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National Storage Affiliates Trust

328 hedge funds and large institutions have $2.15B invested in National Storage Affiliates Trust in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 112 increasing their positions, 124 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $353K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

5.13% more ownership

Funds ownership: 93.89%99.02% (+5.1%)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

1% less funds holding

Funds holding: 330328 (-2)

1% less capital invested

Capital invested by funds: $2.18B → $2.15B (-$26.9M)

10% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 124

Holders
328
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
112
Reduced
124
Closed
42
Calls
$2.02M
Puts
$353K
Net Calls
+$1.67M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$1.75K
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$1.61K
PWA
303
Physician Wealth Advisors
Utah
$1.44K -$328 -11 -18%
WA
304
WPG Advisers
Maryland
$1.38K
EP
305
Essential Partners
California
$1.38K +$983 +33 +206%
RWM
306
Rialto Wealth Management
New York
$1.19K +$447 +15 +56%
II
307
Inspire Investing
Idaho
$1.02K +$1.07K +36 New
PWMG
308
Prestige Wealth Management Group
New Jersey
$875
CPG
309
Cornerstone Planning Group
New Jersey
$859 +$804 +27 New
BTI
310
Blue Trust Inc
Georgia
$846 -$298 -10 -25%
EWA
311
EverSource Wealth Advisors
Alabama
$818 -$1.04K -35 -55%
BIA
312
Bell Investment Advisors
California
$790 -$1.85K -62 -69%
SC
313
SouthState Corp
Florida
$565 -$149 -5 -20%
CFO
314
CVA Family Office
Colorado
$564 +$119 +4 +25%
PWPS
315
Pinnacle Wealth Planning Services
Ohio
$564 +$596 +20 New
PWA
316
Provenance Wealth Advisors
Florida
$508
KFI
317
Key Financial Inc
Pennsylvania
$451
EW
318
Elyxium Wealth
California
$395 +$417 +14 New
PFBT
319
Parkside Financial Bank & Trust
Missouri
$339 -$6.94K -233 -95%
MFT
320
Moisand Fitzgerald Tamayo
Florida
$336
MCM
321
MV Capital Management
Maryland
$170 +$149 +5 +500%
DF
322
Dunhill Financial
United Kingdom
$110 +$119 +4 New
WTC
323
WhitTier Trust Company
Nevada
$88
LFG
324
Larson Financial Group
Missouri
$56 -$89 -3 -60%
AssetMark Inc
325
AssetMark Inc
California
$56 +$60 +2 New