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National Storage Affiliates Trust

307 hedge funds and large institutions have $3.03B invested in National Storage Affiliates Trust in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 141 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

30% more capital invested

Capital invested by funds: $2.32B → $3.03B (+$708M)

16% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $2.21M

5.95% more ownership

Funds ownership: 82.06%88.01% (+5.9%)

3% more funds holding

Funds holding: 299307 (+8)

41% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 141

Holders
307
Holders Change
+8
Holders Change %
+2.68%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
83
Reduced
141
Closed
35
Calls
$2.57M
Puts
$2.21M
Net Calls
+$361K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
301
Provenance Wealth Advisors
Florida
$746 +$34 +1 +6%
EWA
302
EverSource Wealth Advisors
Alabama
$622 -$8.55K -255 -94%
FHA
303
First Horizon Advisors
Tennessee
$539
CFGS
304
Concourse Financial Group Securities
Alabama
$497
MFT
305
Moisand Fitzgerald Tamayo
Florida
$429
AssetMark Inc
306
AssetMark Inc
California
$290 +$235 +7 New
WHG
307
Westwood Holdings Group
Texas
-$6.32M -199,173 Closed
KV
308
Kickstand Ventures
New York
-$4.54M -143,034 Closed
OA
309
Oxbow Advisors
Texas
-$4.31M -135,686 Closed
GC
310
Gillson Capital
Illinois
-$4.3M -135,390 Closed
RGREA
311
Ranger Global Real Estate Advisors
Colorado
-$3.79M -119,427 Closed
Squarepoint
312
Squarepoint
New York
-$1.57M -49,495 Closed
SG Americas Securities
313
SG Americas Securities
New York
-$1.34M -42,173 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
314
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.07M -33,763 Closed
CIC
315
Cornercap Investment Counsel
Georgia
-$802K -25,263 Closed
MYAM
316
Meiji Yasuda Asset Management
Japan
-$712K -22,417 Closed
FRM
317
Fox Run Management
Connecticut
-$681K -21,444 Closed
VIM
318
Vancity Investment Management
British Columbia, Canada
-$580K -18,285 Closed
D.E. Shaw & Co
319
D.E. Shaw & Co
New York
-$526K -16,571 Closed
HighTower Advisors
320
HighTower Advisors
Illinois
-$512K -16,466 Closed
VU
321
Vanderbilt University
Tennessee
-$464K -14,619 Closed
SSA
322
Schonfeld Strategic Advisors
New York
-$454K -14,300 Closed
VF
323
Virtu Financial
New York
-$430K -13,563 Closed
Creative Planning
324
Creative Planning
Kansas
-$423K -13,314 Closed
Commonwealth Equity Services
325
Commonwealth Equity Services
Massachusetts
-$383K -12,056 Closed

NSA Hedge Fund Activity: Q4 2023 in Review

307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2023, worth a combined $3.03B — up 30% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NSA positions and 35 closed out — a net gain of 11 holders — while 83 added to existing stakes and 141 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $31.8M. The largest seller was Vanguard Group, cutting an estimated $17M.

  • 307 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2023, up from 299 in Q3 2023.
  • Funds reported $3.03B of National Storage Affiliates Trust stock for Q4 2023, up 30% quarter-over-quarter.
  • 46 funds opened new National Storage Affiliates Trust positions in Q4 2023 and 35 closed out, a net change of +11 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2023 was Balyasny Asset Management, an estimated $31.8M added.
  • The largest National Storage Affiliates Trust seller in Q4 2023 was Vanguard Group, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2023.