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National Storage Affiliates Trust

307 hedge funds and large institutions have $3.03B invested in National Storage Affiliates Trust in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 141 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

30% more capital invested

Capital invested by funds: $2.32B → $3.03B (+$708M)

16% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $2.21M

5.95% more ownership

Funds ownership: 82.06%88.01% (+5.9%)

3% more funds holding

Funds holding: 299307 (+8)

41% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 141

Holders
307
Holders Change
+8
Holders Change %
+2.68%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
83
Reduced
141
Closed
35
Calls
$2.57M
Puts
$2.21M
Net Calls
+$361K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$25.3M +$874K +26,078 +4%
KCM
27
Kennedy Capital Management
Missouri
$24.6M -$2.66M -79,248 -12%
N
28
Nuveen
North Carolina
$22.8M -$3.69M -110,194 -17%
Invesco
29
Invesco
Georgia
$22.2M -$381K -11,364 -2%
Allianz Asset Management
30
Allianz Asset Management
Germany
$20.4M -$3.05M -91,031 -16%
LPL Financial
31
LPL Financial
California
$20.4M +$47K +1,402 +0.3%
HA
32
Heartland Advisors
Wisconsin
$19.7M +$5.66M +168,825 +55%
BIC
33
B&I Capital
Switzerland
$17.6M -$587K -17,500 -4%
Swedbank
34
Swedbank
Sweden
$17M
JP Morgan Chase
35
JP Morgan Chase
New York
$16.9M -$421K -12,572 -3%
UBS AM
36
UBS AM
Illinois
$16.3M -$355K -10,591 -3%
LI
37
Leeward Investments
Massachusetts
$13.7M -$83.7K -2,498 -0.8%
NIG
38
NFJ Investment Group
Texas
$13.5M -$3.1M -92,363 -22%
CIMLRA
39
CBRE Investment Management Listed Real Assets
Pennsylvania
$13.1M
WCM
40
Wedge Capital Management
North Carolina
$11.8M +$91.8K +2,740 +1%
SEI Investments
41
SEI Investments
Pennsylvania
$11.8M -$2.41M -71,992 -20%
Principal Financial Group
42
Principal Financial Group
Iowa
$11.8M -$739K -22,042 -7%
Macquarie Group
43
Macquarie Group
Australia
$11M +$3.01M +89,872 +51%
URS
44
Utah Retirement Systems
Utah
$11M
Natixis Advisors
45
Natixis Advisors
Massachusetts
$10.6M +$324K +9,656 +4%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$10M -$565K -16,856 -7%
CCM
47
Callodine Capital Management
Massachusetts
$9.65M +$146K +4,361 +2%
Wells Fargo
48
Wells Fargo
California
$9.32M -$292K -8,703 -4%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$9.26M +$55.7K +1,661 +0.7%
RJA
50
Raymond James & Associates
Florida
$9.01M +$412K +12,280 +6%

NSA Hedge Fund Activity: Q4 2023 in Review

307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2023, worth a combined $3.03B — up 30% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NSA positions and 35 closed out — a net gain of 11 holders — while 83 added to existing stakes and 141 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $31.8M. The largest seller was Vanguard Group, cutting an estimated $17M.

  • 307 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2023, up from 299 in Q3 2023.
  • Funds reported $3.03B of National Storage Affiliates Trust stock for Q4 2023, up 30% quarter-over-quarter.
  • 46 funds opened new National Storage Affiliates Trust positions in Q4 2023 and 35 closed out, a net change of +11 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2023 was Balyasny Asset Management, an estimated $31.8M added.
  • The largest National Storage Affiliates Trust seller in Q4 2023 was Vanguard Group, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2023.