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National Storage Affiliates Trust

332 hedge funds and large institutions have $2.68B invested in National Storage Affiliates Trust in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $9.59M | Put options by funds: $3.88M

25% more capital invested

Capital invested by funds: $2.15B → $2.68B (+$528M)

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

14% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 97

1% more funds holding

Funds holding: 328332 (+4)

6.49% less ownership

Funds ownership: 99.02%92.53% (-6.5%)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
332
Holders Change
+4
Holders Change %
+1.22%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
72
Increased
111
Reduced
97
Closed
62
Calls
$9.59M
Puts
$3.88M
Net Calls
+$5.71M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
301
Pinnacle Wealth Planning Services
Ohio
$3.4K +$2.37K +70 +350%
FHC
302
First Horizon Corporation
Tennessee
$2.91K
SAM
303
Smartleaf Asset Management
Massachusetts
$2.89K +$405 +12 +18%
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$2.15K
CAL
305
Capital Analysts LLC
Pennsylvania
$2K +$2.16K +64 New
NB
306
NBT Bank
New York
$1.81K +$1.62K +48 New
EP
307
Essential Partners
California
$1.7K -$135 -4 -8%
QL
308
Quarry LP
New York
$1.62K -$17K -504 -92%
RWM
309
Rialto Wealth Management
New York
$1.59K
BWL
310
Bogart Wealth LLC
Virginia
$1.58K +$1.42K +42 New
II
311
Inspire Investing
Idaho
$1.37K
PWA
312
Physician Wealth Advisors
Utah
$1.25K -$608 -18 -35%
KG
313
Kilter Group
New York
$1.21K +$1.08K +32 New
PWMG
314
Prestige Wealth Management Group
New Jersey
$1.17K
CPG
315
Cornerstone Planning Group
New Jersey
$1.15K +$34 +1 +4%
TPWA
316
Twin Peaks Wealth Advisors
California
$1.13K +$1.01K +30 New
WA
317
WPG Advisers
Maryland
$1.06K -$709 -21 -43%
CA
318
Clearstead Advisors
Ohio
$944 -$8.95K -265 -91%
CFO
319
CVA Family Office
Colorado
$755
SC
320
SouthState Corp
Florida
$755
PWA
321
Provenance Wealth Advisors
Florida
$679
KFI
322
Key Financial Inc
Pennsylvania
$604
CFM
323
Cornerstone Financial Management
Massachusetts
$566 +$507 +15 New
KFAS
324
Keating Financial Advisory Services
Kansas
$566 +$507 +15 New
CH
325
Cromwell Holdings
Wyoming
$264 +$236 +7 New

NSA Hedge Fund Activity: Q1 2026 in Review

332 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2026, worth a combined $2.68B — up 25% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new NSA positions and 62 closed out — a net gain of 10 holders — while 111 added to existing stakes and 97 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $78.8M. The largest seller was Prudential Financial, cutting an estimated $88.6M.

  • 332 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2026, up from 328 in Q4 2025.
  • Funds reported $2.68B of National Storage Affiliates Trust stock for Q1 2026, up 25% quarter-over-quarter.
  • 72 funds opened new National Storage Affiliates Trust positions in Q1 2026 and 62 closed out, a net change of +10 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2026 was Cohen & Steers, an estimated $78.8M added.
  • The largest National Storage Affiliates Trust seller in Q1 2026 was Prudential Financial, an estimated $88.6M sold.

Based on aggregated 13F filings for Q1 2026.