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National Storage Affiliates Trust

334 hedge funds and large institutions have $2.65B invested in National Storage Affiliates Trust in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

10% more funds holding

Funds holding: 304334 (+30)

2.45% more ownership

Funds ownership: 83.63%86.08% (+2.5%)

16% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 129

16% less capital invested

Capital invested by funds: $3.14B → $2.65B (-$493M)

30% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $2.35M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
334
Holders Change
+30
Holders Change %
+9.87%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
59
Increased
109
Reduced
129
Closed
29
Calls
$1.64M
Puts
$2.35M
Net Calls
-$707K
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
276
Osaic Holdings
Arizona
$159K -$972K -25,775 -85%
PNC Financial Services Group
277
PNC Financial Services Group
Pennsylvania
$151K +$50.1K +1,328 +44%
PI
278
PEAK6 Investments
Illinois
$134K +$145K +3,834 New
WT
279
Whittier Trust
California
$109K -$122K -3,228 -51%
MLICM
280
Metropolitan Life Insurance Company (MetLife)
New York
$87.4K -$3.66K -97 -4%
HFM
281
Harvest Fund Management
China
$80K
TFP
282
Tilia Fiduciary Partners
North Carolina
$79.6K -$6.11K -162 -7%
US Bancorp
283
US Bancorp
Minnesota
$71.7K -$42.8K -1,135 -36%
Loomis, Sayles & Company
284
Loomis, Sayles & Company
Massachusetts
$70K +$19.4K +515 +35%
KTC
285
Kistler-Tiffany Companies
Pennsylvania
$69.1K
C
286
Covestor
United Kingdom
$68K -$17.8K -472 -19%
WAM
287
Worth Asset Management
Texas
$59.6K -$56.6K -1,501 -47%
SPIA
288
Steward Partners Investment Advisory
New York
$55.6K
GWM
289
Geneos Wealth Management
Colorado
$54.7K +$37.7K +1,000 +175%
S
290
SignatureFD
Georgia
$53.2K -$38K -1,007 -40%
QCG
291
Quadrant Capital Group
Ohio
$50.9K -$15.7K -415 -22%
WTC
292
WhitTier Trust Company
Nevada
$46.9K
FFA
293
Farther Finance Advisors
California
$45.2K
CWC
294
Carolinas Wealth Consulting
North Carolina
$39.7K +$679 +18 +2%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$39K +$32.7K +866 +342%
HNB
296
Huntington National Bank
Ohio
$34.8K
HPC
297
HM Payson & Co
Maine
$34K
GRP
298
Global Retirement Partners
California
$31K -$1.13K -30 -3%
MFG
299
Mendota Financial Group
Wisconsin
$28K +$30.4K +805 New
QL
300
Quarry LP
New York
$17.8K +$19.3K +512 New

NSA Hedge Fund Activity: Q2 2023 in Review

334 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2023, worth a combined $2.65B — down 16% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NSA positions and 29 closed out — a net gain of 30 holders — while 109 added to existing stakes and 129 trimmed.

The largest buyer was Anchor Capital Advisors, adding an estimated $38M. The largest seller was Invesco, cutting an estimated $56.1M.

  • 334 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2023, up from 304 in Q1 2023.
  • Funds reported $2.65B of National Storage Affiliates Trust stock for Q2 2023, down 16% quarter-over-quarter.
  • 59 funds opened new National Storage Affiliates Trust positions in Q2 2023 and 29 closed out, a net change of +30 holders.
  • The largest National Storage Affiliates Trust buyer in Q2 2023 was Anchor Capital Advisors, an estimated $38M added.
  • The largest National Storage Affiliates Trust seller in Q2 2023 was Invesco, an estimated $56.1M sold.

Based on aggregated 13F filings for Q2 2023.