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National Storage Affiliates Trust

176 hedge funds and large institutions have $1.29B invested in National Storage Affiliates Trust in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

34% more call options, than puts

Call options by funds: $703K | Put options by funds: $526K

27% more capital invested

Capital invested by funds: $1.01B → $1.29B (+$274M)

20% more funds holding

Funds holding: 147176 (+29)

0.84% more ownership

Funds ownership: 94.14%94.99% (+0.84%)

Holders
176
Holders Change
+29
Holders Change %
+19.73%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
65
Reduced
41
Closed
11
Calls
$703K
Puts
$526K
Net Calls
+$177K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$11.7M +$8.3M +322,615 +305%
Principal Financial Group
27
Principal Financial Group
Iowa
$10.3M +$1.18M +45,738 +14%
AACA
28
American Assets Capital Advisers
California
$10.2M +$1.36M +53,000 +17%
EAM
29
Eagle Asset Management
Florida
$9.63M +$271K +10,540 +3%
TCIM
30
TIAA CREF Investment Management
New York
$9.59M -$2.77M -107,690 -23%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$8.53M +$468K +18,185 +6%
Ameriprise
32
Ameriprise
Minnesota
$7.99M +$591K +22,970 +9%
Wells Fargo
33
Wells Fargo
California
$7.49M +$2.56M +99,367 +57%
CC
34
Carlson Capital
Texas
$6.51M +$6.15M +238,947 New
Goldman Sachs
35
Goldman Sachs
New York
$6.5M +$2.56M +99,551 +72%
BA
36
Boston Advisors
Massachusetts
$6.2M +$601K +23,340 +11%
FM
37
Forward Management
California
$5.85M -$147K -5,700 -3%
Legal & General Group
38
Legal & General Group
United Kingdom
$5.21M -$40.3K -1,566 -0.8%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$4.57M -$1.9M -73,998 -31%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$4.1M -$47.6K -1,849 -1%
Allianz Asset Management
41
Allianz Asset Management
Germany
$4.09M
Natixis Advisors
42
Natixis Advisors
Massachusetts
$3.83M -$150K -5,811 -4%
Fisher Asset Management
43
Fisher Asset Management
Washington
$3.71M
Bank of America
44
Bank of America
North Carolina
$3.6M +$438K +17,016 +15%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$3.57M -$1.15M -44,696 -25%
CF
46
Centaurus Financial
California
$3.52M +$3.32M +129,056 New
Macquarie Group
47
Macquarie Group
Australia
$3.48M +$3.24M +126,000 +1,416%
RA
48
Resource America
New York
$3.41M +$3.22M +125,150 New
Kayne Anderson Rudnick Investment Management
49
Kayne Anderson Rudnick Investment Management
California
$3.25M +$47.5K +1,846 +2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$3.12M +$498K +19,345 +20%

NSA Hedge Fund Activity: Q4 2017 in Review

176 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2017, worth a combined $1.29B — up 27% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NSA positions and 11 closed out — a net gain of 29 holders — while 65 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $17.3M. The largest seller was TimesSquare Capital Management, cutting an estimated $18.8M.

  • 176 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2017, up from 147 in Q3 2017.
  • Funds reported $1.29B of National Storage Affiliates Trust stock for Q4 2017, up 27% quarter-over-quarter.
  • 40 funds opened new National Storage Affiliates Trust positions in Q4 2017 and 11 closed out, a net change of +29 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2017 was BlackRock, an estimated $17.3M added.
  • The largest National Storage Affiliates Trust seller in Q4 2017 was TimesSquare Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2017.