National Storage Affiliates Trust Ownership | Who Owns National Storage Affiliates Trust?
National Storage Affiliates Trust Ownership Summary
National Storage Affiliates Trust is owned by 88.82% institutional investors, 8.99% insiders, and 2.20% retail investors. Vanguard group is the largest institutional shareholder, holding 12.34% of NSA shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.68% of its assets in National Storage Affiliates Trust shares.
NSA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Storage Affiliates Trust | 88.82% | 8.99% | 2.20% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Industrial REIT Stocks | 83.42% | 3.37% | 13.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 9.90M | 12.34% | $407.96M |
| Blackrock | 8.18M | 10.20% | $337.32M |
| Wasatch advisors lp | 6.90M | 8.59% | $284.23M |
| State street | 3.78M | 4.72% | $156.01M |
| Thrivent financial for lutherans | 2.51M | 3.13% | $103.67M |
| Jennison associates | 1.54M | 1.92% | $63.63M |
| Geode capital management | 1.33M | 1.66% | $54.77M |
| Fmr | 1.31M | 1.63% | $53.82M |
| Massachusetts financial services co /ma/ | 1.24M | 1.55% | $51.11M |
| Dimensional fund advisors lp | 1.07M | 1.33% | $44.00M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| D. scott neal | 277.18K | 6.36% | $11.43M |
| Qsv equity investors | 47.99K | 2.06% | $1.98M |
| Castellan group | 89.62K | 1.76% | $3.69M |
| Wasatch advisors lp | 6.90M | 1.52% | $284.23M |
| Gillson capital lp | 294.90K | 1.17% | $12.16M |
| Anchor capital advisors | 980.08K | 1.14% | $40.40M |
| Heartland advisors | 473.54K | 1.09% | $19.52M |
| Long pond capital, lp | 392.97K | 0.87% | $16.20M |
| Leeward investments, llc - ma | 414.73K | 0.79% | $17.10M |
| Cincinnati insurance | 893.65K | 0.61% | $36.84M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 618.10K | 0.00% | 618.10K |
| Long pond capital, lp | 392.97K | 0.87% | 392.97K |
| Jane street group | 381.55K | 0.00% | 370.75K |
| Northern trust | 872.73K | 0.01% | 346.40K |
| Wasatch advisors lp | 6.90M | 1.52% | 331.93K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 39.54K | 0.00% | -1.03M |
| Balyasny asset management | - | - | -988.34K |
| Vanguard group | 9.90M | 0.01% | -971.73K |
| Blackrock | 8.18M | 0.01% | -739.01K |
| B&i capital | - | - | -480.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 618.10K | 0.00% | 618.10K | $25.48M |
| Long pond capital, lp | 392.97K | 0.87% | 392.97K | $16.20M |
| Gillson capital lp | 294.90K | 1.17% | 294.90K | $12.16M |
| Corebridge financial | 88.17K | 0.02% | 88.17K | $3.63M |
| Man group | 76.70K | 0.01% | 76.70K | $3.16M |
Sold Out
| Holder | Change |
|---|---|
| Johnson financial group | -15.00 |
| Sunbelt securities | -21.00 |
| Innealta capital | -26.00 |
| Opal wealth advisors | -27.00 |
| Ancora advisors | -30.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 346 | -3.35% | 67,288,119 | -0.07% | 88 | 1.11% | 142 | -16.47% | 141 | 0.71% |
| Jun 30, 2024 | 350 | 8.02% | 67,238,973 | -0.65% | 83 | 1.38% | 166 | 10.67% | 137 | 13.22% |
| Mar 31, 2024 | 324 | 4.52% | 67,677,260 | -6.06% | 77 | 3.21% | 150 | 17.19% | 121 | -14.18% |
| Dec 31, 2023 | 310 | 3.68% | 72,046,037 | 0.18% | 49 | 0.74% | 128 | -16.34% | 141 | 31.78% |
| Sep 30, 2023 | 299 | -11.54% | 71,915,668 | -4.83% | 81 | 1.14% | 153 | -8.38% | 107 | -17.05% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 2.80M | 3.68% | -198.00 |
| Wasatch Core Growth | 2.42M | 3.18% | -513.68K |
| iShares Core S&P Mid-Cap ETF | 2.20M | 2.88% | 1.18K |
| Vanguard Total Stock Mkt Idx Inv | 2.15M | 2.82% | -10.96K |
| American Funds SMALLCAP World A | 1.83M | 2.41% | 1.83M |
| Vanguard Small Cap Index | 1.71M | 2.25% | 3.35K |
| Fidelity Small Cap Value Fund | 1.49M | 1.95% | 75.00K |
| Thrivent Small Cap Stock A | 1.38M | 1.81% | 7.04K |
| Wasatch Small Cap Value | 1.06M | 1.39% | 121.03K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.04M | 1.37% | -3.67K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 01, 2024 | Van Mourick Mark | - | Buy | - |
| Jul 01, 2024 | Nordhagen Arlen Dale | Vice Chairperson | Buy | - |
| Jun 07, 2024 | Meisinger Chad LeRoy | - | Buy | $694.60K |
| Dec 11, 2023 | Nordhagen Arlen Dale | Vice Chairperson | Buy | $237.25K |
| Dec 05, 2023 | Nordhagen Arlen Dale | Vice Chairperson | Buy | $359.20K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 2 | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 3 | - |
NSA Ownership FAQ
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