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National Storage Affiliates Trust

299 hedge funds and large institutions have $2.32B invested in National Storage Affiliates Trust in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $2.02M

10% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 109

4.02% less ownership

Funds ownership: 86.08%82.06% (-4%)

10% less funds holding

Funds holding: 334299 (-35)

12% less capital invested

Capital invested by funds: $2.65B → $2.32B (-$327M)

48% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 66

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
299
Holders Change
-35
Holders Change %
-10.48%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
120
Reduced
109
Closed
66
Calls
$2.27M
Puts
$2.02M
Net Calls
+$260K
Net Calls Change
+$967K
Name Holding Trade Value Shares
Change
Change in
Stake
WVP
226
Worth Venture Partners
New Jersey
$279K +$23.7K +700 +9%
VA
227
Vident Advisory
Georgia
$265K +$283K +8,364 New
FIM
228
Fernwood Investment Management
Massachusetts
$263K +$5.11K +151 +2%
HCM
229
HGI Capital Management
New York
$258K +$276K +8,144 New
IWC
230
Integrated Wealth Concepts
Massachusetts
$257K +$15.2K +449 +6%
AWA
231
Arete Wealth Advisors
Illinois
$256K +$309K +9,111 New
Westfield Capital Management
232
Westfield Capital Management
Massachusetts
$249K
AA
233
ALPS Advisors
Colorado
$242K -$53.2K -1,572 -17%
Mariner
234
Mariner
Kansas
$242K +$38.7K +1,143 +18%
VI
235
Versor Investments
New York
$238K +$254K +7,500 New
SAM
236
Securian Asset Management
Minnesota
$223K -$9.69K -286 -4%
CCFCSB
237
Cape Cod Five Cents Savings Bank
Massachusetts
$213K +$227K +6,696 New
MSRPS
238
Maryland State Retirement & Pension System
Maryland
$207K
Federated Hermes
239
Federated Hermes
Pennsylvania
$205K -$13.8M -406,417 -98%
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$192K +$57.9K +1,709 +39%
S
241
SignatureFD
Georgia
$185K +$146K +4,313 +282%
VEA
242
Virtus ETF Advisers
New York
$183K +$5.42K +160 +3%
QCG
243
Quadrant Capital Group
Ohio
$180K +$142K +4,197 +287%
US Bancorp
244
US Bancorp
Minnesota
$147K +$87.5K +2,585 +126%
LFA
245
LGT Financial Advisors
Texas
$118K +$126K +3,715 New
PI
246
PEAK6 Investments
Illinois
$114K -$8.37K -247 -6%
WT
247
Whittier Trust
California
$99.3K
MLICM
248
Metropolitan Life Insurance Company (MetLife)
New York
$80.9K +$1.35K +40 +2%
Bessemer Group
249
Bessemer Group
New Jersey
$76K -$9.09M -268,319 -99%
SPIA
250
Steward Partners Investment Advisory
New York
$74K +$24.9K +736 +46%

NSA Hedge Fund Activity: Q3 2023 in Review

299 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2023, worth a combined $2.32B — down 12% from $2.65B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of NSA and 34 opened new positions — a net loss of 32 holders — while 109 trimmed existing stakes and 120 added.

The largest buyer was Wasatch Advisors, adding an estimated $34M. The largest seller was Goldman Sachs, cutting an estimated $19.8M.

  • 299 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2023, down from 334 in Q2 2023.
  • Funds reported $2.32B of National Storage Affiliates Trust stock for Q3 2023, down 12% quarter-over-quarter.
  • 34 funds opened new National Storage Affiliates Trust positions in Q3 2023 and 66 closed out, a net change of -32 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2023 was Wasatch Advisors, an estimated $34M added.
  • The largest National Storage Affiliates Trust seller in Q3 2023 was Goldman Sachs, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2023.