We are live on ! Find out more
NSA icon

National Storage Affiliates Trust

318 hedge funds and large institutions have $2.72B invested in National Storage Affiliates Trust in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 121 increasing their positions, 105 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 47

15% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 105

1% more funds holding

Funds holding: 314318 (+4)

2.26% less ownership

Funds ownership: 86.47%84.22% (-2.3%)

17% less capital invested

Capital invested by funds: $3.28B → $2.72B (-$557M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

69% less call options, than puts

Call options by funds: $379K | Put options by funds: $1.23M

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
56
Increased
121
Reduced
105
Closed
47
Calls
$379K
Puts
$1.23M
Net Calls
-$849K
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
226
Atria Wealth Solutions
New York
$313K +$15.6K +400 +5%
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$299K -$1.24M -31,798 -79%
FC
228
FORA Capital
Florida
$291K -$128K -3,284 -29%
VPIM
229
Vanguard Personalized Indexing Management
California
$291K +$2.93K +75 +0.9%
Westfield Capital Management
230
Westfield Capital Management
Massachusetts
$284K
NMIMC
231
Northwestern Mutual Investment Management Company
Wisconsin
$282K -$176K -4,505 -37%
SAM
232
Securian Asset Management
Minnesota
$278K -$3.91K -100 -1%
Prudential Financial
233
Prudential Financial
New Jersey
$274K -$1M -25,591 -77%
JMPWA
234
JP Morgan Private Wealth Advisors
California
$263K -$8.56K -219 -3%
EAM
235
Erste Asset Management
Austria
$261K +$285K +7,300 New
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$260K -$469 -12 -0.2%
FRM
237
Fox Run Management
Connecticut
$255K +$276K +7,047 New
IWC
238
Integrated Wealth Concepts
Massachusetts
$251K +$1.41K +36 +0.5%
TRCT
239
Tower Research Capital (TRC)
New York
$250K -$177K -4,516 -39%
MSRPS
240
Maryland State Retirement & Pension System
Maryland
$236K +$255K +6,533 New
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$233K +$51.3K +1,311 +26%
WT
242
Whittier Trust
California
$230K -$41.3K -1,055 -14%
COCM
243
Charter Oak Capital Management
New Hampshire
$226K +$244K +6,248 New
V
244
Veritable
Delaware
$225K -$3.91K -100 -2%
WVP
245
Worth Venture Partners
New Jersey
$184K +$199K +5,100 New
AssetMark Inc
246
AssetMark Inc
California
$136K -$374K -9,574 -72%
Loomis, Sayles & Company
247
Loomis, Sayles & Company
Massachusetts
$126K +$136K +3,465 +13,860%
US Bancorp
248
US Bancorp
Minnesota
$119K +$73.8K +1,886 +134%
WAM
249
Worth Asset Management
Texas
$114K +$123K +3,154 New
PMEF
250
Point72 Middle East FZE
United Arab Emirates
$108K +$117K +2,986 New

NSA Hedge Fund Activity: Q4 2022 in Review

318 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2022, worth a combined $2.72B — down 17% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NSA positions and 47 closed out — a net gain of 9 holders — while 121 added to existing stakes and 105 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $38.7M. The largest seller was Nuveen, cutting an estimated $39.7M.

  • 318 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2022, up from 314 in Q3 2022.
  • Funds reported $2.72B of National Storage Affiliates Trust stock for Q4 2022, down 17% quarter-over-quarter.
  • 56 funds opened new National Storage Affiliates Trust positions in Q4 2022 and 47 closed out, a net change of +9 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2022 was Balyasny Asset Management, an estimated $38.7M added.
  • The largest National Storage Affiliates Trust seller in Q4 2022 was Nuveen, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2022.