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National Storage Affiliates Trust

318 hedge funds and large institutions have $2.72B invested in National Storage Affiliates Trust in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 121 increasing their positions, 105 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 47

15% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 105

1% more funds holding

Funds holding: 314318 (+4)

2.26% less ownership

Funds ownership: 86.47%84.22% (-2.3%)

17% less capital invested

Capital invested by funds: $3.28B → $2.72B (-$557M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

69% less call options, than puts

Call options by funds: $379K | Put options by funds: $1.23M

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
56
Increased
121
Reduced
105
Closed
47
Calls
$379K
Puts
$1.23M
Net Calls
-$849K
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$2K -$39K -998 -95%
FRA
302
Front Row Advisors
California
$2K
AWM
303
Accurate Wealth Management
Florida
$1.98K +$2.15K +55 New
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$1.34K
PWMG
305
Prestige Wealth Management Group
New Jersey
$1.23K +$1.33K +34 New
MRCM
306
M&R Capital Management
New Jersey
$1.16K +$1.25K +32 New
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$903 +$978 +25 New
MYAM
308
Meiji Yasuda Asset Management
Japan
$870
GWS
309
Glassman Wealth Services
Virginia
$650 +$704 +18 New
CPG
310
Cornerstone Planning Group
New Jersey
$530 +$548 +14 New
VCM
311
Versant Capital Management
Arizona
$506 -$235 -6 -30%
FHA
312
First Horizon Advisors
Tennessee
$470
CFO
313
CVA Family Office
Colorado
$361 +$391 +10 New
MPCL
314
My Personal CFO LLC
Washington
$289 +$313 +8 New
PFBT
315
Parkside Financial Bank & Trust
Missouri
$289 +$313 +8 New
FFA
316
Farther Finance Advisors
California
$144 +$156 +4 New
NA
317
NewEdge Advisors
Louisiana
$75 -$975K -24,924 -93%
RGREA
318
Ranger Global Real Estate Advisors
Colorado
-$12.4M -535,055 Closed
UBS AM
319
UBS AM
Illinois
-$21.2M -509,914 Closed
UOC
320
UBS O'Connor
Illinois
-$13.5M -323,820 Closed
SFI
321
Susquehanna Fundamental Investments
Pennsylvania
-$5.93M -142,580 Closed
GC
322
Gillson Capital
Illinois
-$5.04M -121,194 Closed
HighTower Advisors
323
HighTower Advisors
Illinois
-$4.22M -101,786 Closed
PAA
324
Peregrine Asset Advisers
Oregon
-$3.39M -81,448 Closed
HF
325
HRT Financial
New York
-$2.58M -61,987 Closed

NSA Hedge Fund Activity: Q4 2022 in Review

318 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2022, worth a combined $2.72B — down 17% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NSA positions and 47 closed out — a net gain of 9 holders — while 121 added to existing stakes and 105 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $38.7M. The largest seller was Nuveen, cutting an estimated $39.7M.

  • 318 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2022, up from 314 in Q3 2022.
  • Funds reported $2.72B of National Storage Affiliates Trust stock for Q4 2022, down 17% quarter-over-quarter.
  • 56 funds opened new National Storage Affiliates Trust positions in Q4 2022 and 47 closed out, a net change of +9 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2022 was Balyasny Asset Management, an estimated $38.7M added.
  • The largest National Storage Affiliates Trust seller in Q4 2022 was Nuveen, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2022.