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National Storage Affiliates Trust

304 hedge funds and large institutions have $3.14B invested in National Storage Affiliates Trust in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

45% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $1.34M

22% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 106

16% more capital invested

Capital invested by funds: $2.72B → $3.14B (+$424M)

0.59% less ownership

Funds ownership: 84.22%83.63% (-0.59%)

4% less funds holding

Funds holding: 318304 (-14)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

Holders
304
Holders Change
-14
Holders Change %
-4.4%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
129
Reduced
106
Closed
47
Calls
$1.94M
Puts
$1.34M
Net Calls
+$597K
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
276
Geneos Wealth Management
Colorado
$23.8K -$40.4K -1,000 -64%
AF
277
Advisornet Financial
Minnesota
$21.9K +$404 +10 +2%
AF
278
Allworth Financial
California
$21.6K +$890 +22 +4%
LC
279
Lindbrook Capital
California
$17.2K +$4.49K +111 +37%
CT
280
Caldwell Trust
Florida
$12.5K
PCM
281
Peregrine Capital Management
Minnesota
$12.1K +$2.43K +60 +26%
JWM
282
Janiczek Wealth Management
Colorado
$11.4K -$1.29K -32 -10%
CFO
283
CVA Family Office
Colorado
$11.1K +$10.3K +255 +2,550%
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$11K -$6.27K -155 -38%
CI Investments Inc
285
CI Investments Inc
Ontario, Canada
$11K +$688 +17 +7%
SS
286
Sunbelt Securities
Texas
$10.3K +$10.2K +253 New
LF
287
Lee Financial
Texas
$9.4K +$2.43K +60 +36%
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$9.15K +$3.07K +76 +53%
BTI
289
Blue Trust Inc
Georgia
$8K
TH
290
TCTC Holdings
Texas
$7.1K +$6.88K +170 New
BIA
291
Bell Investment Advisors
California
$5.26K +$930 +23 +22%
TC
292
Truvestments Capital
Florida
$4.18K -$4.04K -100 -50%
UB
293
UMB Bank
Missouri
$4.01K +$647 +16 +20%
FRA
294
Front Row Advisors
California
$4K +$1.17K +29 +43%
CSPIA
295
Cary Street Partners Investment Advisory
Virginia
$3.55K +$809 +20 +31%
CFGS
296
Concourse Financial Group Securities
Alabama
$3.55K +$3.44K +85 New
FMII
297
Farmers & Merchants Investments Inc
Nebraska
$1.55K
MIA
298
Milestone Investment Advisors
Wisconsin
$1.46K +$1.42K +35 New
EWA
299
EverSource Wealth Advisors
Alabama
$1.38K -$1.33K -33 -50%
GWS
300
Glassman Wealth Services
Virginia
$752

NSA Hedge Fund Activity: Q1 2023 in Review

304 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2023, worth a combined $3.14B — up 16% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of NSA and 37 opened new positions — a net loss of 10 holders — while 106 trimmed existing stakes and 129 added.

The largest buyer was UBS AM, opening a new position worth an estimated $17.8M. The largest seller was Balyasny Asset Management, cutting an estimated $38M.

  • 304 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2023, down from 318 in Q4 2022.
  • Funds reported $3.14B of National Storage Affiliates Trust stock for Q1 2023, up 16% quarter-over-quarter.
  • 37 funds opened new National Storage Affiliates Trust positions in Q1 2023 and 47 closed out, a net change of -10 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2023 was UBS AM, an estimated $17.8M added.
  • The largest National Storage Affiliates Trust seller in Q1 2023 was Balyasny Asset Management, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2023.