Institutional Ownership National Storage Affiliates Trust (NSA)
This table provides information about the institutional ownership of National Storage Affiliates Trust (NSA). We have compiled data on the 366 institutions that hold shares in the stock, with a total of 66.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.58 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
825
shares
|
$31,935
0.0% of portfolio
|
Q4 2024
Added 3.25%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
800
shares
|
$30,968
0.02% of portfolio
|
Q3 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
756
shares
|
$29,264
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
750
shares
|
$29,032
0.01% of portfolio
|
Q4 2024
New holding
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
734
shares
|
$28,413
0.01% of portfolio
|
Q4 2024
Added 233.64%
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
730
shares
|
$28,258
0.04% of portfolio
|
Q3 2022
Added 157.95%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
725
shares
|
$28,064
0.0% of portfolio
|
Q4 2024
Reduced 74.99%
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
650
shares
|
$25,161
0.0% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
607
shares
|
$23,496
0.0% of portfolio
|
Q3 2024
Added 6.49%
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
565
shares
|
$21,871
0.0% of portfolio
|
Q4 2024
Reduced 85.53%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
518
shares
|
$20,051
0.0% of portfolio
|
Q4 2024
Reduced 93.25%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
495
shares
|
$19,161
0.0% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
494
shares
|
$19,122
0.0% of portfolio
|
Q1 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
490
shares
|
$18,967
0.0% of portfolio
|
Q2 2024
Reduced 9.93%
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
479
shares
|
$18,542
0.01% of portfolio
|
Q4 2024
Added 1.7%
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
441
shares
|
$17,071
0.0% of portfolio
|
Q4 2024
Added 2350.0%
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
396
shares
|
$15,329
0.0% of portfolio
|
Q4 2024
Added 80.0%
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
319
shares
|
$12,348
0.0% of portfolio
|
Q1 2025
Added 79.21%
|
|
Peregrine Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
290
shares
|
$11,225
0.0% of portfolio
|
Q1 2023
Added 26.09%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
285
shares
|
$11,032
0.0% of portfolio
|
Q4 2024
Added 3.26%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
260
shares
|
$10,064
0.01% of portfolio
|
Q4 2023
New holding
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
257
shares
|
$9,948
0.01% of portfolio
|
Q4 2024
Reduced 46.23%
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
235
shares
|
$9,096
0.0% of portfolio
|
Q4 2024
Added 13.53%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
223
shares
|
$8,632
0.0% of portfolio
|
Q3 2022
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$7,742
0.0% of portfolio
|
Q2 2020
Added 77.78%
|