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National Storage Affiliates Trust

304 hedge funds and large institutions have $3.14B invested in National Storage Affiliates Trust in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

45% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $1.34M

22% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 106

16% more capital invested

Capital invested by funds: $2.72B → $3.14B (+$424M)

0.59% less ownership

Funds ownership: 84.22%83.63% (-0.59%)

4% less funds holding

Funds holding: 318304 (-14)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

Holders
304
Holders Change
-14
Holders Change %
-4.4%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
129
Reduced
106
Closed
47
Calls
$1.94M
Puts
$1.34M
Net Calls
+$597K
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
226
Virtus ETF Advisers
New York
$339K -$65.5K -1,619 -17%
Westfield Capital Management
227
Westfield Capital Management
Massachusetts
$328K
SAM
228
Securian Asset Management
Minnesota
$321K
Mariner
229
Mariner
Kansas
$321K -$242K -5,978 -44%
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$300K
AWS
231
Atria Wealth Solutions
New York
$299K -$61.7K -1,525 -18%
IWC
232
Integrated Wealth Concepts
Massachusetts
$292K +$1.17K +29 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
233
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$284K -$5.95M -147,214 -96%
MSRPS
234
Maryland State Retirement & Pension System
Maryland
$273K
WVP
235
Worth Venture Partners
New Jersey
$267K +$52.6K +1,300 +25%
WT
236
Whittier Trust
California
$266K
COCM
237
Charter Oak Capital Management
New Hampshire
$261K
VI
238
Vestcor Inc
New Brunswick, Canada
$233K -$381K -9,414 -63%
KFP
239
KMG Fiduciary Partners
Ohio
$230K +$223K +5,501 New
RJT
240
Raymond James Trust
Florida
$229K +$222K +5,493 New
SCM
241
Stevens Capital Management
Pennsylvania
$225K +$218K +5,397 New
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$224K +$217K +5,363 New
VF
243
Virtu Financial
New York
$216K +$209K +5,166 New
QCM
244
Quantinno Capital Management
New York
$216K +$209K +5,167 New
RG
245
Renaissance Group
Kentucky
$215K +$208K +5,151 New
ProShare Advisors
246
ProShare Advisors
Maryland
$210K -$443K -10,943 -69%
XT
247
XTX Topco
Cayman Islands
$204K +$198K +4,888 New
TRCT
248
Tower Research Capital (TRC)
New York
$142K -$142K -3,510 -51%
WAM
249
Worth Asset Management
Texas
$134K +$2.35K +58 +2%
US Bancorp
250
US Bancorp
Minnesota
$133K -$3.96K -98 -3%

NSA Hedge Fund Activity: Q1 2023 in Review

304 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2023, worth a combined $3.14B — up 16% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of NSA and 37 opened new positions — a net loss of 10 holders — while 106 trimmed existing stakes and 129 added.

The largest buyer was UBS AM, opening a new position worth an estimated $17.8M. The largest seller was Balyasny Asset Management, cutting an estimated $38M.

  • 304 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2023, down from 318 in Q4 2022.
  • Funds reported $3.14B of National Storage Affiliates Trust stock for Q1 2023, up 16% quarter-over-quarter.
  • 37 funds opened new National Storage Affiliates Trust positions in Q1 2023 and 47 closed out, a net change of -10 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2023 was UBS AM, an estimated $17.8M added.
  • The largest National Storage Affiliates Trust seller in Q1 2023 was Balyasny Asset Management, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2023.