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National Storage Affiliates Trust

299 hedge funds and large institutions have $2.32B invested in National Storage Affiliates Trust in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $2.02M

10% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 109

4.02% less ownership

Funds ownership: 86.08%82.06% (-4%)

10% less funds holding

Funds holding: 334299 (-35)

12% less capital invested

Capital invested by funds: $2.65B → $2.32B (-$327M)

48% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 66

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
299
Holders Change
-35
Holders Change %
-10.48%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
120
Reduced
109
Closed
66
Calls
$2.27M
Puts
$2.02M
Net Calls
+$260K
Net Calls Change
+$967K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$20.9M -$3.33M -98,300 -13%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$20.4M +$2.25M +66,543 +12%
Legal & General Group
28
Legal & General Group
United Kingdom
$18.5M -$917K -27,091 -4%
Allianz Asset Management
29
Allianz Asset Management
Germany
$18.5M -$952K -28,117 -5%
Invesco
30
Invesco
Georgia
$17.3M +$1.84M +54,431 +11%
LPL Financial
31
LPL Financial
California
$15.5M +$362K +10,693 +2%
BIC
32
B&I Capital
Switzerland
$14M +$121K +3,570 +0.8%
JP Morgan Chase
33
JP Morgan Chase
New York
$13.3M -$3.1M -91,562 -18%
NIG
34
NFJ Investment Group
Texas
$13.3M +$1.67M +49,209 +13%
Swedbank
35
Swedbank
Sweden
$13M
UBS AM
36
UBS AM
Illinois
$12.8M -$1.22M -35,902 -8%
SEI Investments
37
SEI Investments
Pennsylvania
$11.3M +$1.44M +42,645 +14%
LI
38
Leeward Investments
Massachusetts
$10.6M -$867K -25,611 -7%
CIMLRA
39
CBRE Investment Management Listed Real Assets
Pennsylvania
$10M -$1.58M -46,577 -13%
Goldman Sachs
40
Goldman Sachs
New York
$9.95M -$19.8M -585,561 -65%
HA
41
Heartland Advisors
Wisconsin
$9.74M +$1.19M +35,050 +13%
Principal Financial Group
42
Principal Financial Group
Iowa
$9.71M -$77.7K -2,295 -0.7%
WCM
43
Wedge Capital Management
North Carolina
$8.95M -$3.96M -117,031 -29%
URS
44
Utah Retirement Systems
Utah
$8.39M +$1.5M +44,200 +20%
Ameriprise
45
Ameriprise
Minnesota
$8.28M -$462K -13,634 -5%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$8.2M -$93.4K -2,758 -1%
AG
47
Algert Global
California
$8.18M +$1.97M +58,137 +29%
AWM
48
Axxcess Wealth Management
California
$7.89M +$632K +18,658 +8%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$7.78M +$102K +3,013 +1%
Wells Fargo
50
Wells Fargo
California
$7.41M -$24.1K -711 -0.3%

NSA Hedge Fund Activity: Q3 2023 in Review

299 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2023, worth a combined $2.32B — down 12% from $2.65B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of NSA and 34 opened new positions — a net loss of 32 holders — while 109 trimmed existing stakes and 120 added.

The largest buyer was Wasatch Advisors, adding an estimated $34M. The largest seller was Goldman Sachs, cutting an estimated $19.8M.

  • 299 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2023, down from 334 in Q2 2023.
  • Funds reported $2.32B of National Storage Affiliates Trust stock for Q3 2023, down 12% quarter-over-quarter.
  • 34 funds opened new National Storage Affiliates Trust positions in Q3 2023 and 66 closed out, a net change of -32 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2023 was Wasatch Advisors, an estimated $34M added.
  • The largest National Storage Affiliates Trust seller in Q3 2023 was Goldman Sachs, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2023.