We are live on ! Find out more
NSA icon

National Storage Affiliates Trust

334 hedge funds and large institutions have $2.65B invested in National Storage Affiliates Trust in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

10% more funds holding

Funds holding: 304334 (+30)

2.45% more ownership

Funds ownership: 83.63%86.08% (+2.5%)

16% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 129

16% less capital invested

Capital invested by funds: $3.14B → $2.65B (-$493M)

30% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $2.35M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
334
Holders Change
+30
Holders Change %
+9.87%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
59
Increased
109
Reduced
129
Closed
29
Calls
$1.64M
Puts
$2.35M
Net Calls
-$707K
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
326
Cornerstone Planning Group
New Jersey
$731 +$792 +21 New
QC
327
Quent Capital
New York
$697 +$754 +20 New
JFA
328
JNBA Financial Advisors
Minnesota
$593
IA
329
IFP Advisors
Florida
$592 +$641 +17 New
FHA
330
First Horizon Advisors
Tennessee
$453
BAAM
331
Baker Avenue Asset Management
California
$418 +$453 +12 New
MFT
332
Moisand Fitzgerald Tamayo
Florida
$349 +$377 +10 New
AF
333
Advisornet Financial
Minnesota
$174 -$19.6K -520 -99%
CFGS
334
Concourse Financial Group Securities
Alabama
$34 -$3.17K -84 -99%
Point72 Asset Management
335
Point72 Asset Management
Connecticut
-$12.8M -305,582 Closed
HCM
336
HGI Capital Management
New York
-$7.24M -173,180 Closed
GCM
337
Greenland Capital Management
New York
-$1.25M -30,000 Closed
CWM
338
CIBC World Markets
New York
-$1.15M -27,481 Closed
Canada Pension Plan Investment Board
339
Canada Pension Plan Investment Board
Ontario, Canada
-$965K -23,100 Closed
National Bank of Canada
340
National Bank of Canada
Quebec, Canada
-$897K -21,227 Closed
OCBCO
341
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$798K -19,095 Closed
FF
342
Friedenthal Financial
New Jersey
-$666K -15,948 Closed
VU
343
Vanderbilt University
Tennessee
-$549K -13,151 Closed
DTL
344
Dynamic Technology Lab
Singapore
-$422K -10,105 Closed
VI
345
Vestcor Inc
New Brunswick, Canada
-$233K -5,576 Closed
KFP
346
KMG Fiduciary Partners
Ohio
-$230K -5,501 Closed
RJT
347
Raymond James Trust
Florida
-$229K -5,493 Closed
SCM
348
Stevens Capital Management
Pennsylvania
-$225K -5,397 Closed
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
-$224K -5,363 Closed
VF
350
Virtu Financial
New York
-$216K -5,166 Closed

NSA Hedge Fund Activity: Q2 2023 in Review

334 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2023, worth a combined $2.65B — down 16% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NSA positions and 29 closed out — a net gain of 30 holders — while 109 added to existing stakes and 129 trimmed.

The largest buyer was Anchor Capital Advisors, adding an estimated $38M. The largest seller was Invesco, cutting an estimated $56.1M.

  • 334 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2023, up from 304 in Q1 2023.
  • Funds reported $2.65B of National Storage Affiliates Trust stock for Q2 2023, down 16% quarter-over-quarter.
  • 59 funds opened new National Storage Affiliates Trust positions in Q2 2023 and 29 closed out, a net change of +30 holders.
  • The largest National Storage Affiliates Trust buyer in Q2 2023 was Anchor Capital Advisors, an estimated $38M added.
  • The largest National Storage Affiliates Trust seller in Q2 2023 was Invesco, an estimated $56.1M sold.

Based on aggregated 13F filings for Q2 2023.