We are live on ! Find out more
NSA icon

National Storage Affiliates Trust

282 hedge funds and large institutions have $3.98B invested in National Storage Affiliates Trust in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 9

137% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 62

24% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $3.72M

24% more capital invested

Capital invested by funds: $3.22B → $3.98B (+$761M)

11% more funds holding

Funds holding: 253282 (+29)

1.7% more ownership

Funds ownership: 83.42%85.12% (+1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
282
Holders Change
+29
Holders Change %
+11.46%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
147
Reduced
62
Closed
9
Calls
$4.62M
Puts
$3.72M
Net Calls
+$902K
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
251
Mitsubishi UFJ Trust & Banking
Japan
$25K
US Bancorp
252
US Bancorp
Minnesota
$24K +$5.4K +98 +27%
NICM
253
Neo Ivy Capital Management
New York
$22K +$42.5K +772 New
AF
254
Advisornet Financial
Minnesota
$21K
TWM
255
Tradition Wealth Management
Minnesota
$16K +$16.5K +300 New
CT
256
Caldwell Trust
Florida
$15.8K
CFA
257
Carroll Financial Associates
North Carolina
$15K +$2.37K +43 +17%
ST
258
Sageworth Trust
Pennsylvania
$13K
DFCM
259
Dark Forest Capital Management
Puerto Rico
$13K +$13.4K +243 New
HDIM
260
Hanson & Doremus Investment Management
Vermont
$13K +$13.8K +250 New
RIA
261
RPG Investment Advisory
California
$11K
APA
262
American Portfolios Advisors
New York
$10.6K
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$9K
FPS
264
Fieldpoint Private Securities
Connecticut
$6K
LC
265
Lindbrook Capital
California
$6K
QCG
266
Quadrant Capital Group
Ohio
$6K +$606 +11 +10%
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$6K +$5.95K +108 New
BIA
268
Bell Investment Advisors
California
$6K +$6.17K +112 New
TWA
269
TCI Wealth Advisors
Arizona
$5K +$1.05K +19 +28%
PCG
270
Private Capital Group
Connecticut
$4K +$55 +1 +1%
PA
271
Parallel Advisors
California
$3K +$3.19K +58 New
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$2.28K +$410K +7,452 +21%
GC
273
Globeflex Capital
California
$2K -$907K -16,460 -100%
CIA
274
Cascade Investment Advisors
Oregon
$1.05K
FMP
275
Financial Management Professionals
Texas
$1K

NSA Hedge Fund Activity: Q3 2021 in Review

282 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2021, worth a combined $3.98B — up 24% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NSA positions and 9 closed out — a net gain of 31 holders — while 147 added to existing stakes and 62 trimmed.

The largest buyer was Vanguard Group, adding an estimated $159M. The largest seller was Wasatch Advisors, cutting an estimated $47.5M.

  • 282 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2021, up from 253 in Q2 2021.
  • Funds reported $3.98B of National Storage Affiliates Trust stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new National Storage Affiliates Trust positions in Q3 2021 and 9 closed out, a net change of +31 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2021 was Vanguard Group, an estimated $159M added.
  • The largest National Storage Affiliates Trust seller in Q3 2021 was Wasatch Advisors, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2021.