National Storage Affiliates Trust Ownership 2024 | Who Owns National Storage Affiliates Trust Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

83.34%

Insider Ownership

9.02%

Retail Ownership

7.64%

Institutional Holders

344.00

National Storage Affiliates Trust Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC12.34%0.01%9,897,096-971,731-8.94%407,958,297Jun 30, 2024
BLACKROCK INC.10.20%0.01%8,183,435-739,013-8.28%337,321,208Jun 30, 2024
WASATCH ADVISORS LP8.59%1.52%6,895,393331,9255.06%284,228,099Jun 30, 2024
STATE STREET CORP4.72%0.01%3,784,796-279,053-6.87%156,009,291,000Jun 30, 2024
THRIVENT FINANCIAL FOR LUTHERANS3.13%0.21%2,514,90890,9253.75%103,665,000Jun 30, 2024
JENNISON ASSOCIATES LLC1.92%0.04%1,543,639191,70014.18%63,628,801Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.66%0.00%1,328,363-79,185-5.63%54,767,926Jun 30, 2024
FMR LLC1.63%0.00%1,305,7338820.07%53,822,327Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1.55%0.02%1,239,907-22,342-1.77%51,108,967Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.33%0.01%1,067,490-75,375-6.60%44,001,699Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.23%0.01%990,213-59,951-5.71%40,816,583Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.1.23%0.07%988,339745,479306.96%40,739,334Jun 30, 2024
ANCHOR CAPITAL ADVISORS LLC1.22%1.14%980,081-23,726-2.36%40,398,936Jun 30, 2024
ALLIANCEBERNSTEIN L.P.1.21%0.01%971,316-165,141-14.53%40,037,646Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.18%0.01%945,971-75,437-7.39%38,992,925Jun 30, 2024
CINCINNATI INSURANCE CO1.11%0.61%893,654--36,836,418Jun 30, 2024
NORTHERN TRUST CORP1.09%0.01%872,725346,39965.81%35,973,725,000Jun 30, 2024
TIMESSQUARE CAPITAL MANAGEMENT, LLC1.06%0.55%851,580-89,476-9.51%35,102,128Jun 30, 2024
MORGAN STANLEY0.97%0.00%781,52036,6894.93%32,214,311Jun 30, 2024
GW&K INVESTMENT MANAGEMENT, LLC0.90%0.27%720,05813,6441.93%29,681,000Jun 30, 2024

National Storage Affiliates Trust's largest institutional shareholder is VANGUARD GROUP INC, holding 12.34% of the company's total share outstanding, currently valued at $407.96M. The top 10 institutional shareholders own together 47.06% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
D. SCOTT NEAL, INC.0.35%6.36%277,17646,84820.34%11,425,195Jun 30, 2024
B&I CAPITAL AG0.60%6.33%480,269-49,300-9.31%19,796,688Jun 30, 2024
CENTER LAKE CAPITAL MANAGEMENT, LLC0.09%5.60%70,00070,000100.00%2,885,400Jun 30, 2024
CALLODINE CAPITAL MANAGEMENT, LP0.32%2.50%260,00030,00013.04%10,717,200Jun 30, 2024
QSV EQUITY INVESTORS LLC0.06%2.06%47,993-1,168-2.38%1,978,271Jun 30, 2024
CASTELLAN GROUP0.11%1.76%89,62310,69113.54%3,694,260Jun 30, 2024
WORTH VENTURE PARTNERS, LLC0.01%1.74%5,700-1,200-17.39%234,954Jun 30, 2024
WASATCH ADVISORS LP8.59%1.52%6,895,393331,9255.06%284,228,099Jun 30, 2024
GILLSON CAPITAL LP0.37%1.17%294,900294,900100.00%12,156,000Jun 30, 2024
ANCHOR CAPITAL ADVISORS LLC1.22%1.14%980,081-23,726-2.36%40,398,936Jun 30, 2024
HEARTLAND ADVISORS INC0.59%1.09%473,535-2,465-0.52%19,519,113Jun 30, 2024
LONG POND CAPITAL, LP0.49%0.87%392,971392,971100.00%16,198,265Jun 30, 2024
LEEWARD INVESTMENTS, LLC - MA0.52%0.79%414,73497,78630.85%17,095,335Jun 30, 2024
CINCINNATI INSURANCE CO1.11%0.61%893,654--36,836,418Jun 30, 2024
KEELEY-TETON ADVISORS, LLC0.14%0.60%114,020-13-0.01%4,699,904Jun 30, 2024
TIMESSQUARE CAPITAL MANAGEMENT, LLC1.06%0.55%851,580-89,476-9.51%35,102,128Jun 30, 2024
BLUEPATH CAPITAL MANAGEMENT, LLC0.02%0.54%18,7303,22920.83%772,061Jun 30, 2024
REDWOOD INVESTMENT MANAGEMENT, LLC0.17%0.51%139,201-492-0.35%5,843,000Jun 30, 2024
MOSELEY INVESTMENT MANAGEMENT INC0.03%0.48%24,823-92-0.37%1,023,203Jun 30, 2024
1620 INVESTMENT ADVISORS, INC.0.02%0.42%13,33713,337100.00%549,751Jun 30, 2024

The largest National Storage Affiliates Trust shareholder by % of total assets is D. SCOTT NEAL, INC.. The company owns 277.18K shares of National Storage Affiliates Trust (NSA), representing 6.36% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BALYASNY ASSET MANAGEMENT L.P.1.23%0.07%988,339745,479306.96%40,739,334Jun 30, 2024
NORGES BANK0.77%0.00%618,097618,097100.00%25,477,958Jun 30, 2024
LONG POND CAPITAL, LP0.49%0.87%392,971392,971100.00%16,198,265Jun 30, 2024
NORTHERN TRUST CORP1.09%0.01%872,725346,39965.81%35,973,725,000Jun 30, 2024
WASATCH ADVISORS LP8.59%1.52%6,895,393331,9255.06%284,228,099Jun 30, 2024
GILLSON CAPITAL LP0.37%1.17%294,900294,900100.00%12,156,000Jun 30, 2024
GOLDMAN SACHS GROUP INC0.39%0.00%312,359255,596450.29%12,875,438Jun 30, 2024
HUDSON BAY CAPITAL MANAGEMENT LP0.27%0.04%214,461214,461100.00%8,840,082Jun 30, 2024
JENNISON ASSOCIATES LLC1.92%0.04%1,543,639191,70014.18%63,628,801Jun 30, 2024
HRT FINANCIAL LP0.21%0.04%164,632164,632100.00%6,786,000Jun 30, 2024
MANNING & NAPIER ADVISORS LLC0.14%0.05%110,000110,000100.00%4,534,200Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.13%0.03%108,110108,110100.00%4,456,000Jun 30, 2024
LEEWARD INVESTMENTS, LLC - MA0.52%0.79%414,73497,78630.85%17,095,335Jun 30, 2024
THRIVENT FINANCIAL FOR LUTHERANS3.13%0.21%2,514,90890,9253.75%103,665,000Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.20%0.00%161,82990,206125.95%6,670,591Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.11%0.02%88,17288,172100.00%3,634,450Jun 30, 2024
MAN GROUP PLC0.10%0.01%76,70076,700100.00%3,161,574Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.18%0.04%144,65974,516106.23%5,962,842Jun 30, 2024
CENTER LAKE CAPITAL MANAGEMENT, LLC0.09%5.60%70,00070,000100.00%2,885,400Jun 30, 2024
DEUTSCHE BANK AG\0.14%0.00%108,82366,884159.48%4,485,684Jun 30, 2024

As of Jun 30 2024, National Storage Affiliates Trust's largest institutional buyer is BALYASNY ASSET MANAGEMENT L.P.. The company purchased 745.48K stocks of NSA, valued at $40.74M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WELLINGTON MANAGEMENT GROUP LLP0.05%0.00%39,537-1,025,692-96.29%1,629,715Jun 30, 2024
VANGUARD GROUP INC12.34%0.01%9,897,096-971,731-8.94%407,958,297Jun 30, 2024
BLACKROCK INC.10.20%0.01%8,183,435-739,013-8.28%337,321,208Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.11%0.00%86,716-289,921-76.98%3,574,433Jun 30, 2024
STATE STREET CORP4.72%0.01%3,784,796-279,053-6.87%156,009,291,000Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.00%0.00%2,138-230,502-99.08%87,658Jun 30, 2024
ALLIANCEBERNSTEIN L.P.1.21%0.01%971,316-165,141-14.53%40,037,646Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC----145,000-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO0.34%0.00%276,769-134,771-32.75%11,408,417Jun 30, 2024
MERITAGE PORTFOLIO MANAGEMENT----123,716-100.00%-Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.02%0.00%19,726-110,466-84.85%808,371Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----102,228-100.00%-Jun 30, 2024
TIMESSQUARE CAPITAL MANAGEMENT, LLC1.06%0.55%851,580-89,476-9.51%35,102,128Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.66%0.00%1,328,363-79,185-5.63%54,767,926Jun 30, 2024
TUDOR INVESTMENT CORP ET AL----78,078-100.00%-Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.62%0.00%493,928-76,483-13.41%20,359,713Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.18%0.01%945,971-75,437-7.39%38,992,925Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.33%0.01%1,067,490-75,375-6.60%44,001,699Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.23%0.01%990,213-59,951-5.71%40,816,583Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.03%0.00%26,560-58,979-68.95%1,094,803Jun 30, 2024

As of Jun 30 2024, National Storage Affiliates Trust's biggest institutional seller is WELLINGTON MANAGEMENT GROUP LLP. The company sold -1.03M shares of NSA, valued at $1.63M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK0.77%0.00%618,097618,097100.00%25,477,958Jun 30, 2024
LONG POND CAPITAL, LP0.49%0.87%392,971392,971100.00%16,198,265Jun 30, 2024
GILLSON CAPITAL LP0.37%1.17%294,900294,900100.00%12,156,000Jun 30, 2024
HUDSON BAY CAPITAL MANAGEMENT LP0.27%0.04%214,461214,461100.00%8,840,082Jun 30, 2024
MANNING & NAPIER ADVISORS LLC0.14%0.05%110,000110,000100.00%4,534,200Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.13%0.03%108,110108,110100.00%4,456,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.11%0.02%88,17288,172100.00%3,634,450Jun 30, 2024
MAN GROUP PLC0.10%0.01%76,70076,700100.00%3,161,574Jun 30, 2024
CENTER LAKE CAPITAL MANAGEMENT, LLC0.09%5.60%70,00070,000100.00%2,885,400Jun 30, 2024
CAXTON ASSOCIATES LP0.05%0.05%37,67537,675100.00%1,552,964Jun 30, 2024
STATE OF TENNESSEE, TREASURY DEPARTMENT0.04%0.00%29,84129,841100.00%1,230,047Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC0.04%0.01%29,03929,039100.00%1,196,988Jun 30, 2024
VESTCOR INC0.04%0.04%28,39728,397100.00%1,171,000Jun 30, 2024
INDEPENDENT ADVISOR ALLIANCE0.03%0.04%28,03328,033100.00%1,155,521Jun 30, 2024
WEISS ASSET MANAGEMENT LP0.02%0.03%19,76719,767100.00%814,796Jun 30, 2024
SQUAREPOINT OPS LLC0.02%0.00%18,61218,612100.00%767,187Jun 30, 2024
BEACON INVESTMENT ADVISORS LLC0.02%0.37%17,50017,500100.00%721,350Jun 30, 2024
IFM INVESTORS PTY LTD0.02%0.01%16,65216,652100.00%686,395Jun 30, 2024
CONVERGENCE INVESTMENT PARTNERS, LLC0.02%0.18%14,91214,912100.00%614,673Jun 30, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.0.02%0.00%13,69613,696100.00%564,353Jun 30, 2024
NAVELLIER & ASSOCIATES INC0.02%0.07%13,59013,590100.00%560,180Jun 30, 2024
1620 INVESTMENT ADVISORS, INC.0.02%0.42%13,33713,337100.00%549,751Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC0.02%0.22%12,55312,553100.00%517,435Jun 30, 2024
XTX TOPCO LTD0.01%0.04%12,01312,013100.00%495,176Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.01%0.00%11,84911,849100.00%488,416Jun 30, 2024
ADVISORSHARES INVESTMENTS LLC0.01%0.08%11,61011,610100.00%467,070Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.01%0.01%10,67610,676100.00%440,065Jun 30, 2024
CORNERSTONE INVESTMENT PARTNERS, LLC0.01%0.02%8,9478,947100.00%368,795Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.01%0.05%7,6497,649100.00%315,292Jun 30, 2024
ATRIA INVESTMENTS, INC0.01%0.00%7,5347,534100.00%310,573Jun 30, 2024
WOLVERINE TRADING, LLC0.01%0.00%6,0006,000100.00%247,320Jun 30, 2024
LAURION CAPITAL MANAGEMENT LP0.01%0.00%5,9435,943100.00%244,970Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC0.01%0.02%5,8365,836100.00%240,560Jun 30, 2024
CONCURRENT INVESTMENT ADVISORS, LLC0.01%0.01%5,6135,613100.00%231,348Jun 30, 2024
HIGHLAND CAPITAL MANAGEMENT, LLC0.01%0.01%5,1505,150100.00%212,283Jun 30, 2024
ASSOCIATED BANC-CORP0.01%0.01%4,9944,994100.00%205,852Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.0.01%0.00%4,8534,853100.00%200,060Jun 30, 2024
FIL LTD0.00%0.00%3,4043,404100.00%140,313Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%952952100.00%39,241Jun 30, 2024
PACIFIC CAPITAL WEALTH ADVISORS, INC0.00%0.00%650650100.00%26,793Jun 30, 2024
MATRIX TRUST CO0.00%0.00%455455100.00%19,000Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%217217100.00%8,945Jun 30, 2024
ST GERMAIN D J CO INC0.00%0.00%167167100.00%6,884Jun 30, 2024
VERSANT CAPITAL MANAGEMENT, INC0.00%0.00%5858100.00%2,391Jun 30, 2024
FRAZIER FINANCIAL ADVISORS, LLC0.00%0.00%5858100.00%2,391Jun 30, 2024
COHEN & STEERS, INC.--3535100.00%1,000Jun 30, 2024
ANCORA ADVISORS, LLC--3030100.00%1,237Jun 30, 2024
CREWE ADVISORS LLC-0.00%3030100.00%1,237Jun 30, 2024
OPAL WEALTH ADVISORS, LLC-0.00%2727100.00%1,113Jun 30, 2024
INNEALTA CAPITAL, LLC-0.00%2626100.00%1,072Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC--2525100.00%1,020Jun 30, 2024
KEY FINANCIAL INC-0.00%1616100.00%660Jun 30, 2024
JOHNSON FINANCIAL GROUP, INC.--1515100.00%619Jun 30, 2024

National Storage Affiliates Trust's largest new institutional shareholder by number of shares is NORGES BANK, purchased 618.10K shares, valued at $25.48M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LIGHTHOUSE INVESTMENT PARTNERS, LLC----145,000-100.00%-Jun 30, 2024
MERITAGE PORTFOLIO MANAGEMENT----123,716-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----102,228-100.00%-Jun 30, 2024
TUDOR INVESTMENT CORP ET AL----78,078-100.00%-Jun 30, 2024
ENTROPY TECHNOLOGIES, LP----35,005-100.00%-Jun 30, 2024
LECAP ASSET MANAGEMENT LTD----25,891-100.00%-Jun 30, 2024
CIBC WORLD MARKETS CORP----24,418-100.00%-Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----16,192-100.00%-Jun 30, 2024
VERSOR INVESTMENTS LP----14,958-100.00%-Jun 30, 2024
HGI CAPITAL MANAGEMENT, LLC----14,750-100.00%-Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----7,455-100.00%-Jun 30, 2024
PEARL RIVER CAPITAL, LLC----7,430-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----7,186-100.00%-Jun 30, 2024
JOHNSON & WHITE WEALTH MANAGEMENT, LLC----7,000-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----6,565-100.00%-Jun 30, 2024
DOUBLELINE ETF ADVISER LP----5,919-100.00%-Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP----5,289-100.00%-Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC----4,991-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----4,900-100.00%-Jun 30, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC----3,604-100.00%-Jun 30, 2024
SG AMERICAS SECURITIES, LLC----2,885-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----2,385-100.00%-Jun 30, 2024
FNY INVESTMENT ADVISERS, LLC----600-100.00%-Jun 30, 2024
QUARRY LP----506-100.00%-Jun 30, 2024
JANICZEK WEALTH MANAGEMENT, LLC----277-100.00%-Jun 30, 2024
WESTEND CAPITAL MANAGEMENT, LLC----70-100.00%-Jun 30, 2024
MATHER GROUP, LLC.----67-100.00%-Jun 30, 2024
SUNBELT SECURITIES, INC.----21-100.00%-Jun 30, 2024

National Storage Affiliates Trust's largest sold out institutional shareholder by shares sold is LIGHTHOUSE INVESTMENT PARTNERS, LLC, sold -0.14M shares, valued at -, as of undefined.

National Storage Affiliates Trust Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
AGF Investments Trust1.84%-34,845--Mar 31, 2024
Thrivent ETF Trust1.07%51,185-4,683-8.38%Mar 31, 2024
Elevation Series Trust0.71%35,00035,000-Jan 31, 2024
HEARTLAND GROUP INC0.71%400,000--Mar 31, 2024
PIONEER REAL ESTATE SHARES0.62%23,752--Mar 31, 2023
Manager Directed Portfolios0.46%75,886--Jan 31, 2024
TAX-MANAGED GROWTH PORTFOLIO0.45%170,000--Mar 31, 2024
WASATCH FUNDS TRUST0.41%3,821,134721,22723.27%Mar 31, 2024
Keeley Funds, Inc.0.41%105,516-7,581-6.70%Dec 29, 2023
AB GLOBAL REAL ESTATE INVESTMENT FUND INC0.34%18,250--Feb 29, 2024
AB INSTITUTIONAL FUNDS INC0.28%48,610--Jan 31, 2024
CBRE GLOBAL REAL ESTATE INCOME FUND0.28%316,068--Mar 28, 2024
CGM TRUST0.27%360,000--Sep 30, 2022
MFS SERIES TRUST VII0.18%29,454--Jan 31, 2024
SPDR S&P MIDCAP 400 ETF TRUST0.16%631,5285,1540.82%Mar 28, 2024
Emerge ETF Trust0.13%173--Apr 28, 2023
Voya Global Advantage & Premium Opportunity Fund0.12%7,259--Feb 29, 2024
MASTER ADVANTAGE SMID CAP LLC0.11%14,051--Dec 31, 2020
BNY MELLON MIDCAP INDEX FUND, INC.0.11%47,777-5,167-9.76%Jan 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.11%67,000-996-1.46%Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.11%55,603--Mar 31, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.10%21,342--Feb 29, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.10%445,2153,1250.71%Mar 28, 2024
CORNERCAP GROUP OF FUNDS /VA/0.09%6,764--Sep 30, 2022
Principal Diversified Select Real Asset Fund0.09%4,400--Mar 31, 2024
BNY MELLON INDEX FUNDS, INC.0.09%119,478--Apr 30, 2022
LORD ABBETT RESEARCH FUND INC0.09%85,633--Feb 29, 2024
VANGUARD SPECIALIZED FUNDS0.06%3,424,898-35,080-1.01%Jan 31, 2024
Federated Hermes Index Trust0.06%12,7116,671110.45%Jan 31, 2024
LORD ABBETT SECURITIES TRUST0.05%252,694--Jan 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.05%8,969--Mar 28, 2024
VANGUARD ADMIRAL FUNDS0.04%157,368-15,674-9.06%Feb 29, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.04%1,038--Mar 31, 2024
Fidelity Commonwealth Trust II0.03%229,456-199,343-46.49%Aug 31, 2023
STATE STREET INSTITUTIONAL FUNDS0.03%24,232-6,919-22.21%Mar 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.03%934,531--Mar 31, 2024
VANGUARD EXPLORER FUND0.03%310,937--Jan 31, 2024
VICTORY VARIABLE INSURANCE FUNDS0.02%12,290--Mar 31, 2024
Legg Mason ETF Investment Trust0.02%46,369-16,010-25.67%Mar 31, 2024
Federated Hermes Equity Funds0.02%395,000--Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%11,990--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%124,040--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%75,81866,088679.22%Jan 31, 2024
DEUTSCHE DWS VARIABLE SERIES I0.02%6,765--Mar 31, 2024
SYNTAX ETF TRUST0.02%555-130-18.98%Mar 31, 2024
VANGUARD INDEX FUNDS0.02%6,518,338-1,118,527-14.65%Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.01%352,899--Jan 31, 2024
FIDELITY SECURITIES FUND0.01%1,300,000--Jan 31, 2024
IndexIQ ETF Trust0.01%29,293--Jan 31, 2024
MFS SERIES TRUST XIII0.01%985,224-27,950-2.76%Feb 29, 2024
Thirdline Real Estate Income Fund0.01%500--Dec 31, 2023
Meeder Funds0.01%55,438--Mar 31, 2024
TIMOTHY PLAN0.01%52,511--Mar 31, 2024
Nuveen Real Asset Income & Growth Fund0.01%28,581--Mar 31, 2024
FRONTIER FUNDS, INC.0.01%4,153--Mar 31, 2024
UNIFIED SERIES TRUST0.01%149,06324,00019.19%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%2,086--Mar 31, 2024
Virtus Investment Trust0.01%302,868-8,353-2.68%Mar 28, 2024
Principal Exchange-Traded Funds0.01%106,133--Mar 31, 2024
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.0.01%18,159--Mar 31, 2024
STEWARD FUNDS, INC.0.01%16,030-331-2.02%Jan 31, 2024
THRIVENT SERIES FUND INC0.01%719,157-18,376-2.49%Mar 28, 2024
HARBOR FUNDS0.01%147,284--Jan 31, 2024
Calvert Variable Products, Inc.0.01%17,060--Mar 31, 2024
AMG FUNDS0.01%183,799-4,130-2.20%Mar 28, 2024
VICTORY PORTFOLIOS0.01%181,960--Mar 31, 2024
Forward Funds0.01%12,000--Sep 30, 2022
BNY Mellon Strategic Funds, Inc.0.01%13,112--Mar 31, 2024
SunAmerica Specialty Series0.01%2,954-285-8.80%Apr 30, 2021
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.01%21,895--Mar 31, 2024
Voya EQUITY TRUST0.01%7,533--Feb 29, 2024
WESMARK FUNDS0.01%17,7008,30088.30%Mar 31, 2024
DEUTSCHE DWS INVESTMENT TRUST0.00%13,597--Jan 31, 2024
Bernstein Fund Inc0.00%37,520--Mar 31, 2024
NUVEEN INVESTMENT FUNDS INC0.00%145,363--Jan 31, 2024
Global X Funds0.00%186,997-36,576-16.36%Jan 31, 2024
VANGUARD HORIZON FUNDS0.00%98,458--Mar 31, 2024
FORUM FUNDS0.00%9,490--Jan 31, 2024
BRIDGEWAY FUNDS INC0.00%9,700--Mar 28, 2024
DELAWARE VIP TRUST0.00%14,296-351-2.40%Mar 28, 2024
John Hancock Exchange-Traded Fund Trust0.00%24,029-424-1.73%Jan 31, 2024
Principal Real Estate Income Fund0.00%10,529--Jan 31, 2024
World Funds Trust0.00%45,482--Jan 31, 2024
DRIEHAUS MUTUAL FUNDS0.00%32,507--Mar 28, 2024
Nushares ETF Trust0.00%26,413--Jan 31, 2024
AdvisorShares Trust0.00%14,128--Mar 28, 2024
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC0.00%880--Feb 28, 2023
AB CAP FUND, INC.0.00%114,200-50,990-30.87%Feb 29, 2024
ETFis Series Trust I0.00%4,723-1,455-23.55%Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%685,679-29,186-4.08%Feb 29, 2024
Two Roads Shared Trust0.00%124,651114,2761101.46%Jan 31, 2024
RYDEX VARIABLE TRUST0.00%3,7412,803298.83%Dec 31, 2023
BNY MELLON INVESTMENT PORTFOLIOS0.00%1,812-88-4.63%Mar 31, 2024
PIMCO Energy & Tactical Credit Opportunities Fund0.00%21,200--Mar 31, 2024
Goldman Sachs ETF Trust II0.00%2,71260.22%Feb 29, 2024
Pacer Funds Trust0.00%110,622-14,500-11.59%Jan 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%1,692-47-2.70%Sep 30, 2023
Capitol Series Trust0.00%23,0309,76073.55%Mar 31, 2024
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)0.00%525,905--Feb 29, 2024
Advisors Preferred Trust0.00%14,851--Mar 31, 2024

National Storage Affiliates Trust's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -34.84K shares, compromising 1.84% of its total assets.

National Storage Affiliates Trust Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 243446.17%
31 Mar, 243244.52%
31 Dec, 233103.68%
30 Sep, 23299-11.54%
30 Jun, 2333810.10%
31 Mar, 23307-4.36%
31 Dec, 223212.23%
30 Sep, 22314-1.57%
30 Jun, 223195.63%
31 Mar, 22302-1.31%
31 Dec, 213066.99%
30 Sep, 2128612.60%
30 Jun, 2125410.92%
31 Mar, 212295.53%
31 Dec, 20217-2.25%
30 Sep, 2022210.45%
30 Jun, 20201-7.37%
31 Mar, 202174.33%
31 Dec, 19208-6.31%
30 Sep, 1922212.12%
30 Jun, 19198-5.26%
31 Mar, 192091.46%
31 Dec, 182068.42%
30 Sep, 181903.83%
30 Jun, 181830.55%
31 Mar, 181821.11%
31 Dec, 1718018.42%
30 Sep, 17152-1.94%
30 Jun, 171551.31%
31 Mar, 17153-1.29%
31 Dec, 161558.39%
30 Sep, 16143-10.63%
30 Jun, 1616042.86%
31 Mar, 1611216.67%
31 Dec, 159617.07%
30 Sep, 158213.89%
30 Jun, 1572-

As of 30 Jun 24, 344 institutions are holding National Storage Affiliates Trust's shares, representing an increase of 6.17% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2466,870,861-1.19%
31 Mar, 2467,677,260-6.06%
31 Dec, 2372,046,0370.18%
30 Sep, 2371,915,668-4.83%
30 Jun, 2375,562,0971.08%
31 Mar, 2374,754,124-1.98%
31 Dec, 2276,265,623-3.26%
30 Sep, 2278,835,1860.86%
30 Jun, 2278,161,539-0.55%
31 Mar, 2278,594,2902.53%
31 Dec, 2176,657,4282.05%
30 Sep, 2175,117,29018.11%
30 Jun, 2163,601,2610.43%
31 Mar, 2163,327,8594.42%
31 Dec, 2060,644,7200.26%
30 Sep, 2060,486,5006.66%
30 Jun, 2056,710,7800.30%
31 Mar, 2056,542,426-0.50%
31 Dec, 1956,826,8701.37%
30 Sep, 1956,060,1420.11%
30 Jun, 1956,001,0985.41%
31 Mar, 1953,126,9290.74%
31 Dec, 1852,734,352-0.12%
30 Sep, 1852,796,2378.70%
30 Jun, 1848,572,161-0.76%
31 Mar, 1848,944,0223.79%
31 Dec, 1747,155,84011.69%
30 Sep, 1742,221,879-2.43%
30 Jun, 1743,272,90910.25%
31 Mar, 1739,250,4693.64%
31 Dec, 1637,871,82222.30%
30 Sep, 1630,966,682-11.31%
30 Jun, 1634,915,14075.27%
31 Mar, 1619,920,851-3.52%
31 Dec, 1520,646,713-4.14%
30 Sep, 1521,538,49611.97%
30 Jun, 1519,235,836-

National Storage Affiliates Trust (NSA) has 66.87M shares outstanding as of 30 Jun 24, down -1.19% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2483.34%1.37%
31 Mar, 2477.93%3.21%
31 Dec, 2349.31%0.74%
30 Sep, 2381.43%1.14%
30 Jun, 2384.43%1.21%
31 Mar, 2383.53%1.20%
31 Dec, 2283.59%1.13%
30 Sep, 2286.19%1.18%
30 Jun, 2285.38%1.15%
31 Mar, 2286.06%0.97%
31 Dec, 2194.41%1.24%
30 Sep, 2187.09%1.27%
30 Jun, 2182.91%1.07%
31 Mar, 2188.21%1.15%
31 Dec, 2087.59%1.14%
30 Sep, 2087.81%1.27%
30 Jun, 2083.14%0.93%
31 Mar, 2094.56%0.99%
31 Dec, 1997.63%1.09%
30 Sep, 1994.57%1.00%
30 Jun, 1997.32%1.11%
31 Mar, 1993.77%1.08%
31 Dec, 1893.22%1.04%
30 Sep, 1894.75%1.02%
30 Jun, 1896.21%1.02%
31 Mar, 1897.31%0.86%
31 Dec, 17106.15%1.17%
30 Sep, 1795.38%1.00%
30 Jun, 1797.85%1.20%
31 Mar, 1790.44%0.56%
31 Dec, 16126.72%1.63%
30 Sep, 1688.27%0.39%
30 Jun, 16151.29%2.02%
31 Mar, 1686.59%0.49%
31 Dec, 15133.52%1.52%
30 Sep, 1593.65%0.61%
30 Jun, 15123.97%-

As of 30 Jun 24, National Storage Affiliates Trust is held by 83.34% institutional shareholders, representing a 1.37% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2416610.67%
31 Mar, 2415017.19%
31 Dec, 23128-16.34%
30 Sep, 23153-8.38%
30 Jun, 231671.83%
31 Mar, 23164-7.34%
31 Dec, 221770.57%
30 Sep, 22176-1.12%
30 Jun, 2217816.34%
31 Mar, 22153-9.47%
31 Dec, 21169-11.05%
30 Sep, 2119030.14%
30 Jun, 2114625.86%
31 Mar, 211164.50%
31 Dec, 201110.91%
30 Sep, 20110-
30 Jun, 201101.85%
31 Mar, 201081.89%
31 Dec, 19106-23.19%
30 Sep, 1913827.78%
30 Jun, 191083.85%
31 Mar, 19104-5.45%
31 Dec, 18110-10.57%
30 Sep, 1812329.47%
30 Jun, 1895-11.21%
31 Mar, 181071.90%
31 Dec, 1710556.72%
30 Sep, 1767-32.32%
30 Jun, 17997.61%
31 Mar, 1792-3.16%
31 Dec, 1695-6.86%
30 Sep, 16102-
30 Jun, 1610254.55%
31 Mar, 16666.45%
31 Dec, 156226.53%
30 Sep, 1549-31.94%
30 Jun, 1572-

166 institutional shareholders have increased their position in NSA stock as of 30 Jun 24 compared to 150 in the previous quarter (a 10.67% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2413410.74%
31 Mar, 24121-14.18%
31 Dec, 2314131.78%
30 Sep, 23107-17.05%
30 Jun, 2312920.56%
31 Mar, 231071.90%
31 Dec, 221057.14%
30 Sep, 2298-5.77%
30 Jun, 221040.97%
31 Mar, 221034.04%
31 Dec, 219965.00%
30 Sep, 2160-22.08%
30 Jun, 2177-
31 Mar, 217713.24%
31 Dec, 2068-6.85%
30 Sep, 207314.06%
30 Jun, 2064-15.79%
31 Mar, 20765.56%
31 Dec, 197238.46%
30 Sep, 1952-3.70%
30 Jun, 1954-29.87%
31 Mar, 197720.31%
31 Dec, 186477.78%
30 Sep, 1836-33.33%
30 Jun, 185410.20%
31 Mar, 184913.95%
31 Dec, 1743-14.00%
30 Sep, 175051.52%
30 Jun, 1733-21.43%
31 Mar, 17427.69%
31 Dec, 163962.50%
30 Sep, 1624-35.14%
30 Jun, 163719.35%
31 Mar, 163124.00%
31 Dec, 15258.70%
30 Sep, 1523-
30 Jun, 15--

134 institutional shareholders have reduced their position in NSA stock as of 30 Jun 24 compared to 121 in the previous quarter (a 10.74% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 243446.17%66,870,861-1.19%83.34%1.37%16610.67%13410.74%
31 Mar, 243244.52%67,677,260-6.06%77.93%3.21%15017.19%121-14.18%
31 Dec, 233103.68%72,046,0370.18%49.31%0.74%128-16.34%14131.78%
30 Sep, 23299-11.54%71,915,668-4.83%81.43%1.14%153-8.38%107-17.05%
30 Jun, 2333810.10%75,562,0971.08%84.43%1.21%1671.83%12920.56%
31 Mar, 23307-4.36%74,754,124-1.98%83.53%1.20%164-7.34%1071.90%
31 Dec, 223212.23%76,265,623-3.26%83.59%1.13%1770.57%1057.14%
30 Sep, 22314-1.57%78,835,1860.86%86.19%1.18%176-1.12%98-5.77%
30 Jun, 223195.63%78,161,539-0.55%85.38%1.15%17816.34%1040.97%
31 Mar, 22302-1.31%78,594,2902.53%86.06%0.97%153-9.47%1034.04%
31 Dec, 213066.99%76,657,4282.05%94.41%1.24%169-11.05%9965.00%
30 Sep, 2128612.60%75,117,29018.11%87.09%1.27%19030.14%60-22.08%
30 Jun, 2125410.92%63,601,2610.43%82.91%1.07%14625.86%77-
31 Mar, 212295.53%63,327,8594.42%88.21%1.15%1164.50%7713.24%
31 Dec, 20217-2.25%60,644,7200.26%87.59%1.14%1110.91%68-6.85%
30 Sep, 2022210.45%60,486,5006.66%87.81%1.27%110-7314.06%
30 Jun, 20201-7.37%56,710,7800.30%83.14%0.93%1101.85%64-15.79%
31 Mar, 202174.33%56,542,426-0.50%94.56%0.99%1081.89%765.56%
31 Dec, 19208-6.31%56,826,8701.37%97.63%1.09%106-23.19%7238.46%
30 Sep, 1922212.12%56,060,1420.11%94.57%1.00%13827.78%52-3.70%
30 Jun, 19198-5.26%56,001,0985.41%97.32%1.11%1083.85%54-29.87%
31 Mar, 192091.46%53,126,9290.74%93.77%1.08%104-5.45%7720.31%
31 Dec, 182068.42%52,734,352-0.12%93.22%1.04%110-10.57%6477.78%
30 Sep, 181903.83%52,796,2378.70%94.75%1.02%12329.47%36-33.33%
30 Jun, 181830.55%48,572,161-0.76%96.21%1.02%95-11.21%5410.20%
31 Mar, 181821.11%48,944,0223.79%97.31%0.86%1071.90%4913.95%
31 Dec, 1718018.42%47,155,84011.69%106.15%1.17%10556.72%43-14.00%
30 Sep, 17152-1.94%42,221,879-2.43%95.38%1.00%67-32.32%5051.52%
30 Jun, 171551.31%43,272,90910.25%97.85%1.20%997.61%33-21.43%
31 Mar, 17153-1.29%39,250,4693.64%90.44%0.56%92-3.16%427.69%
31 Dec, 161558.39%37,871,82222.30%126.72%1.63%95-6.86%3962.50%
30 Sep, 16143-10.63%30,966,682-11.31%88.27%0.39%102-24-35.14%
30 Jun, 1616042.86%34,915,14075.27%151.29%2.02%10254.55%3719.35%
31 Mar, 1611216.67%19,920,851-3.52%86.59%0.49%666.45%3124.00%
31 Dec, 159617.07%20,646,713-4.14%133.52%1.52%6226.53%258.70%
30 Sep, 158213.89%21,538,49611.97%93.65%0.61%49-31.94%23-
30 Jun, 1572-19,235,836-123.97%-72---

National Storage Affiliates Trust Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 03, 2024Van Mourick Markdirector-P-PurchaseBuy209,333--470,775
Jul 03, 2024Nordhagen Arlen Daledirector, officer Vice ChairpersonP-PurchaseBuy64,887--2,558,141
Jun 11, 2024Meisinger Chad LeRoydirector-P-PurchaseBuy18,405$37.74$694.60K114,155

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 03, 2024Van Mourick Markdirector-P-PurchaseBuy209,333--470,775
Jul 03, 2024Nordhagen Arlen Daledirector, officer Vice ChairpersonP-PurchaseBuy64,887--2,558,141
Jun 11, 2024Meisinger Chad LeRoydirector-P-PurchaseBuy18,405$37.74$694.60K114,155

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 15, 2024SCHALL MICHAEL Jdirector-Sell---2,000
Mar 04, 2024Bergeon Derekofficer Chief Operating OfficerC-ConversionSell4,890--23,122
Mar 04, 2024Kenyon Tiffany S.officer Chief Legal OfficerC-ConversionSell5,581--26,256

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 03, 2024Van Mourick Markdirector-P-PurchaseBuy209,333--470,775
Jul 03, 2024Nordhagen Arlen Daledirector, officer Vice ChairpersonP-PurchaseBuy64,887--2,558,141
Jun 11, 2024Meisinger Chad LeRoydirector-P-PurchaseBuy18,405$37.74$694.60K114,155
May 20, 2024Steinfort Rebecca Leedirector-A-AwardBuy4,890--32,535
May 20, 2024Palazzo Dominic Mdirector-A-AwardBuy3,766--52,069
May 20, 2024Van Mourick Markdirector-A-AwardBuy3,568--261,442
May 20, 2024Hylbert Paul William Jrdirector-A-AwardBuy4,890--55,540
May 20, 2024Wu Charles Fdirector-A-AwardBuy4,493--17,219
May 20, 2024COHN LISA Rdirector-A-AwardBuy4,493--5,845
May 20, 2024Meisinger Chad LeRoydirector-A-AwardBuy4,493--51,101
May 20, 2024SCHALL MICHAEL Jdirector-A-AwardBuy4,757--6,116
May 20, 2024OSGOOD STEVEN Gdirector-A-AwardBuy5,022--136,058
May 15, 2024SCHALL MICHAEL Jdirector-A-AwardBuy1,359--1,359
May 15, 2024SCHALL MICHAEL Jdirector-Sell---2,000
Mar 04, 2024Bergeon Derekofficer Chief Operating OfficerC-ConversionBuy4,890--32,932
Mar 04, 2024Bergeon Derekofficer Chief Operating OfficerA-AwardBuy10,786--32,932
Mar 04, 2024Bergeon Derekofficer Chief Operating OfficerC-ConversionSell4,890--23,122
Mar 04, 2024Kenyon Tiffany S.officer Chief Legal OfficerA-AwardBuy11,728--52,936
Mar 04, 2024Kenyon Tiffany S.officer Chief Legal OfficerC-ConversionBuy5,581--52,936
Mar 04, 2024Kenyon Tiffany S.officer Chief Legal OfficerC-ConversionSell5,581--26,256

The last insider sell of National Storage Affiliates Trust's stock was made by SCHALL MICHAEL J on May 15 2024, selling - shares at - per share (valued at -). The last insider buy of NSA was made by Van Mourick Mark on Jul 03 2024, buying 209,333 shares at - per share (worth -).

National Storage Affiliates Trust Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20242--
Q2 20241111100.00%
Q1 2024146233.33%
Q4 20233475.00%
Q3 20233--
Q2 2023169177.78%
Q1 2023128150.00%
Q4 202210--
Q3 20221--
Q2 2022258312.50%
Q1 2022103333.33%
Q4 202111100.00%
Q2 2021178212.50%
Q1 202183266.67%
Q4 202032150.00%
Q2 2020179188.89%
Q1 2020259277.78%
Q4 20192--
Q3 20192--
Q2 2019157214.29%

2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by National Storage Affiliates Trust's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20242--
Q2 20241--
Q1 2024---
Q4 20233--
Q3 2023---
Q2 20231--
Q1 2023---
Q4 202210--
Q3 2022---
Q2 2022---
Q1 2022-1-
Q4 2021---
Q2 2021---
Q1 2021---
Q4 202011100.00%
Q2 20201--
Q1 202010--
Q4 20192--
Q3 20192--
Q2 20191--

As of Q3 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of National Storage Affiliates Trust's stocks.

National Storage Affiliates Trust Peer Ownership


TickerCompany
LSILife Storage, Inc.
PSAPublic Storage
EGPEastGroup Properties, Inc.
FRFirst Industrial Realty Trust, Inc.
TRNOTerreno Realty Corporation
PLYMPlymouth Industrial REIT, Inc.
EXRExtra Space Storage Inc.
REXRRexford Industrial Realty, Inc.
COLDAmericold Realty Trust, Inc.
LXPLXP Industrial Trust

NSA Ownership FAQ


National Storage Affiliates Trust is owned by institutional shareholders (83.34%), insiders (9.02%), and public (7.64%). The largest institutional shareholder of National Storage Affiliates Trust is VANGUARD GROUP INC (12.34% of total shares) and the top mutual fund owner is AGF Investments Trust (1.84% of total shares).

National Storage Affiliates Trust's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., WASATCH ADVISORS LP, STATE STREET CORP, and THRIVENT FINANCIAL FOR LUTHERANS. The top five shareholders own together 38.98% of the company's share outstanding.

As of Jun 2024, there are 344 institutional shareholders of National Storage Affiliates Trust.

VANGUARD GROUP INC owns 9.9M shares of National Storage Affiliates Trust, representing 12.34% of the company's total shares outstanding, valued at $407.96M (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 8.18M shares of National Storage Affiliates Trust (NSA), compromising 10.20% of the company, valued at $337.32M.

WASATCH ADVISORS LP is the third largest holder of National Storage Affiliates Trust. The company owns 6.9M of the company's shares outstanding (worth $284.23M).