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National Storage Affiliates Trust

323 hedge funds and large institutions have $2.67B invested in National Storage Affiliates Trust in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $1.06M

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

5% more funds holding

Funds holding: 307323 (+16)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.44% less ownership

Funds ownership: 88.01%85.57% (-2.4%)

12% less capital invested

Capital invested by funds: $3.03B → $2.67B (-$357M)

13% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 122

Holders
323
Holders Change
+16
Holders Change %
+5.21%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
106
Reduced
122
Closed
30
Calls
$4.99M
Puts
$1.06M
Net Calls
+$3.94M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
276
Global Retirement Partners
California
$38.7K +$413 +11 +1%
HPC
277
HM Payson & Co
Maine
$38.3K
SIS
278
Sound Income Strategies
Florida
$31.3K
SPIA
279
Steward Partners Investment Advisory
New York
$29.6K +$789 +21 +3%
WTC
280
WhitTier Trust Company
Nevada
$29.4K -$2.48M -66,152 -99%
NA
281
NewEdge Advisors
Louisiana
$23.8K -$2.29K -61 -9%
GWM
282
Geneos Wealth Management
Colorado
$22.3K
BFEC
283
Benjamin F. Edwards & Company
Missouri
$21K
QL
284
Quarry LP
New York
$19.8K +$601 +16 +3%
PTC
285
Private Trust Company
Ohio
$19.3K +$18.6K +494 New
RA
286
Rise Advisors
New York
$17.7K +$17K +453 New
SAM
287
Smartleaf Asset Management
Massachusetts
$12.4K +$12K +319 New
CT
288
Caldwell Trust
Florida
$11.7K
LC
289
Lindbrook Capital
California
$11.4K +$1.2K +32 +12%
PCM
290
Peregrine Capital Management
Minnesota
$11.4K
JWM
291
Janiczek Wealth Management
Colorado
$10.8K
CCA
292
Criterion Capital Advisors
Tennessee
$10.2K
QC
293
Quent Capital
New York
$8.11K +$3.91K +104 +101%
NS
294
NBC Securities
Alabama
$7K -$11.9K -318 -61%
AF
295
Allworth Financial
California
$6.93K
VWM
296
Venturi Wealth Management
Texas
$6.89K +$1.28K +34 +24%
CI Investments Inc
297
CI Investments Inc
Ontario, Canada
$6K +$789 +21 +17%
PS
298
Principal Securities
Iowa
$5.21K +$150 +4 +3%
PFC
299
Phocas Financial Corp
California
$5K -$126K -3,353 -3%
FRA
300
Front Row Advisors
California
$4.69K +$4.43K +118 New

NSA Hedge Fund Activity: Q1 2024 in Review

323 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2024, worth a combined $2.67B — down 12% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NSA positions and 30 closed out — a net gain of 16 holders — while 106 added to existing stakes and 122 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $41.6M. The largest seller was Balyasny Asset Management, cutting an estimated $77.6M.

  • 323 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2024, up from 307 in Q4 2023.
  • Funds reported $2.67B of National Storage Affiliates Trust stock for Q1 2024, down 12% quarter-over-quarter.
  • 46 funds opened new National Storage Affiliates Trust positions in Q1 2024 and 30 closed out, a net change of +16 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2024 was Wasatch Advisors, an estimated $41.6M added.
  • The largest National Storage Affiliates Trust seller in Q1 2024 was Balyasny Asset Management, an estimated $77.6M sold.

Based on aggregated 13F filings for Q1 2024.