Vault-13

NATIONAL STORAGE AFFILIATES NSA

COM SHS BEN IN · REIT · CUSIP 637870106

349 institutional holders -4 vs Q3 2024
67,234,03867.2m shares reported held*
$2.5bnreported value*
25 new 139 added 120 reduced 35 sold out net sold ≈ $23.3m (-616.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($20.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $37.92. Options: 4 managers hold calls ($1.3m notional), 3 hold puts ($602.0k).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 314Q4 22: 317Q1 23: 305Q2 23: 335Q3 23: 299Q4 23: 307Q1 24: 321Q2 24: 359Q3 24: 353Q4 24: 349349Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022314
Q4 2022317
Q1 2023305
Q2 2023335
Q3 2023299
Q4 2023307
Q1 2024321
Q2 2024359
Q3 2024353
Q4 2024349

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 23: 168 bought or addedQ1 23: 151 cut or sold outQ2 23: 165 bought or addedQ2 23: 158 cut or sold outQ2 23Q3 23: 149 bought or addedQ3 23: 174 cut or sold outQ4 23: 120 bought or addedQ4 23: 175 cut or sold outQ4 23Q1 24: 145 bought or addedQ1 24: 151 cut or sold outQ2 24: 167 bought or addedQ2 24: 171 cut or sold outQ2 24Q3 24: 144 bought or addedQ3 24: 194 cut or sold outQ4 24: 164 bought or addedQ4 24: 155 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023168151
Q2 2023165158
Q3 2023149174
Q4 2023120175
Q1 2024145151
Q2 2024167171
Q3 2024144194
Q4 2024164155

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ1 24 calls: $5.0mQ1 24 puts: $1.1mQ1 24P/C 0.21Q2 24 calls: $3.4mQ2 24 puts: $795.0kQ2 24P/C 0.24Q3 24 calls: $1.6mQ3 24 puts: $847.6kQ3 24P/C 0.52Q4 24 calls: $1.3mQ4 24 puts: $602.0kQ4 24P/C 0.47
Numbers
QuarterCallsPutsP/C
Q1 2024$5.0m$1.1m0.21
Q2 2024$3.4m$795.0k0.24
Q3 2024$1.6m$847.6k0.52
Q4 2024$1.3m$602.0k0.47

Biggest buyers

Balyasny Asset Management L.P. New +1,347,437+1.3m
WASATCH ADVISORS LP Added +506,398+506.4k
TimesSquare Capital Management, LLC Added +315,474+315.5k
Woodline Partners LP New +302,399+302.4k
BlackRock, Inc. Added +293,191+293.2k
UBS Group AG Added +264,544+264.5k
NORTHERN TRUST CORP Added +253,176+253.2k
MARSHALL WACE, LLP Added +192,765+192.8k
Schonfeld Strategic Advisors LLC Added +191,536+191.5k
FRANKLIN RESOURCES INC Added +182,878+182.9k

Biggest sellers

Long Pond Capital, LP Sold out -2,065,015-2.1m
FMR LLC Reduced -774,483-774.5k
JPMORGAN CHASE & CO Reduced -325,571-325.6k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -299,445-299.4k
ALLIANCEBERNSTEIN L.P. Reduced -239,524-239.5k
MACQUARIE GROUP LTD Reduced -226,049-226.0k
Swedbank AB Reduced -220,000-220.0k
NEUBERGER BERMAN GROUP LLC Reduced -125,441-125.4k
Phocas Financial Corp. Sold out -118,045-118.0k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced -114,017-114.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $636.9k16.8k shares
CITADEL ADVISORS LLC Added $409.4k10.8k shares
GROUP ONE TRADING LLC Added $231.3k6.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $580.0k15.3k shares
SIMPLEX TRADING, LLC Reduced $22.0k600 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Nordhagen Arlen Dale 13D · may seek influence filed 2026-03-18
Stated purposeItem 4 is hereby amended and supplemented by the following: The information provided in Item 6 is incorporated by reference herein. Full filing
 8.4% 6.5m≈ $289.1m 2026-03-18
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 7.8% new 6.0m≈ $267.4m 2026-04-29
COHEN & STEERS, INC. 13G · institution new · filed 2026-05-15 6.0% new 4.6m≈ $204.7m 2026-05-15
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 5.0% new 3.9m≈ $173.0m 2026-07-31

Fell to 5% or below in the last year: Long Pond Capital, LP (0.0%, 2026-08-13), PRUDENTIAL FINANCIAL INC (1.8%, 2026-05-08), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), WASATCH ADVISORS LP (2.4%, 2025-11-12)

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 9,759,4169.8m $370.0m $370.0m 0.01% Added +80.9k +80,923
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 8,349,6768.3m $316.5m $316.5m 0.01% Added +293.2k +293,191
3 WASATCH ADVISORS LP 1.25% of their portfolio SALT LAKE CITY, UT 6,679,1806.7m $253.2m $253.2m 1.25% Added +506.4k +506,398
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,768,9583.8m $142.9m $142.9m 0.01% Added +57.6k +57,558
5 Thrivent Financial for Lutherans 0.19% of their portfolio Minneapolis, MN 2,548,1452.5m $96.6m $96.6m 0.19% Added +10.8k +10,783
6 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 1,941,5581.9m $73.6m $73.6m 0.01% Added +114.0k +113,973
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,348,7281.3m $51.1m $51.1m 0.00% Added +15.5k +15,468
8 Balyasny Asset Management L.P. 0.12% of their portfolio Chicago, IL 1,347,4371.3m $51.1m $51.1m 0.12% New
9 JENNISON ASSOCIATES LLC 0.03% of their portfolio NEW YORK, NY 1,321,7331.3m $50.1m $50.1m 0.03% Reduced -84.2k -84,208
10 TimesSquare Capital Management, LLC 0.61% of their portfolio NEW YORK, NY 1,110,7841.1m $42.1m $42.1m 0.61% Added +315.5k +315,474
11 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 1,091,9271.1m $41.4m $41.4m 0.01% Reduced -114.0k -114,017
12 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,078,8771.1m $40.9m $40.9m 0.01% Added +253.2k +253,176
13 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 1,029,1801.0m $39.0m $39.0m 0.01% Reduced -20.0k -19,990
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,012,4111.0m $38.4m $38.4m 0.01% Added +23.4k +23,366
15 ANCHOR CAPITAL ADVISORS LLC 0.98% of their portfolio Boston, MA 906,411906.4k $34.4m $34.4m 0.98% Reduced -40.9k -40,905
16 CINCINNATI INSURANCE CO 0.60% of their portfolio FAIRFIELD, OH 893,654893.7k $33.9m $33.9m 0.60% Unchanged
17 FMR LLC 0.00% of their portfolio BOSTON, MA 889,699889.7k $33.7m $33.7m 0.00% Reduced -774.5k -774,483
18 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 866,948866.9k $32.9m $32.9m 0.01% Reduced -42.9k -42,851
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 786,496786.5k $29.8m $29.8m 0.00% Added +61.9k +61,855
20 GW&K Investment Management, LLC 0.25% of their portfolio BOSTON, MA 773,523773.5k $29.3m $29.3m 0.25% Added +62.5k +62,484
21 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 742,959743.0k $28.2m $28.2m 0.02% Added +58.5k +58,515
22 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 726,165726.2k $27.5m $27.5m 0.01% Reduced -239.5k -239,524
23 NORGES BANK 0.00% of their portfolio OSLO, Q8 705,263705.3k $26.7m $26.7m 0.00% Added +17.2k +17,166
24 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 618,924618.9k $23.5m $23.5m 0.01% Added +4.4k +4,363
25 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 534,183534.2k $20.3m $20.3m 0.01% Added +94.1k +94,117
26 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 533,812533.8k $20.2m $20.2m 0.01% Added +19.7k +19,693
27 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 527,355527.4k $20.0m $20.0m 0.03% Added +192.8k +192,765
28 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 474,362474.4k $18.0m $18.0m 0.00% Reduced -9.2k -9,192
29 HEARTLAND ADVISORS INC 0.91% of their portfolio MILWAUKEE, WI 440,500440.5k $16.7m $16.7m 0.91% Reduced -600 -600
30 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 434,213434.2k $16.5m $16.5m 0.00% Added +13.1k +13,052
31 APG Asset Management US Inc. 0.12% of their portfolio New York, NY 402,093402.1k $15.2m $15.2m 0.12% Added +52.1k +52,093
32 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 394,158394.2k $14.9m $14.9m 0.02% Added +29.1k +29,063
33 Leeward Investments, LLC - MA 0.73% of their portfolio BOSTON, MA 384,233384.2k $14.6m $14.6m 0.73% Reduced -28.9k -28,860
34 Legal & General Group Plc 0.00% of their portfolio London, X0 377,532377.5k $14.3m $14.3m 0.00% Reduced -33.9k -33,905
35 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 352,251352.3k $13.4m $13.4m 0.00% First filing
36 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.21% of their portfolio RADNOR, PA 316,068316.1k $12.0m $12.0m 0.21% Unchanged
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 312,983313.0k $11.9m $11.9m 0.00% Reduced -325.6k -325,571
38 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 312,929312.9k $11.9m $11.9m 0.00% Added +182.9k +182,878
39 Woodline Partners LP 0.08% of their portfolio San Francisco, CA 302,399302.4k $11.5m $11.5m 0.08% New
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 301,875301.9k $11.4m $11.4m 0.00% Added +264.5k +264,544
41 Mesirow Institutional Investment Management, Inc. 0.78% of their portfolio CHICAGO, IL 268,809268.8k $10.2m $10.2m 0.78% Added +40.9k +40,922
42 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 266,068266.1k $10.1m $10.1m 0.00% Added +8.6k +8,639
43 D. SCOTT NEAL, INC. 5.50% of their portfolio LEXINGTON, KY 264,592264.6k $10.0m $10.0m 5.50% Reduced -7.5k -7,477
44 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 244,057244.1k $9.3m $9.3m 0.01% Added +19.7k +19,678
45 Schonfeld Strategic Advisors LLC 0.06% of their portfolio NEW YORK, NY 238,845238.8k $9.1m $9.1m 0.06% Added +191.5k +191,536
46 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 222,883222.9k $8.4m $8.4m 0.01% Reduced -18.8k -18,822
47 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 220,831220.8k $8.4m $8.4m 0.00% Reduced -75.8k -75,763
48 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 218,712218.7k $8.3m $8.3m 0.01% Added +5.8k +5,762
49 Quantinno Capital Management LP 0.08% of their portfolio NEW YORK, NY 212,400212.4k $8.1m $8.1m 0.08% Added +35.7k +35,656
50 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 201,862201.9k $7.7m $7.7m 0.01% Reduced -498 -498
51 HANCOCK WHITNEY CORP 0.23% of their portfolio GULFPORT, MS 194,280194.3k $7.4m $7.4m 0.23% Reduced -13.9k -13,915
52 Swedbank AB 0.01% of their portfolio STOCKHOLM, V7 190,000190.0k $7.2m $7.2m 0.01% Reduced -220.0k -220,000
53 WEDGE CAPITAL MANAGEMENT L L P/NC 0.13% of their portfolio CHARLOTTE, NC 189,371189.4k $7.2m $7.2m 0.13% Added +19.2k +19,229
54 CRAWFORD INVESTMENT COUNSEL INC 0.12% of their portfolio ATLANTA, GA 182,893182.9k $6.9m $6.9m 0.12% Added +3.0k +2,974
55 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 182,689182.7k $6.9m $6.9m 0.01% Added +86.0k +85,969
56 KENNEDY CAPITAL MANAGEMENT LLC 0.15% of their portfolio ST LOUIS, MO 174,524174.5k $6.6m $6.6m 0.15% Reduced -95.5k -95,463
57 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 161,014161.0k $6.1m $6.1m 0.00% Reduced -926 -926
58 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 160,373160.4k $6.1m $6.1m 0.00% Reduced -8.8k -8,777
59 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 159,653159.7k $6.1m $6.1m 0.00% Added +104.3k +104,264
60 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 144,600144.6k $5.5m $5.5m 0.01% Added +113.7k +113,700
61 Swiss National Bank 0.00% of their portfolio ZURICH, V8 141,979142.0k $5.4m $5.4m 0.00% Added +2.9k +2,900
62 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 137,327137.3k $5.2m $5.2m 0.01% Added +12.6k +12,590
63 WINTON GROUP Ltd 0.34% of their portfolio LONDON, X0 133,346133.3k $5.1m $5.1m 0.34% New
64 California Public Employees Retirement System 0.00% of their portfolio Sacramento, CA 133,185133.2k $5.0m $5.0m 0.00% Reduced -10.4k -10,372
65 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 132,992133.0k $5.0m $5.0m 0.00% Added +24.3k +24,258
66 CENTAURUS FINANCIAL, INC. 0.29% of their portfolio ANAHEIM, CA 125,063125.1k $4.7m $4.7m 0.29% Reduced -5.8k -5,800
67 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio COLUMBUS, OH 124,026124.0k $4.7m $4.7m 0.02% Reduced -1.3k -1,342
68 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 113,566113.6k $4.3m $4.3m 0.00% Reduced -125.4k -125,441
69 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 109,391109.4k $4.1m $4.1m 0.00% Added +6.2k +6,188
70 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 108,958109.0k $4.1m $4.1m 0.00% Reduced -4.9k -4,946
71 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 106,821106.8k $4.0m $4.0m 0.01% Added +1.1k +1,123
72 B. Metzler seel. Sohn & Co. AG 0.04% of their portfolio FRANKFURT, 2M 106,460106.5k $4.0m $4.0m 0.04% Reduced -5.7k -5,704
73 ONTARIO TEACHERS PENSION PLAN BOARD 0.05% of their portfolio Toronto, A6 105,182105.2k $4.0m $4.0m 0.05% Added +21.9k +21,851
74 Asset Management One Co., Ltd. 0.01% of their portfolio TOKYO, M0 104,118104.1k $3.9m $3.9m 0.01% Added +4.8k +4,843
75 Man Group plc 0.01% of their portfolio LONDON, X0 103,702103.7k $3.9m $3.9m 0.01% Reduced -17.8k -17,828
76 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 92,36192.4k $3.5m $3.5m 0.01% Reduced -6.4k -6,395
77 Keeley-Teton Advisors, LLC 0.40% of their portfolio Chicago, IL 90,95191.0k $3.4m $3.4m 0.40% Reduced -19.0k -19,021
78 NOMURA ASSET MANAGEMENT CO LTD 0.01% of their portfolio TOKYO, M0 90,88090.9k $3.4m $3.4m 0.01% Added +4.7k +4,650
79 OPPENHEIMER ASSET MANAGEMENT INC. 0.04% of their portfolio NEW YORK, NY 89,85289.9k $3.4m $3.4m 0.04% Added +7.7k +7,655
80 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 88,37988.4k $3.4m $3.4m 0.00% Reduced -29.9k -29,938
81 Aptus Capital Advisors, LLC 0.04% of their portfolio FAIRHOPE, AL 87,76587.8k $3.3m $3.3m 0.04% Added +16.0k +15,995
82 SG Americas Securities, LLC 0.01% of their portfolio NEW YORK, NY 85,78485.8k $3.3m $3.3m 0.01% Added +79.9k +79,884
83 Retirement Systems of Alabama 0.01% of their portfolio MONTGOMERY, AL 85,28985.3k $3.2m $3.2m 0.01% Added +412 +412
84 CINCINNATI FINANCIAL CORP 0.07% of their portfolio CINCINNATI, OH 82,03082.0k $3.1m $3.1m 0.07% Unchanged
85 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 80,11280.1k $3.0m $3.0m 0.01% Added +4.4k +4,388
86 Corebridge Financial, Inc. 0.02% of their portfolio HOUSTON, TX 79,36979.4k $3.0m $3.0m 0.02% Reduced -3.2k -3,249
87 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 75,83875.8k $2.9m $2.9m 0.00% Added +44.2k +44,177
88 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 75,18575.2k $2.9m $2.9m 0.00% Reduced -1.3k -1,344
89 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 73,75873.8k $2.8m $2.8m 0.01% Added +1.6k +1,580
90 Advisory Alpha, LLC 0.10% of their portfolio HOLLAND, MI 72,56972.6k $2.8m $2.8m 0.10% Unchanged
91 Pacer Advisors, Inc. 0.01% of their portfolio Malvern, PA 67,96268.0k $2.6m $2.6m 0.01% Reduced -28.8k -28,813
92 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 67,36467.4k $2.6m $2.6m 0.00% Added +142 +142
93 Amundi 0.00% of their portfolio Paris, I0 65,56965.6k $2.4m $2.4m 0.00% Added +28.5k +28,451
94 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 64,76364.8k $2.5m $2.5m 0.00% Reduced -51.4k -51,366
95 TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio STAMFORD, CT 62,90662.9k $2.4m $2.4m 0.03% Reduced -110.8k -110,826
96 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio LOS ANGELES, CA 62,61762.6k $2.4m $2.4m 0.01% Reduced -85.2k -85,202
97 FULLER & THALER ASSET MANAGEMENT, INC. 0.01% of their portfolio SAN MATEO, CA 62,24362.2k $2.4m $2.4m 0.01% Added +7.0k +6,990
98 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 60,20060.2k $2.3m $2.3m 0.03% Added +5.2k +5,184
99 INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio WEST PALM BEACH, FL 57,87857.9k $2.2m $2.2m 0.02% Added +34.5k +34,508
100 Edgestream Partners, L.P. 0.09% of their portfolio Princeton, NJ 56,63556.6k $2.1m $2.1m 0.09% Reduced -92.6k -92,586