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National Storage Affiliates Trust
NSA

314 hedge funds and large institutions have $3.28B invested in National Storage Affiliates Trust in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 130 increasing their positions, 98 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $366K

33% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 98

0.97% more ownership

Funds ownership: 85.5%86.47% (+0.97%)

4% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 48

2% less funds holding

Funds holding: 319314 (-5)

16% less capital invested

Capital invested by funds: $3.91B → $3.28B (-$634M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
314
Holders Change
-5
Holders Change %
-1.57%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
46
Increased
130
Reduced
98
Closed
48
Calls
$1.07M
Puts
$366K
Net Calls
+$700K
Net Calls Change
+$870K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
251
Cambridge Investment Research Advisors
Iowa
$214K +$17.9K +351 +7%
RG
252
Renaissance Group
Kentucky
$210K
VanEck Associates
253
VanEck Associates
New York
$205K -$144K -2,823 -36%
DFCM
254
Dark Forest Capital Management
Puerto Rico
$193K +$236K +4,630 New
Osaic Holdings
255
Osaic Holdings
Arizona
$174K -$65.6K -1,286 -23%
Pacer Advisors
256
Pacer Advisors
Pennsylvania
$145K -$15.4K -302 -8%
CMBA
257
C.M. Bidwell & Associates
Hawaii
$143K -$817 -16 -0.5%
MLICM
258
Metropolitan Life Insurance Company (MetLife)
New York
$110K -$54.9K -1,076 -29%
TFP
259
Tilia Fiduciary Partners
North Carolina
$106K +$204 +4 +0.1%
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$98K +$20.6K +403 +21%
HFM
261
Harvest Fund Management
China
$95K -$12.5K -244 -10%
SWA
262
Sutton Wealth Advisors
Florida
$81.7K
Mitsubishi UFJ Trust & Banking
263
Mitsubishi UFJ Trust & Banking
Japan
$76K
C
264
Covestor
United Kingdom
$74K +$11.3K +221 +14%
SPIA
265
Steward Partners Investment Advisory
New York
$71K
NICM
266
Neo Ivy Capital Management
New York
$69K -$13.9K -272 -14%
GWM
267
Geneos Wealth Management
Colorado
$65K -$7.66K -150 -9%
US Bancorp
268
US Bancorp
Minnesota
$58K +$11.7K +229 +19%
Group One Trading
269
Group One Trading
Illinois
$46K +$35.7K +700 +175%
CWC
270
Carolinas Wealth Consulting
North Carolina
$45K +$714 +14 +1%
HNB
271
Huntington National Bank
Ohio
$42K
HPC
272
HM Payson & Co
Maine
$41K
TAM
273
Tucker Asset Management
Colorado
$38.1K +$45.5K +892 New
GRP
274
Global Retirement Partners
California
$38K -$1.84K -36 -4%
HIA
275
Harbor Investment Advisory
Maryland
$38K

NSA Hedge Fund Activity: Q3 2022 in Review

314 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2022, worth a combined $3.28B — down 16% from $3.91B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of NSA and 46 opened new positions — a net loss of 2 holders — while 98 trimmed existing stakes and 130 added.

The largest buyer was Goldman Sachs, adding an estimated $55.1M. The largest seller was Wellington Management Group, cutting an estimated $48.1M.

  • 314 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2022, down from 319 in Q2 2022.
  • Funds reported $3.28B of National Storage Affiliates Trust stock for Q3 2022, down 16% quarter-over-quarter.
  • 46 funds opened new National Storage Affiliates Trust positions in Q3 2022 and 48 closed out, a net change of -2 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2022 was Goldman Sachs, an estimated $55.1M added.
  • The largest National Storage Affiliates Trust seller in Q3 2022 was Wellington Management Group, an estimated $48.1M sold.

Based on aggregated 13F filings for Q3 2022.