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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
WTC
276
WhitTier Trust Company
Nevada
$34K
QCG
277
Quadrant Capital Group
Ohio
$30K +$1.68K +33 +5%
IA
278
IFP Advisors
Florida
$30K +$2.14K +42 +4%
S
279
SignatureFD
Georgia
$30K +$4.49K +88 +14%
NCA
280
New Century Advisors
Maryland
$30K +$22.8K +447 +158%
CI Investments Inc
281
CI Investments Inc
Ontario, Canada
$18K -$919 -18 -4%
AF
282
Advisornet Financial
Minnesota
$17K
Bank of Montreal
283
Bank of Montreal
Ontario, Canada
$15.4K +$13.6M +266,646 +507%
CT
284
Caldwell Trust
Florida
$12.5K
TWM
285
Tradition Wealth Management
Minnesota
$12K
LC
286
Lindbrook Capital
California
$12K +$7.35K +144 +108%
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$12K +$14.6K +286 +2,383%
JWM
288
Janiczek Wealth Management
Colorado
$11K
HDIM
289
Hanson & Doremus Investment Management
Vermont
$10K
PCM
290
Peregrine Capital Management
Minnesota
$10K +$11.7K +230 New
WFA
291
Wipfli Financial Advisors
Wisconsin
$9K +$11.4K +223 New
APA
292
American Portfolios Advisors
New York
$8.32K
BTI
293
Blue Trust Inc
Georgia
$7K -$102 -2 -2%
DWP
294
Destiny Wealth Partners
Florida
$7K
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.28K +123 +293%
LF
296
Lee Financial
Texas
$7K +$8.27K +162 +5,400%
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$5K -$2.76K -54 -31%
BIA
298
Bell Investment Advisors
California
$4K
EWA
299
EverSource Wealth Advisors
Alabama
$3K
FRA
300
Front Row Advisors
California
$3K +$3.42K +67 New

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.