Fund shareholders of National Storage Affiliates Trust
ISIN US6378701063 · United States · LEI 529900FS06O8GOYNR108
- Fund shareholders
- 265
- Of which ETFs
- 69 196 other funds
- Value held
- 958.6M $ 44.2M SEK · 7.7K €
- Share of capital
- 32.3 % of 77.2M shares on May 1, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| ProShares Ultra MidCap400 ProShares Trust | 2,360 | 82.6K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 | 2,344 | 99.8K $ | 0.80 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 2,270 | 96.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 2,247 | 84.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,200 | 77K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 2,145 | 91.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST | 2,143 | 75K $ | 0.10 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,046 | 77.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,955 | 73.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 1,736 | 65.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,699 | 64.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,618 | 61.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 1,606 | 60.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 1,555 | 54.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 1,551 | 58.5K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 1,498 | 56.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 1,492 | 63.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| 1290 VT Real Estate Portfolio EQ Advisors Trust | 1,443 | 54.5K $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 1,439 | 54.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III | 1,419 | 60.4K $ | 0.20 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 1,400 | 52.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,363 | 47.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,352 | 57.5K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| S&P MidCap Index Fund SHELTON FUNDS | 1,276 | 44.7K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 1,172 | 49.9K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,166 | 44K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,166 | 44K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | 1,090 | 41.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 1,062 | 45.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 1,032 | 36.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,000 | 35K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 891 | 37.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 750 | 31.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Real Estate Fund Rydex Variable Trust | 738 | 27.9K $ | 0.81 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 723 | 27.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 711 | 30.3K $ | 0.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 651 | 24.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 567 | 24.1K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 557 | 19.5K $ | 0.01 % | 0.00 % | as of Feb 27, 2026 ↗ |
| iShares Environmentally Aware Real Estate ETF iShares Trust | 513 | 21.8K $ | 0.16 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 434 | 16.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 431 | 16.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 424 | 14.8K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 423 | 16K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 411 | 15.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Real Estate Fund Rydex Series Funds | 404 | 15.2K $ | 0.79 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 383 | 16.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 374 | 14.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 335 | 14.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 290 | 12.3K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP MIDCAP GROWTH ProFunds | 278 | 10.5K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 258 | 9.7K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 216 | 9.2K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 199 | 7.5K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 147 | 5.5K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 136 | 5.8K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 83 | 3.5K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 59 | 2.5K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 59 | 2.2K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 57 | 2.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 56 | 2.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 49 | 1.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 26 | 981.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 11 | 385.2 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ALCESTIS INVESTMENT, SICAV, S.A. A&G FONDOS, SGIIC, SA | 7.7K € | 0.01 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II | 3.56 % | as of Feb 28, 2026 ↗ |
| Nuveen Short-Term REIT ETF NuShares ETF Trust | 2.71 % | as of Mar 31, 2026 ↗ |
| ALPS REIT Dividend Dogs ETF ALPS ETF TRUST | 2.43 % | as of Feb 28, 2026 ↗ |
| HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 2.11 % | as of Apr 30, 2026 ↗ |
| FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust | 1.89 % | as of Mar 31, 2026 ↗ |
| DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | 1.88 % | as of Mar 31, 2026 ↗ |
| Hoya Capital High Dividend Yield ETF ETF Series Solutions | 1.73 % | as of Feb 28, 2026 ↗ |
| Baird Small/Mid Cap Growth Fund Baird Funds Inc | 1.71 % | as of Mar 31, 2026 ↗ |
| Real Estate Securities Fund John Hancock Funds II | 1.51 % | as of Feb 28, 2026 ↗ |
| NVIT Real Estate Fund Nationwide Variable Insurance Trust | 1.26 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 262 | -10 | 24,834,806 | -4.2 % |
| 2026Q1 | 272 | +4 | 25,915,135 | -0.1 % |
| 2025Q4 | 268 | -22 | 25,950,109 | -11.4 % |
| 2025Q3 | 290 | -22 | 29,297,285 | -14.1 % |
| 2025Q2 | 312 | +10 | 34,092,697 | -1.1 % |
| 2025Q1 | 302 | -15 | 34,464,664 | +0.7 % |
| 2024Q4 | 317 | +2 | 34,211,525 | +2.0 % |
| 2024Q3 | 315 | +6 | 33,537,629 | -3.3 % |
| 2024Q2 | 309 | +1 | 34,675,448 | +13.6 % |
| 2024Q1 | 308 | -3 | 30,512,966 | -12.6 % |
| 2023Q4 | 311 | 34,905,724 |
Institutional managers
323 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 8,813,336 | 332.6M $ | as of Mar 31, 2026 |
| COHEN & STEERS, INC. | 4,494,564 | 169.6K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,576,839 | 135M $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 3,400,100 | 128.3M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 2,835,089 | 107M $ | as of Mar 31, 2026 |
| First Trust Capital Management L.P. | 1,814,200 | 68.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,490,229 | 56.3M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 1,422,166 | 53.7M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 1,320,159 | 37.2M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 1,274,412 | 48.1M $ | as of Mar 31, 2026 |
| Magnetar Financial LLC | 1,228,472 | 46.4M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 1,201,563 | 45.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,182,504 | 44.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,156,127 | 43.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,059,479 | 40M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 1,031,522 | 38.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,002,704 | 37.8M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 956,756 | 36.1M $ | as of Mar 31, 2026 |
| CINCINNATI INSURANCE CO | 893,654 | 33.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 856,436 | 32.3M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 777,982 | 29.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 750,154 | 28.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 744,159 | 28.1M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 717,520 | 27.1M $ | as of Mar 31, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 701,210 | 26.5M $ | as of Mar 31, 2026 |
Declared shareholders of National Storage Affiliates Trust
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 7.79 % | 6,012,296 | as of Mar 31, 2026 · SCHEDULE 13G |
| Cohen & Steers, Inc. and 4 others | 5.97 % | 4,603,853 | as of Mar 31, 2026 · SCHEDULE 13G |
| PRUDENTIAL FINANCIAL INC | 1.80 % | 1,389,580 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of National Storage Affiliates Trust". https://titelia.com/en/stocks/national-storage-affiliates-trust-US6378701063