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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
FRA
326
Front Row Advisors
California
$4.16K -$641 -17 -14%
BIA
327
Bell Investment Advisors
California
$3.71K
LI
328
LRI Investments
Florida
$3.71K
Jones Financial Companies
329
Jones Financial Companies
Missouri
$3.34K +$3.05K +81 New
EWP
330
Elevation Wealth Partners
California
$3.26K +$2.98K +79 New
S
331
Sachetta
Massachusetts
$3.21K +$1.4K +37 +100%
EWA
332
EverSource Wealth Advisors
Alabama
$2.81K +$1.47K +39 +144%
FFA
333
Frazier Financial Advisors
Ohio
$2.39K +$2.19K +58 New
VCM
334
Versant Capital Management
Arizona
$2.39K +$2.19K +58 New
CA
335
Continuum Advisory
Idaho
$2.31K
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$2.1K
PFBT
337
Parkside Financial Bank & Trust
Missouri
$1.61K
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$1.44K
BTI
339
Blue Trust Inc
Georgia
$1.33K +$1.28K +34 New
PWMG
340
Prestige Wealth Management Group
New Jersey
$1.28K
AA
341
Ancora Advisors
Ohio
$1.24K +$1.13K +30 New
CA
342
Crewe Advisors
Utah
$1.24K +$1.13K +30 New
OWA
343
Opal Wealth Advisors
New York
$1.11K +$1.02K +27 New
IC
344
Innealta Capital
Texas
$1.07K +$980 +26 New
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$1.02K +$942 +25 New
VNA
346
Valley National Advisers
Pennsylvania
$1K
Cohen & Steers
347
Cohen & Steers
New York
$1K +$1.32K +35 New
IA
348
IFP Advisors
Florida
$824
LIA
349
Lynx Investment Advisory
District of Columbia
$824 +$754 +20 New
PWA
350
Provenance Wealth Advisors
Florida
$742

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.