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National Storage Affiliates Trust
NSA

Overview Fund Activity

306 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 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+9
Holders Change %
+3.03%
% of All Funds
4.49%
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
34
Calls
$2.57M
Puts
$2.21M
Net Calls
+$361K
Net Calls Change
+$101K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$95.8M
2
WA
2
Wasatch Advisors
Utah
$226M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$99.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$45M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$460M
2
BlackRock
2
BlackRock
New York
$375M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.65M
4
AWM
4
Axxcess Wealth Management
California
$2.33M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$732K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
226
Wolverine Asset Management
Illinois
$304K +$304K +7,327 New
PS
227
Presima Securities
Quebec, Canada
$303K -$531K -12,800 -64%
AA
228
ALPS Advisors
Colorado
$294K -$21.8K -525 -7%
JWWM
229
Johnson & White Wealth Management
Pennsylvania
$290K +$290K +7,000 New
MCC
230
Malaga Cove Capital
California
$289K +$289K +6,974 New
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$276K -$93.2K -2,247 -25%
BHCM
232
Brevan Howard Capital Management
Jersey
$276K +$276K +6,646 New
RJT
233
Raymond James Trust
Florida
$275K +$275K +6,635 New
MSRPS
234
Maryland State Retirement & Pension System
Maryland
$271K – – –
SAM
235
Securian Asset Management
Minnesota
$270K -$21.1K -509 -7%
FIM
236
Fernwood Investment Management
Massachusetts
$266K -$919 -22 -0.3%
PHS
237
Pekin Hardy Strauss
Illinois
$261K -$147K -3,550 -36%
SSG
238
Summit Securities Group
New York
$261K +$261K +6,300 New
VEA
239
Virtus ETF Advisers
New York
$256K +$17.3K +417 +7%
COCM
240
Charter Oak Capital Management
New Hampshire
$254K +$254K +6,132 New
DADC
241
D.A. Davidson & Co
Montana
$248K +$248K +5,969 New
IWC
242
Integrated Wealth Concepts
Massachusetts
$245K -$90.8K -2,189 -27%
VPIM
243
Vanguard Personalized Indexing Management
California
$243K -$559K -13,467 -70%
SFI
244
SPC Financial Inc
Maryland
$241K +$241K +5,800 New
DEA
245
DoubleLine ETF Adviser
Florida
$221K +$221K +5,330 New
CRI
246
Colonial River Investments
Virginia
$220K +$220K +5,295 New
FA
247
FDx Advisors
Illinois
$218K +$218K +5,260 New
MGP
248
Metis Global Partners
California
$210K +$210K +5,074 New
PI
249
PEAK6 Investments
Illinois
$199K +$50.1K +1,209 +34%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$175K -$75.4K -1,818 -30%
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