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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
PFC
326
Phocas Financial Corp
California
$5.69K -$323K -7,237 -6%
BIA
327
Bell Investment Advisors
California
$4.34K
S
328
Sachetta
Massachusetts
$3.57K
BBHC
329
Brown Brothers Harriman & Co
New York
$3.23K +$2.99K +67 New
EWA
330
EverSource Wealth Advisors
Alabama
$3.18K
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$2.46K
CA
332
Continuum Advisory
Idaho
$2.37K
CPA
333
Capital Performance Advisors
California
$2.27K +$2.1K +47 New
PFBT
334
Parkside Financial Bank & Trust
Missouri
$1.88K
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$1.69K
SC
336
Swan Capital
Florida
$1.69K +$1.56K +35 New
PWMG
337
Prestige Wealth Management Group
New Jersey
$1.5K
CA
338
Crewe Advisors
Utah
$1.45K
BIG
339
Brooklyn Investment Group
New York
$1.06K +$982 +22 New
PWA
340
Provenance Wealth Advisors
Florida
$868
UB
341
UMB Bank
Missouri
$868 +$446 +10 +125%
KFI
342
Key Financial Inc
Pennsylvania
$771
FHA
343
First Horizon Advisors
Tennessee
$627
SWM
344
Spire Wealth Management
Virginia
$627
CFGS
345
Concourse Financial Group Securities
Alabama
$578
FFO
346
Fortitude Family Office
Arizona
$578 +$535 +12 New
MFT
347
Moisand Fitzgerald Tamayo
Florida
$526
DF
348
Dunhill Financial
United Kingdom
$226 +$223 +5 New
MG
349
Mather Group
Illinois
$145 +$134 +3 New
WTC
350
WhitTier Trust Company
Nevada
$144

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.