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National Storage Affiliates Trust
NSA

319 hedge funds and large institutions have $3.91B invested in National Storage Affiliates Trust in 2022 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

70% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 37

19% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 101

6% more funds holding

Funds holding: 300319 (+19)

0.63% less ownership

Funds ownership: 86.14%85.5% (-0.63%)

18% less call options, than puts

Call options by funds: $769K | Put options by funds: $939K

20% less capital invested

Capital invested by funds: $4.86B → $3.91B (-$950M)

Holders
319
Holders Change
+19
Holders Change %
+6.33%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
63
Increased
120
Reduced
101
Closed
37
Calls
$769K
Puts
$939K
Net Calls
-$170K
Net Calls Change
-$848K
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
301
Charter Oak Capital Management
New Hampshire
$5K +$5.45K +100 New
EWA
302
EverSource Wealth Advisors
Alabama
$3K
Bank of Montreal
303
Bank of Montreal
Ontario, Canada
$2.65K +$900K +16,526 +46%
Loomis, Sayles & Company
304
Loomis, Sayles & Company
Massachusetts
$2K -$166K -3,053 -99%
STCOSD
305
Sageworth Trust Company of South Dakota
South Dakota
$2K -$2.67K -49 -60%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.29K +42 New
PMFA
307
Plante Moran Financial Advisors
Michigan
$2K +$2.45K +45 New
HF
308
Halpern Financial
Virginia
$1.6K +$1.74K +32 New
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$1K -$10.7K -196 -94%
FPS
310
Fieldpoint Private Securities
Connecticut
$1K -$4.9K -90 -86%
FMP
311
Financial Management Professionals
Texas
$1K
FHA
312
First Horizon Advisors
Tennessee
$1K
LPWM
313
Lake Point Wealth Management
Texas
$1K
VCM
314
Versant Capital Management
Arizona
$1K
BC
315
Burleson & Co
California
$1K +$599 +11 New
WC
316
Wexford Capital
Florida
$946 +$1.03M +18,889 New
CAM
317
Crown Advisors Management
California
-$3.45M -55,000 Closed
EGI
318
EAM Global Investors
California
-$3.08M -49,098 Closed
LCG
319
Lisanti Capital Growth
New York
-$3.07M -48,930 Closed
TD Asset Management
320
TD Asset Management
Ontario, Canada
-$3.03M -48,300 Closed
PI
321
Putnam Investments
Massachusetts
-$2.82M -44,971 Closed
MF
322
Magnetar Financial
Illinois
-$2.62M -41,740 Closed
Connor, Clark & Lunn Investment Management (CC&L)
323
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.48M -23,620 Closed
Walleye Trading
324
Walleye Trading
New York
-$1.33M -21,138 Closed
HIM
325
Hillsdale Investment Management
Ontario, Canada
-$1.17M -18,700 Closed

NSA Hedge Fund Activity: Q2 2022 in Review

319 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2022, worth a combined $3.91B — down 20% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new NSA positions and 37 closed out — a net gain of 26 holders — while 120 added to existing stakes and 101 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $43.6M. The largest seller was BlackRock, cutting an estimated $133M.

  • 319 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2022, up from 300 in Q1 2022.
  • Funds reported $3.91B of National Storage Affiliates Trust stock for Q2 2022, down 20% quarter-over-quarter.
  • 63 funds opened new National Storage Affiliates Trust positions in Q2 2022 and 37 closed out, a net change of +26 holders.
  • The largest National Storage Affiliates Trust buyer in Q2 2022 was Zimmer Partners, an estimated $43.6M added.
  • The largest National Storage Affiliates Trust seller in Q2 2022 was BlackRock, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2022.