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National Storage Affiliates Trust

253 hedge funds and large institutions have $3.22B invested in National Storage Affiliates Trust in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 98 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $3M | Put options by funds: $374K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

29% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 76

27% more capital invested

Capital invested by funds: $2.53B → $3.22B (+$687M)

10% more funds holding

Funds holding: 229253 (+24)

5.61% less ownership

Funds ownership: 89.02%83.42% (-5.6%)

Holders
253
Holders Change
+24
Holders Change %
+10.48%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
98
Reduced
76
Closed
25
Calls
$3M
Puts
$374K
Net Calls
+$2.62M
Net Calls Change
+$236K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$36K
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$35K -$147K -3,211 -82%
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$31K +$22.8K +499 +462%
Mitsubishi UFJ Trust & Banking
229
Mitsubishi UFJ Trust & Banking
Japan
$24K +$21.6K +471 New
AF
230
Advisornet Financial
Minnesota
$20K
S
231
SignatureFD
Georgia
$20K +$5.26K +115 +41%
US Bancorp
232
US Bancorp
Minnesota
$18K -$65.8K -1,438 -80%
Fidelity Investments
233
Fidelity Investments
Massachusetts
$18K +$1.14K +25 +8%
Loomis, Sayles & Company
234
Loomis, Sayles & Company
Massachusetts
$16K +$7K +153 +96%
CT
235
Caldwell Trust
Florida
$15.2K
CFA
236
Carroll Financial Associates
North Carolina
$13K
ST
237
Sageworth Trust
Pennsylvania
$13K +$11.4K +250 New
APA
238
American Portfolios Advisors
New York
$10.1K
RIA
239
RPG Investment Advisory
California
$10K
AIG
240
American International Group
New York
$8.14K +$5.31M +116,100 +259%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$8K
FPS
242
Fieldpoint Private Securities
Connecticut
$6K
QCG
243
Quadrant Capital Group
Ohio
$6K
LC
244
Lindbrook Capital
California
$5K
PCG
245
Private Capital Group
Connecticut
$4K +$3.25K +71 New
TWA
246
TCI Wealth Advisors
Arizona
$3K +$412 +9 +15%
Nisa Investment Advisors
247
Nisa Investment Advisors
Missouri
$1.8K -$56.5K -1,235 -3%
CIA
248
Cascade Investment Advisors
Oregon
$1.01K
VCM
249
Versant Capital Management
Arizona
$1K -$22.1K -483 -97%
TFO
250
Tarbox Family Office
California
$1K

NSA Hedge Fund Activity: Q2 2021 in Review

253 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2021, worth a combined $3.22B — up 27% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NSA positions and 25 closed out — a net gain of 25 holders — while 98 added to existing stakes and 76 trimmed.

The largest buyer was American Assets Capital Advisers, opening a new position worth an estimated $24.1M. The largest seller was BlackRock, cutting an estimated $122M.

  • 253 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2021, up from 229 in Q1 2021.
  • Funds reported $3.22B of National Storage Affiliates Trust stock for Q2 2021, up 27% quarter-over-quarter.
  • 50 funds opened new National Storage Affiliates Trust positions in Q2 2021 and 25 closed out, a net change of +25 holders.
  • The largest National Storage Affiliates Trust buyer in Q2 2021 was American Assets Capital Advisers, an estimated $24.1M added.
  • The largest National Storage Affiliates Trust seller in Q2 2021 was BlackRock, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2021.