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National Storage Affiliates Trust

318 hedge funds and large institutions have $2.72B invested in National Storage Affiliates Trust in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 121 increasing their positions, 105 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 47

15% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 105

1% more funds holding

Funds holding: 314318 (+4)

2.26% less ownership

Funds ownership: 86.47%84.22% (-2.3%)

17% less capital invested

Capital invested by funds: $3.28B → $2.72B (-$557M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

69% less call options, than puts

Call options by funds: $379K | Put options by funds: $1.23M

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
56
Increased
121
Reduced
105
Closed
47
Calls
$379K
Puts
$1.23M
Net Calls
-$849K
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
276
Allworth Financial
California
$17.9K +$17.3K +442 +819%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$15K +$9.5K +243 +147%
CS
278
Comerica Securities
Michigan
$13.8K +$15K +383 New
QL
279
Quarry LP
New York
$12.5K +$13.5K +345 New
JWM
280
Janiczek Wealth Management
Colorado
$12.4K +$1.25K +32 +11%
TWM
281
Tradition Wealth Management
Minnesota
$11K
CT
282
Caldwell Trust
Florida
$10.8K
LC
283
Lindbrook Capital
California
$10.8K +$900 +23 +8%
MCC
284
Money Concepts Capital
Florida
$10.8K +$11.7K +300 New
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$9.03K -$1.88K -48 -16%
HDIM
286
Hanson & Doremus Investment Management
Vermont
$9K
BTI
287
Blue Trust Inc
Georgia
$9K +$3.91K +100 +77%
PA
288
Parallel Advisors
California
$8.13K +$8.17K +209 +1,306%
CI Investments Inc
289
CI Investments Inc
Ontario, Canada
$8K -$7.7K -197 -46%
PCM
290
Peregrine Capital Management
Minnesota
$8K
TC
291
Truvestments Capital
Florida
$7.22K +$7.82K +200 New
DWP
292
Destiny Wealth Partners
Florida
$6.07K
LF
293
Lee Financial
Texas
$5.96K
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$5K +$782 +20 +16%
BIA
295
Bell Investment Advisors
California
$3.72K +$508 +13 +14%
UB
296
UMB Bank
Missouri
$3K +$1.52K +39 +95%
EWA
297
EverSource Wealth Advisors
Alabama
$2.37K
CSPIA
298
Cary Street Partners Investment Advisory
Virginia
$2.35K +$2.54K +65 New
ASN
299
Advisory Services Network
Georgia
$2.07K +$2.23K +57 New
BHWM
300
Beaird Harris Wealth Management
Texas
$2.02K +$2.19K +56 New

NSA Hedge Fund Activity: Q4 2022 in Review

318 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2022, worth a combined $2.72B — down 17% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NSA positions and 47 closed out — a net gain of 9 holders — while 121 added to existing stakes and 105 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $38.7M. The largest seller was Nuveen, cutting an estimated $39.7M.

  • 318 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2022, up from 314 in Q3 2022.
  • Funds reported $2.72B of National Storage Affiliates Trust stock for Q4 2022, down 17% quarter-over-quarter.
  • 56 funds opened new National Storage Affiliates Trust positions in Q4 2022 and 47 closed out, a net change of +9 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2022 was Balyasny Asset Management, an estimated $38.7M added.
  • The largest National Storage Affiliates Trust seller in Q4 2022 was Nuveen, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2022.