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National Storage Affiliates Trust

306 hedge funds and large institutions have $3.03B invested in National Storage Affiliates Trust in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+9
Holders Change %
+3.03%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
83
Reduced
141
Closed
34
Calls
$2.57M
Puts
$2.21M
Net Calls
+$361K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
276
Harvest Fund Management
China
$20K
PCM
277
Peregrine Capital Management
Minnesota
$12K
JWM
278
Janiczek Wealth Management
Colorado
$11.5K
CCA
279
Criterion Capital Advisors
Tennessee
$10.8K +$10.8K +260 New
LC
280
Lindbrook Capital
California
$10.7K -$20.8K -501 -66%
LF
281
Lee Financial
Texas
$9.33K
AF
282
Allworth Financial
California
$7.34K -$27K -651 -79%
VWM
283
Venturi Wealth Management
Texas
$5.89K +$3.07K +74 +109%
PS
284
Principal Securities
Iowa
$5.35K +$5.35K +129 New
CI Investments Inc
285
CI Investments Inc
Ontario, Canada
$5K -$9.56K -237 -66%
QC
286
Quent Capital
New York
$4.27K -$1.45K -35 -25%
UB
287
UMB Bank
Missouri
$3.98K
BIA
288
Bell Investment Advisors
California
$3.73K -$2.24K -54 -38%
IA
289
IFP Advisors
Florida
$3.15K +$829 +20 +36%
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$2.12K -$10.7K -258 -83%
PFBT
291
Parkside Financial Bank & Trust
Missouri
$1.62K +$207 +5 +15%
S
292
Sachetta
Massachusetts
$1.54K +$1.54K +37 New
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$1.45K
PWMG
294
Prestige Wealth Management Group
New Jersey
$1.29K +$1.29K +31 New
Jones Financial Companies
295
Jones Financial Companies
Missouri
$1.04K +$1.04K +25 New
Loomis, Sayles & Company
296
Loomis, Sayles & Company
Massachusetts
$1K -$62.1K -932 -98%
VNA
297
Valley National Advisers
Pennsylvania
$1K +$1K +35 New
SS
298
Sunbelt Securities
Texas
$871 -$9.62K -232 -92%
GI
299
GAMMA Investing
California
$859 +$859 +23 New
PWA
300
Provenance Wealth Advisors
Florida
$746 +$41 +1 +6%