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National Storage Affiliates Trust

304 hedge funds and large institutions have $3.14B invested in National Storage Affiliates Trust in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

45% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $1.34M

22% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 106

16% more capital invested

Capital invested by funds: $2.72B → $3.14B (+$424M)

0.59% less ownership

Funds ownership: 84.22%83.63% (-0.59%)

4% less funds holding

Funds holding: 318304 (-14)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

Holders
304
Holders Change
-14
Holders Change %
-4.4%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
129
Reduced
106
Closed
47
Calls
$1.94M
Puts
$1.34M
Net Calls
+$597K
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
326
Bridgefront Capital
Texas
-$423K -11,717 Closed
BCM
327
Bayesian Capital Management
New York
-$401K -11,100 Closed
QT
328
Quantamental Technologies
New York
-$389K -10,782 Closed
OC
329
Oppenheimer & Co
New York
-$389K -10,765 Closed
Verition Fund Management
330
Verition Fund Management
Connecticut
-$373K -10,324 Closed
AI
331
AXS Investments
New York
-$347K -9,599 Closed
CP
332
CenterBook Partners
Connecticut
-$345K -9,545 Closed
FC
333
FORA Capital
Florida
-$291K -8,070 Closed
AssetMark Inc
334
AssetMark Inc
California
-$136K -3,777 Closed
PMEF
335
Point72 Middle East FZE
United Arab Emirates
-$108K -2,986 Closed
PI
336
PEAK6 Investments
Illinois
-$119K -2,931 Closed
MFG
337
Mendota Financial Group
Wisconsin
-$29.1K -805 Closed
CS
338
Comerica Securities
Michigan
-$13.8K -383 Closed
QL
339
Quarry LP
New York
-$12.5K -345 Closed
MCC
340
Money Concepts Capital
Florida
-$10.8K -300 Closed
TWM
341
Tradition Wealth Management
Minnesota
-$11K -300 Closed
HDIM
342
Hanson & Doremus Investment Management
Vermont
-$9K -250 Closed
DWP
343
Destiny Wealth Partners
Florida
-$6.07K -168 Closed
BHWM
344
Beaird Harris Wealth Management
Texas
-$2.02K -56 Closed
AWM
345
Accurate Wealth Management
Florida
-$1.98K -55 Closed
IA
346
IFP Advisors
Florida
-$2K -53 Closed
PWMG
347
Prestige Wealth Management Group
New Jersey
-$1.23K -34 Closed
MRCM
348
M&R Capital Management
New Jersey
-$1.16K -32 Closed
MPCL
349
My Personal CFO LLC
Washington
-$289 -8 Closed
PFBT
350
Parkside Financial Bank & Trust
Missouri
-$289 -8 Closed

NSA Hedge Fund Activity: Q1 2023 in Review

304 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2023, worth a combined $3.14B — up 16% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of NSA and 37 opened new positions — a net loss of 10 holders — while 106 trimmed existing stakes and 129 added.

The largest buyer was UBS AM, opening a new position worth an estimated $17.8M. The largest seller was Balyasny Asset Management, cutting an estimated $38M.

  • 304 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2023, down from 318 in Q4 2022.
  • Funds reported $3.14B of National Storage Affiliates Trust stock for Q1 2023, up 16% quarter-over-quarter.
  • 37 funds opened new National Storage Affiliates Trust positions in Q1 2023 and 47 closed out, a net change of -10 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2023 was UBS AM, an estimated $17.8M added.
  • The largest National Storage Affiliates Trust seller in Q1 2023 was Balyasny Asset Management, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2023.