National Storage AffiliatesNSA

13F holders, Q2 2026 (June 30)
335holders +2
47new positions
44sold out
10famous investors
$44.36avg. 13F price*

At the end of Q2 2026, 335 institutions reported holding National Storage Affiliates (NSA) in their 13F filings, up 2 from Q1 2026. 47 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($403.1M), Vanguard Portfolio Management LLC ($273.6M) and Cohen & Steers, Inc. ($212.9M). 10 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions47$38.8M
Exits44$117.3M

All 13F filers, Q1 2026 → Q2 2026: 7,160,096 shares bought and 7,575,640 shares sold, net −415,544 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 335 holders

BlackRock, Inc. 0.01% Add +2.9% 9,065,116 $403.1M
Vanguard Portfolio Management LLC 0.01% Add +2.5% 6,153,018 $273.6M
Cohen & Steers, Inc. 0.34% Add +6.5% 4,788,045 $212.9M
Deutsche Bank AG 0.05% Add +30.1% 3,687,549 $164.0M
State Street Corp. 0.00% Reduce -0.8% 3,548,610 $157.8M
Vanguard Capital Management LLC 0.00% Add +5.2% 3,276,941 $145.7M
Canada Pension Plan Investment Board 0.07% Reduce -13.4% 2,943,850 $130.9M
First Trust Capital Management L.P. 5.36% Add +14.0% 2,068,813 $92.0M
Geode Capital Management, LLC 0.00% Add +0.7% 1,500,096 $66.7M
Russell Investments Group, Ltd. 0.05% Add +16.1% 1,394,899 $62.0M
Goldman Sachs Group Inc. 0.01% Add +56.0% 1,335,702 $59.4M
Magnetar Financial LLC 0.56% Add +0.7% 1,236,534 $55.0M
Charles Schwab Investment Management Inc. 0.01% Add +3.5% 1,196,295 $53.2M
UBS Group AG 0.01% Reduce -2.0% 1,158,260 $51.5M
Morgan Stanley 0.00% Add +9.6% 1,098,778 $48.9M
Alliancebernstein L.P. 0.02% Reduce -4.4% 1,261,768 $47.6M
Dimensional Fund Advisors LP 0.01% Reduce -0.2% 1,057,084 $47.0M
Millennium Management 0.03% Add +45.1% 1,041,035 $46.3M
Quantinno Capital Management LP 0.05% Add +117.0% 926,269 $41.2M
AQR Arbitrage LLC 0.71% Add +103.4% 923,781 $41.0M
Citadel Advisors 0.02% Reduce -14.9% 877,701 $39.0M
Wellington Management Group LLP 0.01% Reduce -15.1% 811,892 $36.1M
Citigroup Inc. 0.02% Add +28.5% 784,060 $34.9M
Northern Trust Corp. 0.00% Add +5.2% 783,152 $34.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +8.9% 763,567 $34.0M
JPMorgan Chase & Co. 0.00% Add +6.3% 726,989 $33.1M
Bank of New York Mellon Corp 0.01% Reduce -2.7% 730,134 $32.5M
Water Island Capital LLC 3.59% Add +26.4% 728,454 $32.4M
Jennison Associates LLC 0.02% Reduce -55.4% 568,448 $25.3M
Norges Bank 0.00% — 568,000 $25.3M
Cincinnati Insurance Co. 0.35% Reduce -39.2% 543,352 $24.2M
Fuller & Thaler Asset Management, Inc. 0.07% Add +69.8% 538,791 $24.0M
Arrowstreet Capital, Limited Partnership 0.01% Add +361.7% 476,655 $21.2M
Alpine Associates Management Inc. 1.32% Reduce -0.5% 473,739 $21.1M
LPL Financial LLC 0.00% Reduce -0.6% 468,286 $20.8M
Vanguard Fiduciary Trust Co. 0.00% Add +3.5% 452,808 $20.1M
Gotham Asset Management 0.05% Add +31.5% 443,426 $19.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.6% 437,175 $19.4M
Invesco Ltd. 0.00% Reduce -14.1% 435,981 $19.4M
Two Sigma Investments, LP 0.01% Reduce -69.9% 427,945 $19.0M
Leeward Investments, LLC - MA 0.78% Reduce -2.1% 384,974 $17.1M
Tudor Investment Corporation 0.07% Add +0.0% 366,729 $16.3M
Jane Street Group, LLC 0.01% Reduce -25.9% 359,523 $16.0M
Legal & General Group Plc 0.00% Reduce -7.6% 354,438 $15.8M
Polar Asset Management Partners Inc. 0.34% Add +204.0% 317,333 $14.1M
Bank of America Corp. 0.00% Reduce -56.4% 271,501 $12.1M
Royal Bank of Canada 0.00% Add +535.2% 231,860 $10.3M
Natixis 0.04% New 205,340 $9.1M
Lighthouse Investment Partners, LLC 0.28% Add +33.3% 200,000 $8.9M
Rhumbline Advisers 0.01% Add +0.6% 188,892 $8.4M
APG Asset Management US Inc. 0.05% Add +1.8% 172,054 $7.8M
Raymond James Financial Inc. 0.00% Add +8.9% 173,907 $7.7M
CANADA LIFE ASSURANCE Co 0.01% Add +0.5% 167,294 $7.4M
Principal Financial Group Inc. 0.00% Add +2.1% 161,287 $7.2M
FMR LLC 0.00% Add +478.2% 159,207 $7.1M
Abc Arbitrage SA 0.75% Add +44.1% 156,367 $7.0M
Swiss National Bank 0.00% Reduce -0.6% 143,079 $6.4M
HSBC Holdings PLC 0.00% Reduce -3.9% 140,779 $6.3M
Sound Income Strategies, LLC 0.28% Reduce -10.3% 139,114 $6.2M
Ameriprise Financial Inc. 0.00% Add +6.1% 137,064 $6.1M
Nuveen, LLC 0.00% Add +14.6% 130,310 $5.8M
Neuberger Berman Group LLC 0.00% Reduce -14.3% 120,536 $5.4M
TIG Advisors, LLC 0.24% Add +0.9% 115,793 $5.1M
Creative Planning 0.00% Add +25.7% 114,923 $5.1M
Nomura Asset Management Co. Ltd. 0.01% Add +4.5% 113,320 $5.0M
Public Employees Retirement System of Ohio 0.01% Add +0.2% 102,663 $4.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 101,000 $4.5M
XTX Topco Ltd 0.06% Reduce -8.8% 100,788 $4.5M
Asset Management One Co., Ltd. 0.01% Add +0.1% 97,856 $4.4M
Allium Financial Advisors, LLC 2.83% New 97,334 $4.3M
New York State Teachers Retirement System 0.01% Add +0.8% 89,833 $4.0M
Baird Financial Group, Inc. 0.01% Add +18.0% 85,523 $3.8M
California State Teachers Retirement System 0.00% Reduce -2.7% 84,488 $3.8M
Corient Private Wealth LP 0.01% Add +294.6% 82,264 $3.7M
Cincinnati Financial Corp. 0.07% No change 82,030 $3.6M
GMO 0.01% Reduce -21.5% 78,277 $3.5M
T. Rowe Price Associates Inc. 0.00% Add +6.2% 77,496 $3.4M
Centiva Capital, LP 0.11% Reduce 0.0% 75,717 $3.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -2.2% 75,646 $3.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +13.9% 74,775 $3.3M
Retirement Systems of Alabama 0.01% Reduce -15.3% 73,450 $3.3M
AQR Capital Management 0.00% Reduce -29.6% 73,309 $3.3M
Advisory Alpha, LLC 0.08% No change 72,569 $3.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +40.7% 70,004 $3.1M
Allianz Asset Management GmbH 0.00% Add +0.8% 69,368 $3.1M
Vanguard Investments Australia, Ltd. 0.01% Add +0.3% 66,100 $2.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +19.0% 63,813 $2.8M
Bridgewater Associates 0.01% New 62,778 $2.8M
Verition Fund Management LLC 0.02% Add +4.0% 61,725 $2.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.9% 61,164 $2.7M
LMR Partners LLP 0.02% New 60,665 $2.7M
Fortress Investment Group LLC 0.47% Reduce -17.8% 56,547 $2.5M
Barclays PLC 0.00% Reduce -71.5% 55,751 $2.5M
Wells Fargo & Company 0.00% Reduce -6.8% 48,079 $2.1M
Oak Thistle LLC 0.21% New 48,079 $2.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.7% 47,608 $2.1M
Stifel Financial Corp. 0.00% Add +10.0% 47,526 $2.1M
State of Alaska, Department of Revenue 0.02% Reduce -0.2% 47,040 $2.1M
Van Eck Associates Corp. 0.00% Add +124.7% 46,263 $2.1M
Cerity Partners LLC 0.00% Add +112.9% 45,705 $2.0M
Engineers Gate Manager LP 0.03% No change 44,040 $2.0M
Amundi 0.00% Add +10.2% 43,928 $2.0M
Pacer Advisors, Inc. 0.00% Reduce -1.3% 41,525 $1.8M
Summit Trail Advisors, LLC 0.02% Add +13.0% 40,572 $1.8M
Landscape Capital Management, L.L.C. 0.12% Add +10.1% 40,454 $1.8M
Adage Capital Partners Gp, L.L.C. 0.00% Reduce -80.0% 40,000 $1.8M
Macquarie Group Ltd. 0.01% Add +3.4% 38,934 $1.7M
Alpine Global Management, LLC 0.28% Add +14.0% 38,707 $1.7M
State Board of Administration of Florida Retirement System 0.00% Reduce -4.4% 36,739 $1.6M
MetLife Investment Management, LLC 0.01% Reduce -1.7% 36,195 $1.6M
Sei Investments Co. 0.00% Add +1.3% 34,663 $1.5M
Police & Firemen's Retirement System of New Jersey 0.01% Add +4.9% 33,724 $1.5M
Daiwa Securities Group Inc. 0.00% Reduce -2.7% 32,645 $1.5M
American Century Companies Inc. 0.00% New 32,182 $1.4M
New York State Common Retirement Fund 0.00% Reduce -7.6% 31,539 $1.4M
Resona Asset Management Co.,Ltd. 0.01% Reduce -1.6% 30,876 $1.4M
Amalgamated Bank 0.01% Reduce -1.2% 31,442 $1.4M
Thrivent Financial for Lutherans 0.00% Add +95.1% 31,118 $1.4M
Gabelli Funds LLC 0.01% Reduce -21.5% 31,036 $1.4M
Treasurer of the State of North Carolina 0.00% Add +0.6% 30,331 $1.3M
Jupiter Topco LLC 0.00% — 30,136 $1.3M
Aberdeen Group plc 0.00% Add +16.7% 28,932 $1.3M
Vanguard Global Advisers, LLC 0.00% Reduce -5.6% 27,520 $1.2M
State of New Jersey Common Pension Fund D 0.00% Reduce -57.8% 27,400 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +28.2% 26,870 $1.2M
Mutual of America Capital Management LLC 0.01% Reduce -2.8% 26,363 $1.2M
Guggenheim Capital LLC 0.01% Reduce -19.0% 25,698 $1.1M
Toronto Dominion Bank 0.00% New 24,258 $1.1M
Handelsbanken Fonder AB 0.00% Add +6.1% 24,216 $1.1M
Marshall Wace, LLP 0.00% New 24,000 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +37.6% 23,772 $1.1M
Mercer Global Advisors Inc. 0.00% Add +54.7% 23,887 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -17.7% 23,195 $1.0M
Keybank National Association 0.00% Add +6.1% 22,905 $1.0M
DekaBank Deutsche Girozentrale 0.00% No change 25,133 $926K
Louisiana State Employees Retirement System 0.01% Add +1.5% 20,800 $925K
Hancock Whitney Corp. 0.02% Reduce -3.2% 20,689 $920K
Kintayl Capital LP 0.44% Reduce -67.1% 20,637 $918K
Vanguard Personalized Indexing Management, LLC 0.01% Add +16.9% 20,312 $903K
XML Financial, LLC 0.06% Reduce -7.4% 20,050 $892K
Frec Markets, Inc. 0.08% Add +58.9% 19,742 $878K
Arizona State Retirement System 0.00% Reduce -2.0% 19,682 $875K
Yousif Capital Management, LLC 0.01% Reduce -5.7% 19,585 $871K
M&T Bank Corp 0.00% Add +4.4% 19,097 $849K
SG Americas Securities, LLC 0.00% Add +36.9% 18,856 $839K
Metis Global Partners, LLC 0.02% Reduce -0.1% 18,522 $824K
State of Tennessee, Department of Treasury 0.00% Reduce -38.2% 18,012 $801K
Centaurus Financial, Inc. 0.03% Reduce -81.8% 17,956 $799K
Focus Partners Wealth 0.00% New 17,862 $794K
Beacon Investment Advisors LLC 0.24% No change 17,500 $778K
New Mexico Educational Retirement Board 0.02% No change 17,300 $769K
BNP Paribas Financial Markets 0.00% Add +61.6% 17,238 $767K
Cetera Investment Advisers 0.00% Reduce -14.3% 16,941 $753K
Rockefeller Capital Management L.P. 0.00% Add +8.0% 16,705 $743K
State of Michigan Retirement System 0.00% Reduce -2.4% 16,601 $738K
Navellier & Associates Inc. 0.06% Add +42.0% 16,448 $731K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 16,278 $724K
Sagewood Asset Management LP 0.16% Add +3.7% 16,142 $718K
D. E. Shaw & Co. 0.00% New 16,102 $716K
Caprock Group, LLC 0.01% New 16,001 $712K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.7% 15,974 $710K
Massar Capital Management, LP 0.24% New 15,889 $707K
Renaissance Technologies 0.00% New 15,800 $703K
Bank of Montreal 0.00% Add +17.3% 15,604 $694K
Envestnet Asset Management Inc. 0.00% Reduce -13.7% 15,092 $671K
Oregon Public Employees Retirement Fund 0.01% Add +1.4% 14,703 $654K
Pathstone Holdings, LLC 0.00% Reduce -16.5% 14,628 $651K
Vestcor Inc 0.02% No change 14,394 $640K
First Trust Advisors LP 0.00% Add +6.9% 13,777 $613K
O'shaughnessy Asset Management, LLC 0.00% Add +16.1% 13,430 $597K
James Investment Research, Inc. 0.06% No change 13,345 $593K
Ameritas Investment Partners, Inc. 0.02% No change 12,974 $577K
Odyssean, LLC 0.09% No change 12,637 $562K
Boothbay Fund Management, LLC 0.01% New 12,547 $558K
Clear Creek Financial Management, LLC 0.04% Reduce -20.4% 12,534 $557K
Choreo, LLC 0.01% Add +28.4% 12,291 $547K
Childress Capital Advisors, LLC 0.09% Add +6.2% 12,168 $541K
Pictet Asset Management Holding SA 0.00% No change 11,908 $530K
ProShare Advisors LLC 0.00% Reduce -0.3% 11,876 $528K
Peak Financial Advisors LLC 0.22% Reduce -18.5% 11,850 $527K
Victory Capital Management Inc. 0.00% Add +0.4% 11,738 $522K
IFM Investors Pty Ltd 0.00% Add +2.0% 11,703 $520K
Prelude Capital Management, LLC 0.04% Add +2.0% 11,591 $515K
Abel Hall, LLC 0.08% Add +0.0% 10,818 $481K
Nissay Asset Management Corp. /Japan 0.00% Reduce -0.9% 10,762 $479K
Franklin Resources Inc. 0.00% Add +0.7% 10,011 $445K
Federation des caisses Desjardins du Quebec 0.00% Add +15.9% 9,807 $436K
State of Wisconsin Investment Board 0.00% Reduce -72.3% 9,535 $424K
Syon Capital LLC 0.02% New 9,372 $417K
Public Employees Retirement Association of Colorado 0.00% No change 8,883 $395K
Jain Global LLC 0.01% New 8,850 $394K
Stratos Wealth Partners, LTD. 0.00% Reduce -59.3% 8,811 $392K
Kestra Investment Management, LLC 0.01% Reduce -19.2% 9,869 $384K
Xponance LLC 0.00% Add +0.1% 8,607 $383K
UniSuper Management Pty Ltd 0.00% Reduce -40.3% 8,600 $382K
Vanderbilt University 0.05% New 8,587 $382K
AlphaCore Capital LLC 0.01% Reduce -1.5% 8,441 $375K
Teacher Retirement System of Texas 0.00% New 8,341 $371K
MML Investors Services, LLC 0.00% New 8,208 $365K
Evergreen Capital Management LLC 0.01% Reduce -7.0% 7,732 $344K
Arkadios Wealth Advisors 0.01% Add +0.4% 7,468 $332K
Crawford Investment Counsel Inc. 0.01% No change 7,270 $323K
Fiduciary Group, LLC 0.03% No change 7,170 $319K
MAI Capital Management 0.00% Add +5.6% 6,737 $300K
Blueshift Asset Management, LLC 0.07% New 6,645 $296K
Truist Financial Corp. 0.00% New 6,621 $294K
Baker Avenue Asset Management, LP 0.01% New 6,364 $283K
GAMCO Investors 0.00% No change 6,351 $282K
Coldstream Capital Management Inc. 0.00% New 6,157 $274K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 6,038 $269K
Hantz Financial Services, Inc. 0.00% Add +6.2% 5,906 $263K
Crestwood Advisors Group, LLC 0.00% New 5,900 $262K
Crossmark Global Holdings, Inc. 0.00% No change 5,747 $256K
Tidal Investments LLC 0.00% Reduce -20.2% 5,697 $253K
Alps Advisors Inc. 0.00% Reduce -22.9% 5,521 $246K
Pacific Point Advisors, LLC 0.11% Add +1.6% 5,492 $244K
Axxcess Wealth Management, LLC 0.00% New 5,492 $244K
Federated Hermes, Inc. 0.00% Reduce -2.5% 5,487 $244K
Voya Investment Management LLC 0.00% New 5,449 $242K
Advisors Asset Management, Inc. 0.00% Reduce -12.6% 5,431 $242K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 5,329 $237K
Pensionfund PDN 0.12% No change 5,300 $236K
Swiss Life Asset Management Ltd 0.00% New 5,297 $236K
Securian Asset Management, Inc. 0.01% Add +2.4% 5,268 $234K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +4.8% 5,147 $229K
PNC Financial Services Group, Inc. 0.00% Add +7.2% 5,101 $227K
HB Wealth Management, LLC 0.00% Reduce -20.2% 5,057 $225K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -88.1% 4,989 $222K
Graticule Asia Macro Advisors LLC 0.02% New 4,978 $221K
HUB Investment Partners, LLC 0.00% New 4,870 $217K
Commonwealth Equity Services, LLC 0.00% Reduce -12.4% 4,861 $216K
Nisa Investment Advisors, LLC 0.00% Reduce -35.2% 4,786 $213K
DNB Asset Management AS 0.00% Reduce -29.1% 4,711 $209K
Sound View Wealth Advisors Group, LLC 0.01% New 4,630 $206K
Parallel Advisors, LLC 0.00% Add +15.9% 4,510 $201K
GAMMA Investing LLC 0.01% Add +22.6% 3,610 $161K
Tower Research Capital LLC (TRC) 0.00% Add +1.3% 3,585 $159K
Blue Trust, Inc. 0.00% Add +78.8% 3,560 $158K
Jones Financial Companies LLLP 0.00% Add +1.3% 3,388 $154K
IFP Advisors, Inc 0.00% Reduce -27.4% 3,313 $147K
Hilltop National Bank 0.03% No change 3,000 $133K
Simplex Trading, LLC 0.00% Reduce -42.5% 3,000 $133K
Signaturefd, LLC 0.00% Add +18.3% 2,918 $130K
Rothschild Investment LLC 0.00% Reduce -8.9% 2,788 $124K
Global Retirement Partners, LLC 0.00% — 2,619 $116K
US Bancorp \de 0.00% Add +1.6% 2,612 $116K
Pensionfund Sabic 0.12% No change 2,600 $116K
Quarry LP 0.02% Add +5944.2% 2,599 $116K
FIL Ltd 0.00% Reduce -22.4% 2,510 $112K
KBC Group NV 0.00% No change 2,193 $98K
Sterling Capital Management LLC 0.00% Reduce -9.3% 2,142 $95K
Quantum Portfolio Management LLC 0.03% New 2,122 $94K
Arax Advisory Partners 0.00% Add +250.5% 2,040 $91K
Nykredit A/S 0.00% — 1,698 $76K
STRS Ohio 0.00% Reduce -10.9% 1,501 $67K
Versant Capital Management, Inc 0.00% Add +167.9% 1,235 $55K
Huntington National Bank 0.00% No change 1,132 $50K
Harvest Fund Management Co., Ltd 0.00% New 1,098 $49K
Quent Capital, LLC 0.00% Add +27.7% 1,093 $49K
UMB Bank, n.a. 0.00% Reduce -2.4% 1,078 $48K
Larson Financial Group LLC 0.00% Add +52750.0% 1,057 $47K
Allworth Financial LP 0.00% Reduce -14.1% 999 $44K
HM Payson & Co. 0.00% No change 977 $43K
GF Fund Management Co. LTD. 0.00% Reduce -13.8% 952 $42K
First Horizon Corp. 0.00% Add +1018.2% 861 $38K
Bayforest Capital Ltd 0.03% New 775 $34K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.6% 745 $33K
Osaic Holdings, Inc. 0.00% Reduce -2.1% 710 $32K
Bessemer Group Inc. 0.00% Reduce -99.7% 606 $27K
1620 Investment Advisors, Inc. 0.01% Reduce -7.5% 497 $22K
Rossby Financial, LCC 0.00% Add +3.2% 482 $21K
Farther Finance Advisors, LLC 0.00% Reduce -19.9% 464 $21K
Group One Trading LLC 0.00% New 446 $20K
Parkside Financial Bank & Trust 0.00% Add +267.5% 441 $20K
Elevation Wealth Partners, LLC 0.01% Add +38.5% 432 $19K
Key Capital Management, INC 0.01% Add +53.2% 432 $19K
Fulcrum Asset Management LLP 0.00% No change 380 $17K
Marshall Investment Management, LLC 0.01% No change 349 $16K
MassMutual Private Wealth & Trust, FSB 0.00% No change 346 $15K
Exchange Traded Concepts, LLC 0.00% Reduce -47.1% 325 $14K
Fifth Third Bancorp 0.00% Add +70.0% 306 $14K
Caldwell Trust Co 0.00% No change 300 $13K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -80.5% 294 $13K
Geneos Wealth Management Inc. 0.00% No change 270 $12K
Bellevue Asset Management, LLC 0.00% No change 240 $11K
LRI Investments, LLC 0.00% No change 234 $10K
Fourth Dimension Wealth, LLC 0.00% No change 200 $9K
Caitong International Asset Management Co., Ltd 0.00% Reduce -95.8% 197 $9K
EverSource Wealth Advisors, LLC 0.00% Add +20.4% 195 $9K
Westside Investment Management, Inc. 0.00% No change 181 $8K
Covestor Ltd 0.00% Reduce -2.2% 181 $8K
Private Trust Co. NA 0.00% No change 155 $7K
Cedar Mountain Advisors, LLC 0.00% No change 151 $7K
IFS Advisors, LLC 0.00% No change 142 $6K
True Wealth Design, LLC 0.00% New 140 $6K
NewEdge Advisors, LLC 0.00% Add +0.8% 123 $5K
Fortitude Family Office, LLC 0.00% Reduce -50.6% 116 $5K
Clearstead Trust, LLC 0.00% Reduce -54.0% 116 $5K
Godsey & Gibb, Inc. 0.00% No change 115 $5K
International Assets Investment Management, LLC 0.00% No change 100 $5K
Hager Investment Management Services, LLC 0.00% New 100 $4K
Cornerstone Financial Management LLC 0.00% Add +560.0% 99 $4K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +3.3% 93 $4K
Physician Wealth Advisors, Inc. 0.00% Add +151.5% 83 $4K
Smartleaf Asset Management LLC 0.00% No change 78 $4K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -86.5% 62 $3K
Farmers & Merchants Investments Inc. 0.00% No change 57 $3K
NBT Bank, N.A. 0.00% No change 48 $2K
Rialto Wealth Management, LLC 0.00% No change 42 $2K
WPG Advisers, LLC 0.00% Add +39.3% 39 $2K
Inspire Investing, LLC 0.00% No change 36 $2K
Essential Partners LLC 0.00% Reduce -24.4% 34 $2K
Clearstead Advisors, LLC 0.00% Add +24.0% 31 $1K
Cornerstone Planning Group LLC 0.00% No change 28 $1K
Bogart Wealth, LLC 0.00% Reduce -45.2% 23 $1K
SouthState Bank Corp 0.00% No change 20 $890
CVA Family Office, LLC 0.00% No change 20 $889
Highline Wealth Partners LLC 0.00% Reduce -92.4% 19 $845
Kilter Group LLC 0.00% Reduce -43.8% 18 $801
Provenance Wealth Advisors, LLC 0.00% No change 18 $800
Keating Financial Advisory Services, Inc. 0.00% No change 15 $667
Stone House Investment Management, LLC 0.00% New 13 $578
Wilmington Savings Fund Society, FSB 0.00% New 10 $445
Cromwell Holdings LLC 0.00% No change 7 $311
Freestone Grove Partners LP 0.00% New 6 $267
Buck Wealth Strategies, LLC 0.00% New 5 $222
Bartlett & Co. Wealth Management LLC 0.00% No change 4 $178
Hughes Financial Services, LLC 0.00% Add +100.0% 4 $178
Basecamp Wealth Advisors LLC 0.00% Add +100.0% 4 $178
Transamerica Financial Advisors, LLC 0.00% New 4 $177
Dunhill Financial, LLC 0.00% No change 3 $173
Whittier Trust Co. of Nevada Inc. 0.00% No change 3 $138
SHP Wealth Management 0.00% New 3 $133
Zions Bancorporation, National Association 0.00% New 2 $89
Assetmark, Inc. 0.00% No change 2 $89

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