Filing Research | NSA - NATIONAL STORAGE AFFILIATES TRUST Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	ABC ARBITRAGE SA	Shares	156.4KSH	$7.0M
2	Sound Income Strategies, LLC	Shares	139.1KSH	$6.2M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	70.0KSH	$3.1M
4	Oak Thistle LLC	Shares	48.1KSH	$2.1M
5	Police & Firemen's Retirement System of New Jersey	Shares	33.7KSH	$1.5M
6	Sequoia Financial Advisors, LLC	Shares	26.9KSH	$1.2M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.8KSH	$1.1M
8	Louisiana State Employees Retirement System	Shares	20.8KSH	$925.0K
9	XML Financial, LLC	Shares	20.1KSH	$891.6K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	19.6KSH	$870.9K
11	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	16.3KSH	$723.9K
12	JAMES INVESTMENT RESEARCH, INC.	Shares	13.3KSH	$593.5K
13	PEAK FINANCIAL ADVISORS LLC	Shares	11.8KSH	$527.0K
14	IFM Investors Pty Ltd	Shares	11.7KSH	$520.4K
15	Abel Hall, LLC	Shares	10.8KSH	$481.1K
16	Vanderbilt University	Shares	8.6KSH	$381.9K
17	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	7.7KSH	$343.9K
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	6.0KSH	$268.5K
19	Crossmark Global Holdings, Inc.	Shares	5.7KSH	$255.6K
20	Pacific Point Advisors, LLC	Shares	5.5KSH	$244.2K
21	SECURIAN ASSET MANAGEMENT, INC	Shares	5.3KSH	$234.4K
22	GAMMA Investing LLC	Shares	3.6KSH	$160.5K
23	Blue Trust, Inc.	Shares	3.6KSH	$158.3K
24	IFP Advisors, Inc	Shares	3.3KSH	$147.3K
25	Hilltop National Bank	Shares	3.0KSH	$133.4K
26	SIGNATUREFD, LLC	Shares	2.9KSH	$129.8K
27	Versant Capital Management, Inc	Shares	1.2KSH	$54.9K
28	HM PAYSON & CO	Shares	977SH	$43.4K
29	FIRST HORIZON CORP	Shares	861SH	$38.3K
30	1620 INVESTMENT ADVISORS, INC.	Shares	497SH	$22.1K
31	Farther Finance Advisors, LLC	Shares	464SH	$20.6K
32	ELEVATION WEALTH PARTNERS, LLC	Shares	432SH	$19.2K
33	MassMutual Private Wealth & Trust, FSB	Shares	346SH	$15.4K
34	EXCHANGE TRADED CONCEPTS, LLC	Shares	325SH	$14.5K
35	Mirae Asset Global Investments Co., Ltd.	Shares	294SH	$13.1K
36	LRI Investments, LLC	Shares	234SH	$10.4K
37	EverSource Wealth Advisors, LLC	Shares	195SH	$8.7K
38	Cedar Mountain Advisors, LLC	Shares	151SH	$6.7K
39	True Wealth Design, LLC	Shares	140SH	$6.2K
40	Fortitude Family Office, LLC	Shares	116SH	$5.2K
41	GODSEY & GIBB, INC	Shares	115SH	$5.1K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	100SH	$4.5K
43	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	100SH	$4.4K
44	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	89.8KSH	$4.0K
45	Physician Wealth Advisors, Inc.	Shares	83SH	$3.7K
46	FARMERS & MERCHANTS INVESTMENTS INC	Shares	57SH	$2.5K
47	State of Alaska, Department of Revenue	Shares	47.0KSH	$2.1K
48	AMALGAMATED BANK	Shares	31.4KSH	$1.4K
49	Handelsbanken Fonder AB	Shares	24.2KSH	$1.1K
50	Bogart Wealth, LLC	Shares	23SH	$1.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 60 loaded

#		Instrument
1	ABC ARBITRAGE SA added	Shares	+47.9K	+$2.9M	$7.0M
2	Oak Thistle LLC new	Shares	+48.1K	+$2.1M	$2.1M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+20.3K	+$1.2M	$3.1M
4	Sequoia Financial Advisors, LLC added	Shares	+5.9K	+$404.1K	$1.2M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.5K	+$388.1K	$1.1M
6	Vanderbilt University new	Shares	+8.6K	+$381.9K	$381.9K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.6K	+$285.9K	$1.5M
8	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+6.0K	+$268.5K	$268.5K
9	Sound Income Strategies, LLC trimmed	Shares	-15.9K	+$215.8K	$6.2M
10	Louisiana State Employees Retirement System added	Shares	+300	+$151.3K	$925.0K
11	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$109.6K	$723.9K
12	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$89.8K	$593.5K
13	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.2K	+$87.5K	$870.9K
14	IFM Investors Pty Ltd added	Shares	+229	+$87.4K	$520.4K
15	Blue Trust, Inc. added	Shares	+1.6K	+$83.2K	$158.3K
16	XML Financial, LLC trimmed	Shares	-1.6K	+$74.6K	$891.6K
17	Abel Hall, LLC added	Shares	+3	+$72.9K	$481.1K
18	GAMMA Investing LLC added	Shares	+665	+$49.4K	$160.5K
19	SECURIAN ASSET MANAGEMENT, INC added	Shares	+125	+$40.3K	$234.4K
20	Pacific Point Advisors, LLC added	Shares	+84	+$40.1K	$244.2K
21	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$38.7K	$255.6K
22	Versant Capital Management, Inc added	Shares	+774	+$37.5K	$54.9K
23	SIGNATUREFD, LLC added	Shares	+451	+$36.7K	$129.8K
24	FIRST HORIZON CORP added	Shares	+784	+$35.4K	$38.3K
25	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-582	+$30.1K	$343.9K
26	Hilltop National Bank unchanged	Shares	0	+$20.2K	$133.4K
27	ELEVATION WEALTH PARTNERS, LLC added	Shares	+120	+$7.4K	$19.2K
28	HM PAYSON & CO unchanged	Shares	0	+$6.6K	$43.4K
29	True Wealth Design, LLC new	Shares	+140	+$6.2K	$6.2K
30	HAGER INVESTMENT MANAGEMENT SERVICES, LLC new	Shares	+100	+$4.4K	$4.4K
31	EverSource Wealth Advisors, LLC added	Shares	+33	+$2.6K	$8.7K
32	Physician Wealth Advisors, Inc. added	Shares	+50	+$2.4K	$3.7K
33	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$2.3K	$15.4K
34	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-40	+$1.8K	$22.1K
35	LRI Investments, LLC unchanged	Shares	0	+$1.6K	$10.4K
36	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$1.0K	$6.7K
37	GODSEY & GIBB, INC unchanged	Shares	0	+$774	$5.1K
38	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$670	$4.5K
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+665	+$630	$4.0K
40	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$384	$2.5K
41	State of Alaska, Department of Revenue trimmed	Shares	-98	+$313	$2.1K
42	Handelsbanken Fonder AB added	Shares	+1.4K	+$216	$1.1K
43	AMALGAMATED BANK trimmed	Shares	-382	+$197	$1.4K
44	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$121	$800
45	Hughes Financial Services, LLC added	Shares	+2	+$103	$178
46	Cromwell Holdings LLC unchanged	Shares	0	+$47	$311
47	Pensionfund PDN unchanged	Shares	0	+$36	$236
48	Pensionfund Sabic unchanged	Shares	0	+$18	$116
49	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$12	$178
50	Activest Wealth Management new	Shares	0	$0	$0

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