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 372 institutions that hold shares in the stock, with a total of 65.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$860
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
20
shares
|
$860
0.0% of portfolio
|
Q1 2024
Reduced 73.68%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
18
shares
|
$774
0.0% of portfolio
|
Q3 2024
Added 125.0%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
16
shares
|
$688
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
15
shares
|
$645
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$645
0.0% of portfolio
|
Q2 2022
Reduced 85.71%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
13
shares
|
$559
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
13
shares
|
$559
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
12
shares
|
$516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
12
shares
|
$516
0.0% of portfolio
|
Q3 2023
Added 1100.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
11
shares
|
$473
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3
shares
|
$129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
3
shares
|
$129
0.0% of portfolio
|
Q2 2024
Reduced 99.6%
|
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
1
shares
|
$43
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|