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National Storage Affiliates Trust

307 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 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

30% more capital invested

Capital invested by funds: $2.32B → $3.03B (+$708M)

16% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $2.21M

5.95% more ownership

Funds ownership: 82.06%88.01% (+5.9%)

3% more funds holding

Funds holding: 299307 (+8)

41% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 141

Holders
307
Holders Change
+8
Holders Change %
+2.68%
% of All Funds
4.48%
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
35
Calls
$2.57M
Puts
$2.21M
Net Calls
+$361K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
251
Osaic Holdings
Arizona
$175K -$366K -10,935 -72%
BTI
252
Blue Trust Inc
Georgia
$171K +$173K +5,168 +2,584%
LFA
253
LGT Financial Advisors
Texas
$153K -$570 -17 -0.5%
C
254
Covestor
United Kingdom
$112K +$15.3K +455 +20%
US Bancorp
255
US Bancorp
Minnesota
$109K -$67.7K -2,019 -43%
MLICM
256
Metropolitan Life Insurance Company (MetLife)
New York
$98.1K -$6.13K -183 -7%
Bessemer Group
257
Bessemer Group
New Jersey
$96K -$2.35K -70 -3%
QCG
258
Quadrant Capital Group
Ohio
$74.6K -$129K -3,859 -68%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$74K -$15.2K -453 -20%
FFA
260
Farther Finance Advisors
California
$55.9K +$1.81K +54 +4%
S
261
SignatureFD
Georgia
$51K -$155K -4,611 -79%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$49K +$32.2K +961 +437%
KBC Group
263
KBC Group
Belgium
$45K
HNB
264
Huntington National Bank
Ohio
$41.5K
HPC
265
HM Payson & Co
Maine
$40.5K
PA
266
Parallel Advisors
California
$39.3K -$2.28K -68 -7%
GRP
267
Global Retirement Partners
California
$37.7K +$2.51K +75 +8%
SIS
268
Sound Income Strategies
Florida
$33.1K -$6.7K -200 -20%
SPIA
269
Steward Partners Investment Advisory
New York
$30.5K -$53.5K -1,597 -68%
NA
270
NewEdge Advisors
Louisiana
$27.7K +$9.02K +269 +67%
GWM
271
Geneos Wealth Management
Colorado
$23.6K -$33.5K -1,000 -64%
BFEC
272
Benjamin F. Edwards & Company
Missouri
$23K +$18.2K +544 New
NS
273
NBC Securities
Alabama
$21K -$771 -23 -4%
ASN
274
Advisory Services Network
Georgia
$20.4K +$16.5K +493 New
QL
275
Quarry LP
New York
$20.3K -$27.9K -831 -63%

NSA Hedge Fund Activity: Q4 2023 in Review

307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2023, worth a combined $3.03B — up 30% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NSA positions and 35 closed out — a net gain of 11 holders — while 83 added to existing stakes and 141 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $31.8M. The largest seller was Vanguard Group, cutting an estimated $17M.

  • 307 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2023, up from 299 in Q3 2023.
  • Funds reported $3.03B of National Storage Affiliates Trust stock for Q4 2023, up 30% quarter-over-quarter.
  • 46 funds opened new National Storage Affiliates Trust positions in Q4 2023 and 35 closed out, a net change of +11 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2023 was Balyasny Asset Management, an estimated $31.8M added.
  • The largest National Storage Affiliates Trust seller in Q4 2023 was Vanguard Group, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2023.