National Storage Affiliates Trust (NSA) — Institutional Holders, Q2 2026 (page 4)
337 institutional investment managers reported a NSA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 337. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NSA 13F holders ranked 301–337 of 337
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Cornerstone Financial Management#301 · 99 sh | 99 | $4.4K | <0.01% | +560.0% |
| 302 | Pinnacle Wealth Planning Services#302 · 93 sh | 93 | $4.1K | — | +3.3% |
| 303 | Physician Wealth Advisors#303 · 83 sh | 83 | $3.7K | — | +151.5% |
| 304 | Smartleaf Asset Management#304 · 78 sh | 78 | $3.5K | <0.01% | 0.0% |
| 305 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#305 · 62 sh | 62 | $2.8K | 0.00% | -86.5% |
| 306 | FARMERS & MERCHANTS INVESTMENTS#306 · 57 sh | 57 | $2.5K | — | 0.0% |
| 307 | NBT BANK N A#307 · 48 sh | 48 | $2.1K | — | 0.0% |
| 308 | Rialto Wealth Management#308 · 42 sh | 42 | $1.9K | <0.01% | 0.0% |
| 309 | WPG Advisers#309 · 39 sh | 39 | $1.7K | — | +39.3% |
| 310 | Inspire Investing#310 · 36 sh | 36 | $1.6K | — | 0.0% |
| 311 | Essential Partners#311 · 34 sh | 34 | $1.5K | — | -24.4% |
| 312 | Clearstead Advisors#312 · 31 sh | 31 | $1.4K | 0.00% | +24.0% |
| 313 | Cornerstone Planning Group#313 · 28 sh | 28 | $1.1K | — | 0.0% |
| 314 | Bogart Wealth#314 · 23 sh | 23 | $1.0K | 0.00% | -45.2% |
| 315 | SouthState Bank#315 · 20 sh | 20 | $890.00 | 0.00% | 0.0% |
| 316 | CVA Family Office#316 · 20 sh | 20 | $889.00 | <0.01% | 0.0% |
| 317 | HIGHLINE WEALTH PARTNERS#317 · 19 sh | 19 | $845.00 | — | -92.4% |
| 318 | Kilter Group#318 · 18 sh | 18 | $801.00 | <0.01% | -43.8% |
| 319 | Provenance Wealth Advisors#319 · 18 sh | 18 | $800.00 | <0.01% | 0.0% |
| 320 | Keating Financial Advisory Services#320 · 15 sh | 15 | $667.00 | <0.01% | 0.0% |
| 321 | Stone House Investment Management#321 · 13 sh | 13 | $578.00 | — | New |
| 322 | Wilmington Savings Fund Society, FSB#322 · 10 sh | 10 | $445.00 | — | New |
| 323 | Cromwell#323 · 7 sh | 7 | $311.00 | <0.01% | 0.0% |
| 324 | Freestone Grove Partners#324 · 6 sh | 6 | $267.00 | 0.00% | New |
| 325 | Buck Wealth Strategies#325 · 5 sh | 5 | $222.00 | 0.00% | New |
| 326 | BARTLETT & WEALTH MANAGEMENT#326 · 4 sh | 4 | $178.00 | 0.00% | 0.0% |
| 327 | Hughes Financial Services#327 · 4 sh | 4 | $178.00 | 0.00% | +100.0% |
| 328 | Basecamp Wealth Advisors#328 · 4 sh | 4 | $178.00 | 0.00% | +100.0% |
| 329 | Transamerica Financial Advisors#329 · 4 sh | 4 | $177.00 | 0.00% | New |
| 330 | Dunhill Financial#330 · 3 sh | 3 | $173.00 | 0.00% | 0.0% |
| 331 | WHITTIER OF NEVADA#331 · 3 sh | 3 | $138.00 | 0.00% | 0.0% |
| 332 | SHP Wealth Management#332 · 3 sh | 3 | $133.00 | 0.00% | New |
| 333 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#333 · 2 sh | 2 | $89.00 | 0.00% | New |
| 334 | ASSETMARK#334 · 2 sh | 2 | $89.00 | — | 0.0% |
| 335 | Activest Wealth Management#335 · 0 sh | 0 | $0.00 | — | New |
| 336 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#336 · 84,488 sh | 84,488 | — | — | -2.7% |
| 337 | Quantum Portfolio Management#337 · 2,122 sh | 2,122 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.