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National Storage Affiliates Trust

299 hedge funds and large institutions have $2.32B invested in National Storage Affiliates Trust in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $2.02M

10% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 109

4.02% less ownership

Funds ownership: 86.08%82.06% (-4%)

10% less funds holding

Funds holding: 334299 (-35)

12% less capital invested

Capital invested by funds: $2.65B → $2.32B (-$327M)

48% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 66

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
299
Holders Change
-35
Holders Change %
-10.48%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
120
Reduced
109
Closed
66
Calls
$2.27M
Puts
$2.02M
Net Calls
+$260K
Net Calls Change
+$967K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$8.7K +$9.28K +274 New
EWA
277
EverSource Wealth Advisors
Alabama
$8.57K +$203 +6 +2%
SS
278
Sunbelt Securities
Texas
$8.04K
LF
279
Lee Financial
Texas
$7.14K
BTI
280
Blue Trust Inc
Georgia
$7K
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$6.98K -$7.38K -218 -50%
BIA
282
Bell Investment Advisors
California
$4.57K +$1.42K +42 +41%
QC
283
Quent Capital
New York
$4.38K +$4K +118 +590%
BAAM
284
Baker Avenue Asset Management
California
$3.11K +$2.91K +86 +717%
FRA
285
Front Row Advisors
California
$3.08K
UB
286
UMB Bank
Missouri
$3.05K
CSPIA
287
Cary Street Partners Investment Advisory
Virginia
$2.7K
VWM
288
Venturi Wealth Management
Texas
$2.16K +$2.3K +68 New
IA
289
IFP Advisors
Florida
$1.78K +$1.32K +39 +229%
GWS
290
Glassman Wealth Services
Virginia
$1.17K +$542 +16 +76%
FMII
291
Farmers & Merchants Investments Inc
Nebraska
$1.11K -$68 -2 -5%
MIA
292
Milestone Investment Advisors
Wisconsin
$1.11K +$1.19K +35 New
PFBT
293
Parkside Financial Bank & Trust
Missouri
$1.08K +$406 +12 +55%
SFG
294
Steward Financial Group
Texas
$1K +$1.19K +35 New
JFA
295
JNBA Financial Advisors
Minnesota
$540
PWA
296
Provenance Wealth Advisors
Florida
$540 +$576 +17 New
FHA
297
First Horizon Advisors
Tennessee
$413
CFGS
298
Concourse Financial Group Securities
Alabama
$380 +$373 +11 +1,100%
MFT
299
Moisand Fitzgerald Tamayo
Florida
$323
Lord, Abbett & Co
300
Lord, Abbett & Co
New Jersey
-$14.1M -405,209 Closed

NSA Hedge Fund Activity: Q3 2023 in Review

299 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2023, worth a combined $2.32B — down 12% from $2.65B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of NSA and 34 opened new positions — a net loss of 32 holders — while 109 trimmed existing stakes and 120 added.

The largest buyer was Wasatch Advisors, adding an estimated $34M. The largest seller was Goldman Sachs, cutting an estimated $19.8M.

  • 299 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2023, down from 334 in Q2 2023.
  • Funds reported $2.32B of National Storage Affiliates Trust stock for Q3 2023, down 12% quarter-over-quarter.
  • 34 funds opened new National Storage Affiliates Trust positions in Q3 2023 and 66 closed out, a net change of -32 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2023 was Wasatch Advisors, an estimated $34M added.
  • The largest National Storage Affiliates Trust seller in Q3 2023 was Goldman Sachs, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2023.