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National Storage Affiliates Trust

307 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 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

30% more capital invested

Capital invested by funds: $2.32B → $3.03B (+$708M)

16% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $2.21M

5.95% more ownership

Funds ownership: 82.06%88.01% (+5.9%)

3% more funds holding

Funds holding: 299307 (+8)

41% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 141

Holders
307
Holders Change
+8
Holders Change %
+2.68%
% of All Funds
4.48%
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
35
Calls
$2.57M
Puts
$2.21M
Net Calls
+$361K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
276
Harvest Fund Management
China
$20K
CT
277
Caldwell Trust
Florida
$12.4K
PCM
278
Peregrine Capital Management
Minnesota
$12K
JWM
279
Janiczek Wealth Management
Colorado
$11.5K
CCA
280
Criterion Capital Advisors
Tennessee
$10.8K +$8.71K +260 New
LC
281
Lindbrook Capital
California
$10.7K -$16.8K -501 -66%
LF
282
Lee Financial
Texas
$9.33K
AF
283
Allworth Financial
California
$7.34K -$21.8K -651 -79%
VWM
284
Venturi Wealth Management
Texas
$5.89K +$2.48K +74 +109%
PS
285
Principal Securities
Iowa
$5.35K +$4.32K +129 New
CI Investments Inc
286
CI Investments Inc
Ontario, Canada
$5K -$7.94K -237 -66%
QC
287
Quent Capital
New York
$4.27K -$1.17K -35 -25%
UB
288
UMB Bank
Missouri
$3.98K
BIA
289
Bell Investment Advisors
California
$3.73K -$1.81K -54 -38%
IA
290
IFP Advisors
Florida
$3.15K +$670 +20 +36%
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$2.12K -$8.65K -258 -83%
PFBT
292
Parkside Financial Bank & Trust
Missouri
$1.62K +$168 +5 +15%
S
293
Sachetta
Massachusetts
$1.53K +$1.24K +37 New
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$1.45K
PWMG
295
Prestige Wealth Management Group
New Jersey
$1.29K +$1.04K +31 New
Jones Financial Companies
296
Jones Financial Companies
Missouri
$1.04K +$838 +25 New
Loomis, Sayles & Company
297
Loomis, Sayles & Company
Massachusetts
$1K -$31.2K -932 -98%
VNA
298
Valley National Advisers
Pennsylvania
$1K +$1.17K +35 New
SS
299
Sunbelt Securities
Texas
$871 -$7.78K -232 -92%
GI
300
GAMMA Investing
California
$859 +$771 +23 New

NSA Hedge Fund Activity: Q4 2023 in Review

307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2023, worth a combined $3.03B — up 30% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NSA positions and 35 closed out — a net gain of 11 holders — while 83 added to existing stakes and 141 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $31.8M. The largest seller was Vanguard Group, cutting an estimated $17M.

  • 307 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2023, up from 299 in Q3 2023.
  • Funds reported $3.03B of National Storage Affiliates Trust stock for Q4 2023, up 30% quarter-over-quarter.
  • 46 funds opened new National Storage Affiliates Trust positions in Q4 2023 and 35 closed out, a net change of +11 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2023 was Balyasny Asset Management, an estimated $31.8M added.
  • The largest National Storage Affiliates Trust seller in Q4 2023 was Vanguard Group, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2023.