0.00% New 13,303 $502K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.0% 12,974 $490K
Private Capital Management, LLC 0.05% Add +12800.0% 12,900 $487K
First Trust Advisors LP 0.00% Add +4.3% 12,885 $486K
Odyssean, LLC 0.17% New 12,637 $477K
Frec Markets, Inc. 0.08% New 12,425 $469K
Kestra Investment Management, LLC 0.01% Reduce -16.9% 12,209 $461K
ProShare Advisors LLC 0.00% New 11,914 $450K
Pictet Asset Management Holding SA 0.00% Add +4.8% 11,908 $449K
Victory Capital Management Inc. 0.00% Reduce -79.3% 11,692 $441K
Navellier & Associates Inc. 0.05% Reduce -1.0% 11,583 $437K
O'shaughnessy Asset Management, LLC 0.00% New 11,571 $437K
IFM Investors Pty Ltd 0.00% No change 11,474 $433K
Childress Capital Advisors, LLC 0.08% Add +15.7% 11,456 $432K
Prelude Capital Management, LLC 0.03% New 11,358 $429K
Nissay Asset Management Corp. /Japan 0.00% Add +6.8% 10,858 $410K
Abel Hall, LLC 0.09% New 10,815 $408K
BNP Paribas Financial Markets 0.00% Reduce -70.5% 10,665 $402K
Vancity Investment Management Ltd 0.06% Reduce -61.1% 10,329 $390K
Franklin Resources Inc. 0.00% Reduce -4.1% 9,940 $375K
Choreo, LLC 0.00% Add +35.2% 9,573 $361K
United Capital Financial Advisors, LLC 0.00% New 9,204 $347K
Fisher Asset Management 0.00% Add +0.0% 8,920 $337K
Public Employees Retirement Association of Colorado 0.00% No change 8,883 $335K
Xponance LLC 0.00% New 8,600 $325K
AlphaCore Capital LLC 0.01% Reduce -30.9% 8,569 $323K
Federation des caisses Desjardins du Quebec 0.00% Add +49.0% 8,461 $319K
Evergreen Capital Management LLC 0.01% Reduce -42.5% 8,314 $314K
Calamos Wealth Management LLC 0.01% New 7,700 $291K
Calamos Advisors LLC 0.00% New 7,700 $291K
Arkadios Wealth Advisors 0.00% Reduce -0.1% 7,438 $281K
Nisa Investment Advisors, LLC 0.00% Reduce -20.9% 7,390 $279K
Crawford Investment Counsel Inc. 0.00% No change 7,270 $274K
Fiduciary Group, LLC 0.02% No change 7,170 $271K
Alps Advisors Inc. 0.00% Reduce -2.4% 7,161 $270K
Tidal Investments LLC 0.00% Reduce -31.3% 7,136 $269K
DNB Asset Management AS 0.00% New 6,648 $251K
Alpine Woods Capital Investors, LLC 0.06% New 6,594 $249K
MAI Capital Management 0.00% Add +11.5% 6,382 $241K
GAMCO Investors 0.00% Reduce -40.3% 6,351 $240K
HB Wealth Management, LLC 0.00% New 6,336 $239K
Advisors Asset Management, Inc. 0.00% Add +30.7% 6,215 $235K
Cambridge Investment Research Advisors, Inc. 0.00% New 6,203 $234K
Crossmark Global Holdings, Inc. 0.00% New 5,747 $217K
Man Group plc 0.00% Reduce -91.5% 5,644 $213K
Federated Hermes, Inc. 0.00% Reduce -1.1% 5,626 $212K
Pasadena Private Wealth, LLC 0.03% Reduce -25.6% 5,598 $211K
Hantz Financial Services, Inc. 0.00% Add +23.3% 5,564 $210K
Commonwealth Equity Services, LLC 0.00% New 5,552 $210K
Pacific Point Advisors, LLC 0.11% New 5,408 $204K
Farringdon Capital, Ltd. 0.04% New 5,390 $203K
Pensionfund PDN 0.12% No change 5,300 $200K
Simplex Trading, LLC 0.01% New 5,216 $197K
Securian Asset Management, Inc. 0.01% No change 5,143 $194K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +5.0% 4,912 $185K
PNC Financial Services Group, Inc. 0.00% Add +31.0% 4,759 $180K
Caitong International Asset Management Co., Ltd 0.03% Add +34.4% 4,682 $177K
IFP Advisors, Inc 0.00% Add +0.7% 4,562 $172K
Hudson Edge Investment Partners Inc. 0.02% Reduce -78.8% 4,221 $159K
Quadrant Capital Group LLC 0.00% Add +89.5% 4,217 $159K
Quantbot Technologies LP 0.01% Add +2873.0% 4,073 $154K
Parallel Advisors, LLC 0.00% Add +24.9% 3,892 $147K
Cwm, LLC 0.00% Add +7.8% 3,879 $146K
Tower Research Capital LLC (TRC) 0.00% Reduce -15.2% 3,538 $134K
Jones Financial Companies LLLP 0.00% Add +110.6% 3,346 $124K
FIL Ltd 0.00% Reduce -17.6% 3,235 $122K
Rothschild Investment LLC 0.01% Add +52.9% 3,059 $115K
Hilltop National Bank 0.03% No change 3,000 $113K
GAMMA Investing LLC 0.01% Add +193.0% 2,945 $111K
Pensionfund Sabic 0.12% No change 2,600 $98K
US Bancorp \de 0.00% Add +50.7% 2,570 $97K
Signaturefd, LLC 0.00% Add +44.0% 2,467 $93K
Sterling Capital Management LLC 0.00% Reduce -43.3% 2,362 $89K
KBC Group NV 0.00% No change 2,193 $83K
Ancora Advisors LLC 0.00% No change 2,146 $81K
Blue Trust, Inc. 0.00% Add +6536.7% 1,991 $75K
STRS Ohio 0.00% Reduce -97.3% 1,684 $64K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -29.4% 1,505 $57K
Allworth Financial LP 0.00% Add +103.0% 1,163 $44K
Huntington National Bank 0.00% No change 1,132 $43K
GF Fund Management Co. LTD. 0.00% Reduce -8.6% 1,104 $42K
UMB Bank, n.a. 0.00% Reduce -1.9% 1,104 $42K
HM Payson & Co. 0.00% No change 977 $37K
Quent Capital, LLC 0.00% Add +0.9% 856 $32K
Steward Partners Investment Advisory, LLC 0.00% Add +1.5% 824 $31K
Osaic Holdings, Inc. 0.00% Add +8.4% 725 $27K
Exchange Traded Concepts, LLC 0.00% Reduce -99.7% 615 $23K
Farther Finance Advisors, LLC 0.00% Add +76.0% 579 $22K
Arax Advisory Partners 0.00% Reduce -13.7% 582 $22K
1620 Investment Advisors, Inc. 0.01% Reduce -5.3% 537 $20K
Rossby Financial, LCC 0.00% Add +31.6% 467 $18K
Versant Capital Management, Inc 0.00% Add +64.1% 461 $17K
Northwestern Mutual Wealth Management Co. 0.00% Add +638.7% 458 $17K
Los Angeles Capital Management LLC 0.00% New 434 $16K
Advisory Services Network, LLC 0.00% New 416 $16K
Fulcrum Asset Management LLP 0.00% No change 380 $14K
Marshall Investment Management, LLC 0.01% New 349 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Add +70.4% 346 $13K
Elevation Wealth Partners, LLC 0.00% Reduce -51.5% 312 $12K
Caldwell Trust Co 0.00% No change 300 $11K
Innovative Asset Advisors Group, LLC 0.01% — 294 $11K
Key Capital Management, INC 0.01% Reduce -60.6% 282 $11K
Geneos Wealth Management Inc. 0.00% No change 270 $10K
Clearstead Trust, LLC 0.00% New 252 $10K
Highline Wealth Partners LLC 0.00% New 250 $9K
Bellevue Asset Management, LLC 0.00% No change 240 $9K
Fortitude Family Office, LLC 0.00% Add +102.6% 235 $9K
LRI Investments, LLC 0.00% New 234 $9K
Fourth Dimension Wealth, LLC 0.00% No change 200 $8K
Westside Investment Management, Inc. 0.00% No change 181 $7K
Covestor Ltd 0.00% Reduce -31.2% 185 $7K
Fifth Third Bancorp 0.00% Reduce -81.4% 180 $7K
EverSource Wealth Advisors, LLC 0.00% Add +458.6% 162 $6K
Private Trust Co. NA 0.00% No change 155 $6K
Cedar Mountain Advisors, LLC 0.00% New 151 $6K
IFS Advisors, LLC 0.00% No change 142 $5K
NewEdge Advisors, LLC 0.00% Reduce -54.8% 122 $5K
Parkside Financial Bank & Trust 0.00% Add +900.0% 120 $5K
Godsey & Gibb, Inc. 0.00% No change 115 $4K
International Assets Investment Management, LLC 0.00% No change 100 $4K
JPL Wealth Management, LLC 0.00% New 100 $4K
Root Financial Partners, LLC 0.00% New 99 $4K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +350.0% 90 $3K
First Horizon Corp. 0.00% No change 77 $3K
Smartleaf Asset Management LLC 0.00% Add +18.2% 78 $3K
Farmers & Merchants Investments Inc. 0.00% No change 57 $2K
Capital Analysts, LLC 0.00% New 64 $2K
NBT Bank, N.A. 0.00% New 48 $2K
Essential Partners LLC 0.00% Reduce -8.2% 45 $2K
Quarry LP 0.00% Reduce -92.1% 43 $2K
Rialto Wealth Management, LLC 0.00% No change 42 $2K
Bogart Wealth, LLC 0.00% New 42 $2K
Inspire Investing, LLC 0.00% No change 36 $1K
Physician Wealth Advisors, Inc. 0.00% Reduce -35.3% 33 $1K
Kilter Group LLC 0.00% New 32 $1K
Prestige Wealth Management Group LLC 0.00% No change 31 $1K
Cornerstone Planning Group LLC 0.00% Add +3.7% 28 $1K
Twin Peaks Wealth Advisors, LLC 0.00% New 30 $1K
WPG Advisers, LLC 0.00% Reduce -42.9% 28 $1K
Clearstead Advisors, LLC 0.00% Reduce -91.4% 25 $944
CVA Family Office, LLC 0.00% No change 20 $755
SouthState Bank Corp 0.00% No change 20 $755
Provenance Wealth Advisors, LLC 0.00% No change 18 $679
Key Financial Inc 0.00% No change 16 $604
Cornerstone Financial Management LLC 0.00% New 15 $566
Keating Financial Advisory Services, Inc. 0.00% New 15 $566
Cromwell Holdings LLC 0.00% New 7 $264
Bartlett & Co. Wealth Management LLC 0.00% New 4 $166
Dunhill Financial, LLC 0.00% Reduce -25.0% 3 $147
Whittier Trust Co. of Nevada Inc. 0.00% No change 3 $118
Assetmark, Inc. 0.00% No change 2 $75
Larson Financial Group LLC 0.00% No change 2 $75
Hughes Financial Services, LLC 0.00% No change 2 $75
Basecamp Wealth Advisors LLC 0.00% No change 2 $75

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