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National Storage Affiliates Trust

300 hedge funds and large institutions have $4.86B invested in National Storage Affiliates Trust in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $539K

12% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 103

3% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 35

0.32% less ownership

Funds ownership: 86.45%86.14% (-0.32%)

1% less funds holding

Funds holding: 304300 (-4)

8% less capital invested

Capital invested by funds: $5.31B → $4.86B (-$447M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
300
Holders Change
-4
Holders Change %
-1.32%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
115
Reduced
103
Closed
35
Calls
$1.22M
Puts
$539K
Net Calls
+$678K
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
276
IFP Advisors
Florida
$28K +$62.1K +1,009 New
AF
277
Advisornet Financial
Minnesota
$25K
TWM
278
Tradition Wealth Management
Minnesota
$19K -$1.29K -21 -7%
CT
279
Caldwell Trust
Florida
$18.8K
HDIM
280
Hanson & Doremus Investment Management
Vermont
$16K
TWA
281
TCI Wealth Advisors
Arizona
$13K
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$13K +$1.35K +22 +12%
APA
283
American Portfolios Advisors
New York
$12.6K
QCG
284
Quadrant Capital Group
Ohio
$12K -$7.26K -118 -37%
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$11K +$738 +12 +7%
EI
286
Ellevest Inc
New York
$10K +$7.57K +123 +362%
CIBC Private Wealth Group
287
CIBC Private Wealth Group
Georgia
$10K +$10.2K +166 New
PA
288
Parallel Advisors
California
$8K +$3.57K +58 +95%
FPS
289
Fieldpoint Private Securities
Connecticut
$7K
LC
290
Lindbrook Capital
California
$7K +$554 +9 +8%
SSG
291
Summit Securities Group
New York
$6K +$6.15K +100 New
STCOSD
292
Sageworth Trust Company of South Dakota
South Dakota
$5K -$6.52K -106 -57%
EWA
293
EverSource Wealth Advisors
Alabama
$4K
SWA
294
Sutton Wealth Advisors
Florida
$1.13K +$615 +10 +125%
FMP
295
Financial Management Professionals
Texas
$1K
FHA
296
First Horizon Advisors
Tennessee
$1K
TFO
297
Tarbox Family Office
California
$1K
VCM
298
Versant Capital Management
Arizona
$1K
AF
299
Allworth Financial
California
$1K +$554 +9 New
LPWM
300
Lake Point Wealth Management
Texas
$1K +$1.23K +20 New

NSA Hedge Fund Activity: Q1 2022 in Review

300 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2022, worth a combined $4.86B — down 8.4% from $5.31B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NSA positions and 35 closed out — a net gain of 1 holder — while 115 added to existing stakes and 103 trimmed.

The largest buyer was State Street, adding an estimated $36.8M. The largest seller was Geode Capital Management, cutting an estimated $30.6M.

  • 300 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2022, down from 304 in Q4 2021.
  • Funds reported $4.86B of National Storage Affiliates Trust stock for Q1 2022, down 8.4% quarter-over-quarter.
  • 36 funds opened new National Storage Affiliates Trust positions in Q1 2022 and 35 closed out, a net change of +1 holder.
  • The largest National Storage Affiliates Trust buyer in Q1 2022 was State Street, an estimated $36.8M added.
  • The largest National Storage Affiliates Trust seller in Q1 2022 was Geode Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2022.