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National Storage Affiliates Trust

282 hedge funds and large institutions have $3.98B invested in National Storage Affiliates Trust in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 9

137% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 62

24% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $3.72M

24% more capital invested

Capital invested by funds: $3.22B → $3.98B (+$761M)

11% more funds holding

Funds holding: 253282 (+29)

1.7% more ownership

Funds ownership: 83.42%85.12% (+1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
282
Holders Change
+29
Holders Change %
+11.46%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
147
Reduced
62
Closed
9
Calls
$4.62M
Puts
$3.72M
Net Calls
+$902K
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$32.9M +$5.86M +106,364 +21%
Legal & General Group
27
Legal & General Group
United Kingdom
$30.7M +$5.42M +98,470 +20%
Two Sigma Investments
28
Two Sigma Investments
New York
$29M +$15.3M +278,465 +103%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$28.6M +$15.8M +286,200 +112%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$28.1M +$7.25M +131,609 +34%
Victory Capital Management
31
Victory Capital Management
Texas
$27.8M +$27.8M +503,936 +2,173%
WMSA
32
Weiss Multi-Strategy Advisers
New York
$26.1M +$27.2M +493,853 New
Man Group
33
Man Group
United Kingdom
$24.2M +$11.9M +216,882 +90%
CGM
34
Capital Growth Management
Massachusetts
$23.8M -$2.75M -50,000 -10%
UBS AM
35
UBS AM
Illinois
$23M +$3.68M +66,820 +18%
Ameriprise
36
Ameriprise
Minnesota
$20.6M -$2.75M -50,003 -11%
Principal Financial Group
37
Principal Financial Group
Iowa
$20.4M +$2.9M +52,663 +16%
Wells Fargo
38
Wells Fargo
California
$19.9M +$4.45M +80,823 +27%
AACA
39
American Assets Capital Advisers
California
$19.8M -$8.28M -150,422 -29%
Swedbank
40
Swedbank
Sweden
$18.5M +$2.75M +50,000 +17%
GC
41
Guggenheim Capital
Illinois
$16.5M +$11.9M +215,819 +224%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
42
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.6M +$8.01M +145,500 +96%
Citadel Advisors
43
Citadel Advisors
Florida
$15.4M -$2.32M -42,108 -13%
GA
44
GRS Advisors
Illinois
$14M +$2.45M +44,568 +20%
Asset Management One
45
Asset Management One
Japan
$12.3M -$214K -3,884 -2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$12.1M +$1.87M +33,949 +17%
BIC
47
B&I Capital
Switzerland
$11.4M -$3.05M -55,400 -20%
PPA
48
Parametric Portfolio Associates
Washington
$11.2M +$3.75M +68,055 +47%
Bank of America
49
Bank of America
North Carolina
$10.7M +$3.77M +68,483 +51%
Deutsche Bank
50
Deutsche Bank
Germany
$10.5M +$4.03M +73,255 +59%

NSA Hedge Fund Activity: Q3 2021 in Review

282 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2021, worth a combined $3.98B — up 24% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NSA positions and 9 closed out — a net gain of 31 holders — while 147 added to existing stakes and 62 trimmed.

The largest buyer was Vanguard Group, adding an estimated $159M. The largest seller was Wasatch Advisors, cutting an estimated $47.5M.

  • 282 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2021, up from 253 in Q2 2021.
  • Funds reported $3.98B of National Storage Affiliates Trust stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new National Storage Affiliates Trust positions in Q3 2021 and 9 closed out, a net change of +31 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2021 was Vanguard Group, an estimated $159M added.
  • The largest National Storage Affiliates Trust seller in Q3 2021 was Wasatch Advisors, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2021.