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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
KCM
26
Kennedy Capital Management
Missouri
$23.6M +$3.15M +83,565 +14%
Legal & General Group
27
Legal & General Group
United Kingdom
$21.3M -$1.34M -35,631 -6%
Allianz Asset Management
28
Allianz Asset Management
Germany
$21.2M +$3.53M +93,592 +18%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$20.1M +$12.3M +325,933 +130%
Millennium Management
30
Millennium Management
New York
$19.8M +$19.2M +507,717 +836%
UBS AM
31
UBS AM
Illinois
$18.4M
JP Morgan Chase
32
JP Morgan Chase
New York
$17.8M -$242K -6,405 -1%
Invesco
33
Invesco
Georgia
$17.1M -$56.1M -1,487,987 -75%
LPL Financial
34
LPL Financial
California
$16.7M +$989K +26,219 +6%
BIC
35
B&I Capital
Switzerland
$15.2M +$4.61M +122,300 +39%
Lazard Asset Management
36
Lazard Asset Management
New York
$15M -$56K -1,485 -0.3%
Federated Hermes
37
Federated Hermes
Pennsylvania
$14.4M -$4.02M -106,672 -21%
Swedbank
38
Swedbank
Sweden
$14.3M
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$14.1M -$14.8M -392,475 -49%
WCM
40
Wedge Capital Management
North Carolina
$13.9M +$2.84M +75,194 +23%
NIG
41
NFJ Investment Group
Texas
$12.9M +$1.32M +35,084 +11%
CIMLRA
42
CBRE Investment Management Listed Real Assets
Pennsylvania
$12.6M -$4.44M -117,598 -24%
LI
43
Leeward Investments
Massachusetts
$12.5M -$363K -9,634 -3%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$11.9M +$12.5M +332,512 +3,865%
RCM
45
Requisite Capital Management
Texas
$11.4M +$12.3M +325,980 New
SEI Investments
46
SEI Investments
Pennsylvania
$10.9M +$2.39M +63,334 +25%
Principal Financial Group
47
Principal Financial Group
Iowa
$10.7M -$1.9M -50,327 -14%
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$10.3M +$404K +10,705 +4%
Ameriprise
49
Ameriprise
Minnesota
$9.56M -$754K -19,992 -7%
HA
50
Heartland Advisors
Wisconsin
$9.47M +$4.41M +116,975 +75%

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.