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National Storage Affiliates Trust

304 hedge funds and large institutions have $3.14B invested in National Storage Affiliates Trust in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

45% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $1.34M

22% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 106

16% more capital invested

Capital invested by funds: $2.72B → $3.14B (+$424M)

0.59% less ownership

Funds ownership: 84.22%83.63% (-0.59%)

4% less funds holding

Funds holding: 318304 (-14)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

Holders
304
Holders Change
-14
Holders Change %
-4.4%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
129
Reduced
106
Closed
47
Calls
$1.94M
Puts
$1.34M
Net Calls
+$597K
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$125K +$20K +494 +20%
MLICM
252
Metropolitan Life Insurance Company (MetLife)
New York
$109K -$445 -11 -0.4%
S
253
SignatureFD
Georgia
$106K +$40.1K +992 +64%
TFP
254
Tilia Fiduciary Partners
North Carolina
$102K -$9.71K -240 -9%
C
255
Covestor
United Kingdom
$102K +$13K +321 +15%
HFM
256
Harvest Fund Management
China
$96K
DFCM
257
Dark Forest Capital Management
Puerto Rico
$84.4K -$30.6K -757 -27%
Mitsubishi UFJ Trust & Banking
258
Mitsubishi UFJ Trust & Banking
Japan
$84.2K
KTC
259
Kistler-Tiffany Companies
Pennsylvania
$82.8K +$19.5K +483 +32%
PA
260
Parallel Advisors
California
$82.2K +$70.5K +1,742 +774%
QCG
261
Quadrant Capital Group
Ohio
$78.3K +$43.5K +1,075 +134%
NA
262
NewEdge Advisors
Louisiana
$66.9K -$12.4K -307 -16%
SPIA
263
Steward Partners Investment Advisory
New York
$66.7K -$26K -643 -29%
BAM
264
Belpointe Asset Management
Nevada
$63K +$13.9K +343 +29%
Loomis, Sayles & Company
265
Loomis, Sayles & Company
Massachusetts
$62K -$80.9K -1,999 -57%
WTC
266
WhitTier Trust Company
Nevada
$56.2K +$21.2K +525 +64%
FFA
267
Farther Finance Advisors
California
$54.2K +$52.3K +1,293 +32,325%
CWC
268
Carolinas Wealth Consulting
North Carolina
$46.9K +$647 +16 +1%
HNB
269
Huntington National Bank
Ohio
$41.8K
HPC
270
HM Payson & Co
Maine
$40.8K
HIA
271
Harbor Investment Advisory
Maryland
$37.8K
TAM
272
Tucker Asset Management
Colorado
$37.3K
GRP
273
Global Retirement Partners
California
$33.7K +$40 +1 +0.1%
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$30.8K +$19.7K +487 +195%
ASN
275
Advisory Services Network
Georgia
$27.9K +$24.7K +611 +1,072%

NSA Hedge Fund Activity: Q1 2023 in Review

304 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2023, worth a combined $3.14B — up 16% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of NSA and 37 opened new positions — a net loss of 10 holders — while 106 trimmed existing stakes and 129 added.

The largest buyer was UBS AM, opening a new position worth an estimated $17.8M. The largest seller was Balyasny Asset Management, cutting an estimated $38M.

  • 304 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2023, down from 318 in Q4 2022.
  • Funds reported $3.14B of National Storage Affiliates Trust stock for Q1 2023, up 16% quarter-over-quarter.
  • 37 funds opened new National Storage Affiliates Trust positions in Q1 2023 and 47 closed out, a net change of -10 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2023 was UBS AM, an estimated $17.8M added.
  • The largest National Storage Affiliates Trust seller in Q1 2023 was Balyasny Asset Management, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2023.