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National Storage Affiliates Trust

307 hedge funds and large institutions have $3.03B invested in National Storage Affiliates Trust in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 141 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

30% more capital invested

Capital invested by funds: $2.32B → $3.03B (+$708M)

16% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $2.21M

5.95% more ownership

Funds ownership: 82.06%88.01% (+5.9%)

3% more funds holding

Funds holding: 299307 (+8)

41% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 141

Holders
307
Holders Change
+8
Holders Change %
+2.68%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
83
Reduced
141
Closed
35
Calls
$2.57M
Puts
$2.21M
Net Calls
+$361K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wolverine Asset Management
Illinois
$304K +$246K +7,327 New
PS
227
Presima Securities
Quebec, Canada
$303K -$429K -12,800 -64%
AA
228
ALPS Advisors
Colorado
$294K -$17.6K -525 -7%
JWWM
229
Johnson & White Wealth Management
Pennsylvania
$290K +$235K +7,000 New
MCC
230
Malaga Cove Capital
California
$289K +$234K +6,974 New
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$276K -$75.3K -2,247 -25%
BHCM
232
Brevan Howard Capital Management
Jersey
$276K +$223K +6,646 New
RJT
233
Raymond James Trust
Florida
$275K +$222K +6,635 New
MSRPS
234
Maryland State Retirement & Pension System
Maryland
$271K
SAM
235
Securian Asset Management
Minnesota
$270K -$17.1K -509 -7%
FIM
236
Fernwood Investment Management
Massachusetts
$266K -$737 -22 -0.3%
PHS
237
Pekin Hardy Strauss
Illinois
$261K -$119K -3,550 -36%
SSG
238
Summit Securities Group
New York
$261K +$211K +6,300 New
VEA
239
Virtus ETF Advisers
New York
$256K +$14K +417 +7%
COCM
240
Charter Oak Capital Management
New Hampshire
$254K +$206K +6,132 New
DADC
241
D.A. Davidson & Co
Montana
$248K +$200K +5,969 New
IWC
242
Integrated Wealth Concepts
Massachusetts
$245K -$73.4K -2,189 -27%
VPIM
243
Vanguard Personalized Indexing Management
California
$243K -$451K -13,467 -70%
SFI
244
SPC Financial Inc
Maryland
$241K +$194K +5,800 New
DEA
245
DoubleLine ETF Adviser
Florida
$221K +$179K +5,330 New
CRI
246
Colonial River Investments
Virginia
$220K +$177K +5,295 New
FA
247
FDx Advisors
Illinois
$218K +$176K +5,260 New
MGP
248
Metis Global Partners
California
$210K +$170K +5,074 New
PI
249
PEAK6 Investments
Illinois
$199K +$40.5K +1,209 +34%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$175K -$60.9K -1,818 -30%

NSA Hedge Fund Activity: Q4 2023 in Review

307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2023, worth a combined $3.03B — up 30% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NSA positions and 35 closed out — a net gain of 11 holders — while 83 added to existing stakes and 141 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $31.8M. The largest seller was Vanguard Group, cutting an estimated $17M.

  • 307 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2023, up from 299 in Q3 2023.
  • Funds reported $3.03B of National Storage Affiliates Trust stock for Q4 2023, up 30% quarter-over-quarter.
  • 46 funds opened new National Storage Affiliates Trust positions in Q4 2023 and 35 closed out, a net change of +11 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2023 was Balyasny Asset Management, an estimated $31.8M added.
  • The largest National Storage Affiliates Trust seller in Q4 2023 was Vanguard Group, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2023.