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National Storage Affiliates Trust
NSA

359 hedge funds and large institutions have $2.77B invested in National Storage Affiliates Trust in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 105 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $3.36M | Put options by funds: $795K

139% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 28

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

11% more funds holding

Funds holding: 323359 (+36)

4.19% more ownership

Funds ownership: 85.57%89.76% (+4.2%)

3% more capital invested

Capital invested by funds: $2.67B → $2.77B (+$92.8M)

26% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 141

Holders
359
Holders Change
+36
Holders Change %
+11.15%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
67
Increased
105
Reduced
141
Closed
28
Calls
$3.36M
Puts
$795K
Net Calls
+$2.57M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
301
Pacific Capital Wealth Advisors
California
$26.8K +$24.5K +650 New
GWM
302
Geneos Wealth Management
Colorado
$23.5K
C
303
Covestor
United Kingdom
$22K -$78K -2,070 -79%
GI
304
GAMMA Investing
California
$21.8K +$17.6K +467 +741%
NA
305
NewEdge Advisors
Louisiana
$21.2K -$3.5K -93 -15%
GRP
306
Global Retirement Partners
California
$21K -$18.1K -481 -49%
PTC
307
Private Trust Company
Ohio
$20.3K
BFEC
308
Benjamin F. Edwards & Company
Missouri
$20K -$2.04K -54 -10%
RA
309
Rise Advisors
New York
$19.2K +$490 +13 +3%
MTC
310
Matrix Trust Company
Colorado
$19K +$17.1K +455 New
DB
311
Danske Bank
Denmark
$16.5K +$15.1K +400 New
CT
312
Caldwell Trust
Florida
$12.4K
LC
313
Lindbrook Capital
California
$12.4K +$339 +9 +3%
PCM
314
Peregrine Capital Management
Minnesota
$12K
CCA
315
Criterion Capital Advisors
Tennessee
$10.7K
VWM
316
Venturi Wealth Management
Texas
$9.73K +$2.26K +60 +34%
AAP
317
Arax Advisory Partners
Colorado
$8.95K +$8.18K +217 New
QC
318
Quent Capital
New York
$8.53K
AF
319
Allworth Financial
California
$8.4K +$490 +13 +7%
IAIM
320
International Assets Investment Management
Florida
$8.33K +$7.61K +202 New
DJSG
321
D.J. St. Germain
Massachusetts
$6.88K +$6.29K +167 New
NS
322
NBC Securities
Alabama
$6K -$1.43K -38 -19%
PS
323
Principal Securities
Iowa
$5.61K +$113 +3 +2%
PFC
324
Phocas Financial Corp
California
$5.16K -$88.7K -2,354 -2%
CI Investments Inc
325
CI Investments Inc
Ontario, Canada
$5K -$490 -13 -9%

NSA Hedge Fund Activity: Q2 2024 in Review

359 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2024, worth a combined $2.77B — up 3.5% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NSA positions and 28 closed out — a net gain of 39 holders — while 105 added to existing stakes and 141 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $28.1M. The largest seller was Wellington Management Group, cutting an estimated $38.7M.

  • 359 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $2.77B of National Storage Affiliates Trust stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 67 funds opened new National Storage Affiliates Trust positions in Q2 2024 and 28 closed out, a net change of +39 holders.
  • The largest National Storage Affiliates Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $28.1M added.
  • The largest National Storage Affiliates Trust seller in Q2 2024 was Wellington Management Group, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2024.