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National Storage Affiliates Trust
NSA

351 hedge funds and large institutions have $3.27B invested in National Storage Affiliates Trust in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 146 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $848K

18% more capital invested

Capital invested by funds: $2.77B → $3.27B (+$503M)

0.25% less ownership

Funds ownership: 89.76%89.5% (-0.25%)

2% less funds holding

Funds holding: 359351 (-8)

14% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 51

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 146

Holders
351
Holders Change
-8
Holders Change %
-2.23%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
44
Increased
100
Reduced
146
Closed
51
Calls
$1.63M
Puts
$848K
Net Calls
+$785K
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
301
Loomis, Sayles & Company
Massachusetts
$25K +$23.2K +520 New
GRP
302
Global Retirement Partners
California
$24.7K +$134 +3 +0.6%
PTC
303
Private Trust Company
Ohio
$23.8K
LC
304
Lindbrook Capital
California
$23.7K +$8.52K +191 +64%
C
305
Covestor
United Kingdom
$23K -$2.9K -65 -12%
RA
306
Rise Advisors
New York
$22.7K +$223 +5 +1%
ACM
307
Accent Capital Management
Ohio
$15.1K +$14K +313 New
CT
308
Caldwell Trust
Florida
$14.5K
FCM
309
Fourpath Capital Management
Oklahoma
$14.5K +$13.4K +300 New
PCM
310
Peregrine Capital Management
Minnesota
$14K
AAP
311
Arax Advisory Partners
Colorado
$13.3K +$2.63K +59 +27%
CCA
312
Criterion Capital Advisors
Tennessee
$10.7K
Jones Financial Companies
313
Jones Financial Companies
Missouri
$10.6K +$6.2K +139 +172%
VCM
314
Versant Capital Management
Arizona
$10.6K +$7.23K +162 +279%
QC
315
Quent Capital
New York
$9.98K
BTI
316
Blue Trust Inc
Georgia
$9.85K +$9.15K +205 +603%
AF
317
Allworth Financial
California
$9.16K
RA
318
Ransom Advisory
Rhode Island
$8.68K -$23.2K -520 -74%
QL
319
Quarry LP
New York
$8.19K +$7.59K +170 New
DJSG
320
D.J. St. Germain
Massachusetts
$8.05K
JFA
321
JNBA Financial Advisors
Minnesota
$7.71K +$7.14K +160 New
NS
322
NBC Securities
Alabama
$7K
PS
323
Principal Securities
Iowa
$6.55K
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$6K -$223 -5 -4%
PC
325
Promethos Capital
Massachusetts
$5.78K +$5.36K +120 New

NSA Hedge Fund Activity: Q3 2024 in Review

351 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2024, worth a combined $3.27B — up 18% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of NSA and 44 opened new positions — a net loss of 7 holders — while 146 trimmed existing stakes and 100 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $81.6M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $40.7M sold.

  • 351 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2024, down from 359 in Q2 2024.
  • Funds reported $3.27B of National Storage Affiliates Trust stock for Q3 2024, up 18% quarter-over-quarter.
  • 44 funds opened new National Storage Affiliates Trust positions in Q3 2024 and 51 closed out, a net change of -7 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2024 was Capital World Investors, an estimated $81.6M added.
  • The largest National Storage Affiliates Trust seller in Q3 2024 was Balyasny Asset Management, an estimated $40.7M sold.

Based on aggregated 13F filings for Q3 2024.