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National Storage Affiliates Trust

334 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

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

10% more funds holding

Funds holding: 304334 (+30)

2.45% more ownership

Funds ownership: 83.63%86.08% (+2.5%)

16% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 129

16% less capital invested

Capital invested by funds: $3.14B → $2.65B (-$493M)

30% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $2.35M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
334
Holders Change
+30
Holders Change %
+9.87%
% of All Funds
5.24%
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
Change in
Stake
AF
301
Allworth Financial
California
$15.7K -$2.53K -67 -13%
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$15.3K -$11.3K -299 -41%
NA
303
NewEdge Advisors
Louisiana
$13.9K -$45.3K -1,202 -75%
SIS
304
Sound Income Strategies
Florida
$13.9K +$15.1K +400 New
LC
305
Lindbrook Capital
California
$12.2K -$2.3K -61 -15%
CI Investments Inc
306
CI Investments Inc
Ontario, Canada
$12K +$3.92K +104 +41%
CT
307
Caldwell Trust
Florida
$10.4K
JWM
308
Janiczek Wealth Management
Colorado
$10.1K
PCM
309
Peregrine Capital Management
Minnesota
$10.1K
EWA
310
EverSource Wealth Advisors
Alabama
$9.2K +$8.71K +231 +700%
SS
311
Sunbelt Securities
Texas
$8.82K
BTI
312
Blue Trust Inc
Georgia
$8K -$1.13K -30 -13%
LF
313
Lee Financial
Texas
$7.84K
CFO
314
CVA Family Office
Colorado
$7.56K -$1.81K -48 -18%
PA
315
Parallel Advisors
California
$7.25K -$66.4K -1,759 -89%
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$6.37K -$1.36K -36 -16%
BIA
317
Bell Investment Advisors
California
$3.55K -$905 -24 -19%
Group One Trading
318
Group One Trading
Illinois
$3.48K +$3.77K +100 New
KFI
319
Key Financial Inc
Pennsylvania
$3.38K +$3.66K +97 New
UB
320
UMB Bank
Missouri
$3.34K
FRA
321
Front Row Advisors
California
$3K +$38 +1 +1%
CSPIA
322
Cary Street Partners Investment Advisory
Virginia
$2.96K
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$1.29K
PFBT
324
Parkside Financial Bank & Trust
Missouri
$767 +$830 +22 New
GWS
325
Glassman Wealth Services
Virginia
$731 +$113 +3 +17%

NSA Hedge Fund Activity: Q2 2023 in Review

334 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2023, worth a combined $2.65B — down 16% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NSA positions and 29 closed out — a net gain of 30 holders — while 109 added to existing stakes and 129 trimmed.

The largest buyer was Anchor Capital Advisors, adding an estimated $38M. The largest seller was Invesco, cutting an estimated $56.1M.

  • 334 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2023, up from 304 in Q1 2023.
  • Funds reported $2.65B of National Storage Affiliates Trust stock for Q2 2023, down 16% quarter-over-quarter.
  • 59 funds opened new National Storage Affiliates Trust positions in Q2 2023 and 29 closed out, a net change of +30 holders.
  • The largest National Storage Affiliates Trust buyer in Q2 2023 was Anchor Capital Advisors, an estimated $38M added.
  • The largest National Storage Affiliates Trust seller in Q2 2023 was Invesco, an estimated $56.1M sold.

Based on aggregated 13F filings for Q2 2023.