National Storage Affiliates Trust (NSA) Ownership

42.51 ↑1.52 (3.70%)

As of February 2, 2023, 3:57pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of National Storage Affiliates Trust (NSA), owning a total of 13.2 million shares. Combined, the top 24 institutional holders of NSA own 61.68% of the company with a total of 56 million shares.

In the latest ownership report on September 30th 2022, the top 24 institutional holders increased their combined ownership of NSA by 2.4 million shares. 12 institutions bought 3,866,446 total additional shares and increased their ownership by an average of 49.49%. However 9 institutions sold 1,502,740 total shares and decreased their ownership by an average of 5.74%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of National Storage Affiliates Trust increased by a net total of 2,363,706 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.499%	-0.216%	13,174,463	-28,485	2022-09-30
BlackRock Inc	10.845%	-5.494%	9,854,673	-572,929	2022-09-30
State Street Corporation	5.031%	0.652%	4,571,757	29,592	2022-09-30
Wasatch Advisors Inc.	3.255%	27.653%	2,957,170	640,591	2022-09-30
Amvescap Plc.	2.495%	-21.108%	2,267,381	-606,647	2022-09-30
Thrivent Financial For Lutherans	2.245%	6.624%	2,039,540	126,706	2022-09-30
Nuveen Asset Management, LLC	2.165%	1.438%	1,966,883	27,884	2022-09-30
Goldman Sachs Group Inc	2.160%	122.452%	1,962,272	1,080,163	2022-09-30
AllianceBernstein L.P.	1.479%	2.024%	1,343,893	26,662	2022-09-30
Jennison Associates LLC	1.453%	-0.359%	1,319,805	-4,751	2022-09-30
Geode Capital Management, LLC	1.442%	-0.210%	1,310,427	-2,752	2022-09-30
FMR Inc	1.435%	281.017%	1,303,994	961,754	2022-09-30
Macquarie Group Ltd	1.395%	-1.127%	1,267,271	-14,448	2022-09-30
Dimensional Fund Advisors, Inc.	1.328%	2.396%	1,206,951	28,237	2022-09-30
Zimmer Partners LP	1.183%	34.375%	1,075,000	275,000	2022-09-30
Massachusetts Financial Services Company	1.174%	5.035%	1,066,341	51,116	2022-09-30
Charles Schwab Investment Management Inc	1.137%	-7.311%	1,032,877	-81,474	2022-09-30
Millennium Management LLC	1.129%	-15.566%	1,025,720	-189,096	2022-09-30
TimesSquare Capital Management, LLC	1.125%	96.219%	1,021,910	501,110	2022-09-30
Morgan Stanley - Brokerage Accounts	1.054%	13.998%	957,957	117,631	2022-09-30
Bank of New York Mellon Corp	0.989%	-0.240%	898,585	-2,158	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.499%	-0.216%	13,174,463	-28,485	2022-09-30
BlackRock Inc	10.845%	-5.494%	9,854,673	-572,929	2022-09-30
State Street Corporation	5.031%	0.652%	4,571,757	29,592	2022-09-30
Wasatch Advisors Inc.	3.255%	27.653%	2,957,170	640,591	2022-09-30
Amvescap Plc.	2.495%	-21.108%	2,267,381	-606,647	2022-09-30
Thrivent Financial For Lutherans	2.245%	6.624%	2,039,540	126,706	2022-09-30
Nuveen Asset Management, LLC	2.165%	1.438%	1,966,883	27,884	2022-09-30
Goldman Sachs Group Inc	2.160%	122.452%	1,962,272	1,080,163	2022-09-30
AllianceBernstein L.P.	1.479%	2.024%	1,343,893	26,662	2022-09-30
Jennison Associates LLC	1.453%	-0.359%	1,319,805	-4,751	2022-09-30
Geode Capital Management, LLC	1.442%	-0.210%	1,310,427	-2,752	2022-09-30
FMR Inc	1.435%	281.017%	1,303,994	961,754	2022-09-30
Macquarie Group Ltd	1.395%	-1.127%	1,267,271	-14,448	2022-09-30
Dimensional Fund Advisors, Inc.	1.328%	2.396%	1,206,951	28,237	2022-09-30
Zimmer Partners LP	1.183%	34.375%	1,075,000	275,000	2022-09-30
Massachusetts Financial Services Company	1.174%	5.035%	1,066,341	51,116	2022-09-30
Charles Schwab Investment Management Inc	1.137%	-7.311%	1,032,877	-81,474	2022-09-30
Millennium Management LLC	1.129%	-15.566%	1,025,720	-189,096	2022-09-30
TimesSquare Capital Management, LLC	1.125%	96.219%	1,021,910	501,110	2022-09-30
Morgan Stanley - Brokerage Accounts	1.054%	13.998%	957,957	117,631	2022-09-30
Bank of New York Mellon Corp	0.989%	-0.240%	898,585	-2,158	2022-09-30
Renaissance Technologies Corp	0.924%	8.763%	839,202	67,616	2022-06-30
Northern Trust Corp	0.873%	-35.371%	793,554	-434,310	2022-06-30
Lord, Abbett & Co LLC	0.863%	0.158%	784,310	1,236	2022-06-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of National Storage Affiliates Trust (NSA), owning a total of 3.9 million shares. Combined, the top 22 mutual fund holders of NSA own 30.54% of the company with a total of 27.7 million shares.

In the latest ownership report on December 31st 2022, the top 22 fund holders increased their combined ownership of NSA by 84 thousand shares. 4 funds bought 64,441 total additional shares and increased their ownership by an average of 2.46%. However 4 funds sold 148,279 total shares and decreased their ownership by an average of 2.16%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding National Storage Affiliates Trust decreased by a net total of -83,838 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.283%	-1.098%	3,891,855	-43,206	2022-12-31
Vanguard Total Stock Mkt Idx Inv	2.895%	0.412%	2,630,659	10,798	2022-12-31
Vanguard Small Cap Index	2.448%	-1.292%	2,224,175	-29,111	2022-12-31
Vanguard Small Cap Growth Index Inv	1.415%	-1.908%	1,285,834	-25,014	2022-12-31
Vanguard Extended Market Index Investor	1.235%	-4.344%	1,121,869	-50,948	2022-12-31
SPDR® S&P MIDCAP 400 ETF Trust	0.831%	0.982%	755,425	7,343	2022-12-31
Jennison SMid Cap Core Equity	0.650%	7.666%	590,446	42,041	2022-12-31
PGIM Jennison Small Company A	0.650%	0.000%	590,446	0	2022-12-31
Vanguard Real Estate II Index	0.607%	0.778%	551,845	4,259	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.283%	-1.098%	3,891,855	-43,206	2022-12-31
Vanguard Total Stock Mkt Idx Inv	2.895%	0.412%	2,630,659	10,798	2022-12-31
iShares Core S&P Mid-Cap ETF	2.871%	-0.038%	2,608,629	-994	2022-12-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.850%	1.360%	2,589,935	34,761	2022-09-30
Vanguard Small Cap Index	2.448%	-1.292%	2,224,175	-29,111	2022-12-31
Vanguard Small Cap Growth Index Inv	1.415%	-1.908%	1,285,834	-25,014	2022-12-31
Vanguard Extended Market Index Investor	1.235%	-4.344%	1,121,869	-50,948	2022-12-31
Fidelity® Small Cap Value	1.097%	0.000%	996,400	0	2022-10-31
Delaware Small Cap Core I	1.050%	0.000%	953,802	0	2022-11-30
Macquarie US Small Cap Core Equity	1.050%	0.000%	953,802	0	2022-09-30
Wasatch Core Growth	1.023%	16.349%	929,366	130,594	2022-09-30
Invesco OFI Small Cap Growth	0.969%	-13.211%	880,331	-134,003	2022-09-30
TIAA-CREF Real Estate Sec Instl	0.880%	0.000%	800,000	0	2022-11-30
Wasatch Small Cap Value	0.854%	48.862%	776,143	254,759	2022-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.831%	0.982%	755,425	7,343	2022-12-31
Invesco Discovery A	0.794%	-18.091%	721,072	-159,259	2022-10-31
MFS New Discovery Value I	0.783%	0.000%	711,840	0	2022-11-30
DFA Real Estate Securities I	0.655%	0.000%	595,416	0	2022-11-30
iShares S&P Mid-Cap 400 Growth ETF	0.650%	-0.269%	590,585	-1,591	2022-11-30
Jennison SMid Cap Core Equity	0.650%	7.666%	590,446	42,041	2022-12-31
PGIM Jennison Small Company A	0.650%	0.000%	590,446	0	2022-12-31
Vanguard Real Estate II Index	0.607%	0.778%	551,845	4,259	2022-12-31