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National Storage Affiliates Trust

323 hedge funds and large institutions have $2.67B invested in National Storage Affiliates Trust in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $1.06M

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

5% more funds holding

Funds holding: 307323 (+16)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.44% less ownership

Funds ownership: 88.01%85.57% (-2.4%)

12% less capital invested

Capital invested by funds: $3.03B → $2.67B (-$357M)

13% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 122

Holders
323
Holders Change
+16
Holders Change %
+5.21%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
106
Reduced
122
Closed
30
Calls
$4.99M
Puts
$1.06M
Net Calls
+$3.94M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
301
UMB Bank
Missouri
$3.76K
BIA
302
Bell Investment Advisors
California
$3.52K
LI
303
LRI Investments
Florida
$3.52K +$3.38K +90 New
MG
304
Mather Group
Illinois
$2.78K +$2.52K +67 New
WCM
305
Westend Capital Management
California
$2.74K +$2.63K +70 New
GI
306
GAMMA Investing
California
$2.47K +$1.5K +40 +174%
CA
307
Continuum Advisory
Idaho
$2.06K +$2.1K +56 New
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$2K
S
309
Sachetta
Massachusetts
$1.53K
PFBT
310
Parkside Financial Bank & Trust
Missouri
$1.53K
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$1.37K
PWMG
312
Prestige Wealth Management Group
New Jersey
$1.21K
VNA
313
Valley National Advisers
Pennsylvania
$1K +$188 +5 +14%
EWA
314
EverSource Wealth Advisors
Alabama
$946 +$451 +12 +80%
SS
315
Sunbelt Securities
Texas
$822
IA
316
IFP Advisors
Florida
$783 -$2.1K -56 -74%
PWA
317
Provenance Wealth Advisors
Florida
$705
FHA
318
First Horizon Advisors
Tennessee
$509
SWM
319
Spire Wealth Management
Virginia
$509 +$488 +13 New
CFGS
320
Concourse Financial Group Securities
Alabama
$476
MFT
321
Moisand Fitzgerald Tamayo
Florida
$411
MCM
322
MV Capital Management
Maryland
$40 +$38 +1 New
FIA
323
FNY Investment Advisers
New York
$23 +$22.5K +600 New
VNIM
324
Vaughan Nelson Investment Management
Texas
-$49.1M -1,184,404 Closed
Point72 Asset Management
325
Point72 Asset Management
Connecticut
-$32.3M -778,235 Closed

NSA Hedge Fund Activity: Q1 2024 in Review

323 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2024, worth a combined $2.67B — down 12% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NSA positions and 30 closed out — a net gain of 16 holders — while 106 added to existing stakes and 122 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $41.6M. The largest seller was Balyasny Asset Management, cutting an estimated $77.6M.

  • 323 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2024, up from 307 in Q4 2023.
  • Funds reported $2.67B of National Storage Affiliates Trust stock for Q1 2024, down 12% quarter-over-quarter.
  • 46 funds opened new National Storage Affiliates Trust positions in Q1 2024 and 30 closed out, a net change of +16 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2024 was Wasatch Advisors, an estimated $41.6M added.
  • The largest National Storage Affiliates Trust seller in Q1 2024 was Balyasny Asset Management, an estimated $77.6M sold.

Based on aggregated 13F filings for Q1 2024.