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National Storage Affiliates Trust

323 hedge funds and large institutions have $2.67B invested in National Storage Affiliates Trust in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $1.06M

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

5% more funds holding

Funds holding: 307323 (+16)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.44% less ownership

Funds ownership: 88.01%85.57% (-2.4%)

12% less capital invested

Capital invested by funds: $3.03B → $2.67B (-$357M)

13% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 122

Holders
323
Holders Change
+16
Holders Change %
+5.21%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
106
Reduced
122
Closed
30
Calls
$4.99M
Puts
$1.06M
Net Calls
+$3.94M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$20.6M -$3.44M -91,557 -15%
LPL Financial
27
LPL Financial
California
$19.6M +$385K +10,245 +2%
HA
28
Heartland Advisors
Wisconsin
$18.6M +$5.63K +150 +0%
JP Morgan Chase
29
JP Morgan Chase
New York
$16.1M +$140K +3,717 +0.9%
Swedbank
30
Swedbank
Sweden
$16.1M
UBS AM
31
UBS AM
Illinois
$14.7M -$622K -16,551 -4%
Citadel Advisors
32
Citadel Advisors
Florida
$14.1M +$12.3M +327,521 +1,020%
SEI Investments
33
SEI Investments
Pennsylvania
$14M +$2.7M +71,831 +25%
Allianz Asset Management
34
Allianz Asset Management
Germany
$13.7M -$5.29M -140,876 -29%
LI
35
Leeward Investments
Massachusetts
$12.4M -$504K -13,419 -4%
CIMLRA
36
CBRE Investment Management Listed Real Assets
Pennsylvania
$12.4M
NIG
37
NFJ Investment Group
Texas
$12.3M -$410K -10,908 -3%
Principal Financial Group
38
Principal Financial Group
Iowa
$11.4M +$263K +6,995 +2%
Bank of America
39
Bank of America
North Carolina
$11.2M +$4.98M +132,623 +86%
WCM
40
Wedge Capital Management
North Carolina
$11.2M +$64K +1,705 +0.6%
KCM
41
Kennedy Capital Management
Missouri
$11.2M -$11.6M -307,851 -52%
RJA
42
Raymond James & Associates
Florida
$10.6M +$1.98M +52,616 +24%
Macquarie Group
43
Macquarie Group
Australia
$10.1M -$224K -5,958 -2%
Wells Fargo
44
Wells Fargo
California
$9.64M +$809K +21,546 +10%
OTPPB
45
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.57M +$4.45M +118,341 +94%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$9.51M -$77.6M -2,066,968 -89%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$9.18M +$353K +9,393 +4%
DSN
48
D. Scott Neal
Kentucky
$9.02M +$8.65M +230,328 New
CCM
49
Callodine Capital Management
Massachusetts
$9.01M -$97.7K -2,600 -1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$8.93M -$505K -13,438 -6%

NSA Hedge Fund Activity: Q1 2024 in Review

323 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2024, worth a combined $2.67B — down 12% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NSA positions and 30 closed out — a net gain of 16 holders — while 106 added to existing stakes and 122 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $41.6M. The largest seller was Balyasny Asset Management, cutting an estimated $77.6M.

  • 323 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2024, up from 307 in Q4 2023.
  • Funds reported $2.67B of National Storage Affiliates Trust stock for Q1 2024, down 12% quarter-over-quarter.
  • 46 funds opened new National Storage Affiliates Trust positions in Q1 2024 and 30 closed out, a net change of +16 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2024 was Wasatch Advisors, an estimated $41.6M added.
  • The largest National Storage Affiliates Trust seller in Q1 2024 was Balyasny Asset Management, an estimated $77.6M sold.

Based on aggregated 13F filings for Q1 2024.