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National Storage Affiliates Trust

299 hedge funds and large institutions have $2.32B invested in National Storage Affiliates Trust in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $2.02M

10% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 109

4.02% less ownership

Funds ownership: 86.08%82.06% (-4%)

10% less funds holding

Funds holding: 334299 (-35)

12% less capital invested

Capital invested by funds: $2.65B → $2.32B (-$327M)

48% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 66

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
299
Holders Change
-35
Holders Change %
-10.48%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
120
Reduced
109
Closed
66
Calls
$2.27M
Puts
$2.02M
Net Calls
+$260K
Net Calls Change
+$967K
Name Holding Trade Value Shares
Change
Change in
Stake
C
251
Covestor
United Kingdom
$71K +$9.14K +270 +14%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$71K +$38.2K +1,129 +101%
Simplex Trading
253
Simplex Trading
Illinois
$68K +$73.1K +2,158 New
GWM
254
Geneos Wealth Management
Colorado
$49.8K
WTC
255
WhitTier Trust Company
Nevada
$42.7K
QL
256
Quarry LP
New York
$41.9K +$27.4K +809 +158%
FFA
257
Farther Finance Advisors
California
$41K -$135 -4 -0.3%
KBC Group
258
KBC Group
Belgium
$35K +$36.9K +1,089 New
PA
259
Parallel Advisors
California
$32.2K +$27.3K +807 +388%
HNB
260
Huntington National Bank
Ohio
$31.7K
SIS
261
Sound Income Strategies
Florida
$31.7K +$20.3K +599 +150%
HPC
262
HM Payson & Co
Maine
$31K
Loomis, Sayles & Company
263
Loomis, Sayles & Company
Massachusetts
$30K -$35.9K -1,059 -53%
GRP
264
Global Retirement Partners
California
$27.6K +$406 +12 +1%
AF
265
Allworth Financial
California
$26.3K +$12.8K +377 +84%
LC
266
Lindbrook Capital
California
$24.1K +$13.9K +410 +117%
CCP
267
Carmel Capital Partners
California
$21.6K +$23K +680 New
NS
268
NBC Securities
Alabama
$17K +$18.3K +541 New
HFM
269
Harvest Fund Management
China
$15K -$61.4K -1,813 -79%
NA
270
NewEdge Advisors
Louisiana
$12.7K
CI Investments Inc
271
CI Investments Inc
Ontario, Canada
$11K +$169 +5 +1%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$9.81K +$4.27K +126 +69%
CT
273
Caldwell Trust
Florida
$9.52K
PCM
274
Peregrine Capital Management
Minnesota
$9.21K
JWM
275
Janiczek Wealth Management
Colorado
$8.79K -$440 -13 -4%

NSA Hedge Fund Activity: Q3 2023 in Review

299 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2023, worth a combined $2.32B — down 12% from $2.65B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of NSA and 34 opened new positions — a net loss of 32 holders — while 109 trimmed existing stakes and 120 added.

The largest buyer was Wasatch Advisors, adding an estimated $34M. The largest seller was Goldman Sachs, cutting an estimated $19.8M.

  • 299 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2023, down from 334 in Q2 2023.
  • Funds reported $2.32B of National Storage Affiliates Trust stock for Q3 2023, down 12% quarter-over-quarter.
  • 34 funds opened new National Storage Affiliates Trust positions in Q3 2023 and 66 closed out, a net change of -32 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2023 was Wasatch Advisors, an estimated $34M added.
  • The largest National Storage Affiliates Trust seller in Q3 2023 was Goldman Sachs, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2023.