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National Storage Affiliates Trust

333 hedge funds and large institutions have $2.65B invested in National Storage Affiliates Trust in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+30
Holders Change %
+9.9%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
59
Increased
109
Reduced
129
Closed
29
Calls
$1.64M
Puts
$2.35M
Net Calls
-$707K
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
301
Allworth Financial
California
$15.7K -$2.33K -67 -13%
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$15.3K -$10.4K -299 -41%
NA
303
NewEdge Advisors
Louisiana
$13.9K -$41.9K -1,202 -75%
SIS
304
Sound Income Strategies
Florida
$13.9K +$13.9K +400 New
LC
305
Lindbrook Capital
California
$12.2K -$2.13K -61 -15%
CI Investments Inc
306
CI Investments Inc
Ontario, Canada
$12K +$3.51K +104 +41%
JWM
307
Janiczek Wealth Management
Colorado
$10.1K
PCM
308
Peregrine Capital Management
Minnesota
$10.1K
EWA
309
EverSource Wealth Advisors
Alabama
$9.2K +$8.05K +231 +700%
SS
310
Sunbelt Securities
Texas
$8.82K
BTI
311
Blue Trust Inc
Georgia
$8K -$1.2K -30 -13%
LF
312
Lee Financial
Texas
$7.84K
CFO
313
CVA Family Office
Colorado
$7.56K -$1.67K -48 -18%
PA
314
Parallel Advisors
California
$7.25K -$61.3K -1,759 -89%
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$6.37K -$1.25K -36 -16%
BIA
316
Bell Investment Advisors
California
$3.55K -$836 -24 -19%
Group One Trading
317
Group One Trading
Illinois
$3.48K +$3.48K +100 New
KFI
318
Key Financial Inc
Pennsylvania
$3.38K +$3.38K +97 New
UB
319
UMB Bank
Missouri
$3.34K
FRA
320
Front Row Advisors
California
$3K +$31 +1 +1%
CSPIA
321
Cary Street Partners Investment Advisory
Virginia
$2.96K
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$1.29K
PFBT
323
Parkside Financial Bank & Trust
Missouri
$767 +$767 +22 New
GWS
324
Glassman Wealth Services
Virginia
$731 +$104 +3 +17%
CPG
325
Cornerstone Planning Group
New Jersey
$731 +$731 +21 New