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National Storage Affiliates Trust

282 hedge funds and large institutions have $3.98B invested in National Storage Affiliates Trust in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 9

137% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 62

24% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $3.72M

24% more capital invested

Capital invested by funds: $3.22B → $3.98B (+$761M)

11% more funds holding

Funds holding: 253282 (+29)

1.7% more ownership

Funds ownership: 83.42%85.12% (+1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
282
Holders Change
+29
Holders Change %
+11.46%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
147
Reduced
62
Closed
9
Calls
$4.62M
Puts
$3.72M
Net Calls
+$902K
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
6M
226
6 Meridian
Kansas
$211K -$76.9K -1,397 -26%
V
227
Veritable
Delaware
$211K
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$210K +$185K +3,359 +553%
QT
229
Quantamental Technologies
New York
$208K -$280K -5,088 -56%
MPM
230
Meritage Portfolio Management
Kansas
$207K -$1.68M -30,571 -89%
SCM
231
Shelton Capital Management
Colorado
$202K +$211K +3,823 New
RJT
232
Raymond James Trust
Florida
$200K -$18.2K -330 -8%
VanEck Associates
233
VanEck Associates
New York
$200K +$52.7K +957 +34%
HFM
234
Harvest Fund Management
China
$199K -$91.9K -1,669 -31%
Robeco Institutional Asset Management
235
Robeco Institutional Asset Management
Netherlands
$192K +$200K +3,628 New
QT
236
Quantbot Technologies
New York
$163K +$171K +3,099 New
Loomis, Sayles & Company
237
Loomis, Sayles & Company
Massachusetts
$160K +$149K +2,712 +866%
ED
238
Exane Derivatives
France
$155K -$3.69K -67 -2%
UFF
239
USA Financial Formulas
Michigan
$147K +$154K +2,791 New
PHK
240
Point72 Hong Kong
Hong Kong
$123K +$128K +2,333 New
SPIA
241
Steward Partners Investment Advisory
New York
$84K
CWC
242
Carolinas Wealth Consulting
North Carolina
$63K +$496 +9 +0.8%
GWM
243
Geneos Wealth Management
Colorado
$52K
DWP
244
Destiny Wealth Partners
Florida
$51K +$53K +962 New
HIA
245
Harbor Investment Advisory
Maryland
$48K
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$45K +$8.7K +158 +23%
AAM
247
Advisors Asset Management
Colorado
$39K -$144K -2,619 -78%
GRP
248
Global Retirement Partners
California
$37K
S
249
SignatureFD
Georgia
$34K +$13.9K +253 +64%
Fidelity Investments
250
Fidelity Investments
Massachusetts
$31K +$12.8K +232 +66%

NSA Hedge Fund Activity: Q3 2021 in Review

282 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2021, worth a combined $3.98B — up 24% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NSA positions and 9 closed out — a net gain of 31 holders — while 147 added to existing stakes and 62 trimmed.

The largest buyer was Vanguard Group, adding an estimated $159M. The largest seller was Wasatch Advisors, cutting an estimated $47.5M.

  • 282 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2021, up from 253 in Q2 2021.
  • Funds reported $3.98B of National Storage Affiliates Trust stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new National Storage Affiliates Trust positions in Q3 2021 and 9 closed out, a net change of +31 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2021 was Vanguard Group, an estimated $159M added.
  • The largest National Storage Affiliates Trust seller in Q3 2021 was Wasatch Advisors, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2021.