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National Storage Affiliates Trust

349 hedge funds and large institutions have $2.57B invested in National Storage Affiliates Trust in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 139 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $602K

16% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 120

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

1% less funds holding

Funds holding: 351349 (-2)

0.61% less ownership

Funds ownership: 89.5%88.89% (-0.61%)

21% less capital invested

Capital invested by funds: $3.27B → $2.57B (-$701M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
349
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
36
Increased
139
Reduced
120
Closed
34
Calls
$1.28M
Puts
$602K
Net Calls
+$676K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$20.2M +$844K +19,693 +4%
Marshall Wace
27
Marshall Wace
United Kingdom
$20M +$8.26M +192,765 +58%
Invesco
28
Invesco
Georgia
$18M -$394K -9,192 -2%
HA
29
Heartland Advisors
Wisconsin
$16.7M -$25.7K -600 -0.1%
UBS AM
30
UBS AM
Illinois
$16.5M +$559K +13,052 +3%
AAMU
31
APG Asset Management US
New York
$15.2M +$2.23M +52,093 +15%
SEI Investments
32
SEI Investments
Pennsylvania
$14.9M +$1.25M +29,063 +8%
LI
33
Leeward Investments
Massachusetts
$14.6M -$1.24M -28,860 -7%
Legal & General Group
34
Legal & General Group
United Kingdom
$14.3M -$1.45M -33,905 -8%
Raymond James Financial
35
Raymond James Financial
Florida
$13.4M +$15.1M +352,251 New
CIMLRA
36
CBRE Investment Management Listed Real Assets
Pennsylvania
$12M
JP Morgan Chase
37
JP Morgan Chase
New York
$11.9M -$270K -6,294 -2%
Franklin Resources
38
Franklin Resources
California
$11.9M +$7.83M +182,878 +141%
WP
39
Woodline Partners
California
$11.5M +$13M +302,399 New
UBS Group
40
UBS Group
Switzerland
$11.4M +$11.3M +264,544 +709%
MIIM
41
Mesirow Institutional Investment Management
Illinois
$10.2M +$1.75M +40,922 +18%
Wells Fargo
42
Wells Fargo
California
$10.1M +$370K +8,639 +3%
DSN
43
D. Scott Neal
Kentucky
$10M -$320K -7,477 -3%
Allianz Asset Management
44
Allianz Asset Management
Germany
$9.25M +$843K +19,678 +9%
SSA
45
Schonfeld Strategic Advisors
New York
$9.05M +$8.21M +191,536 +405%
Victory Capital Management
46
Victory Capital Management
Texas
$8.45M -$806K -18,822 -8%
Bank of America
47
Bank of America
North Carolina
$8.37M -$3.25M -75,763 -26%
Citadel Advisors
48
Citadel Advisors
Florida
$8.29M +$247K +5,762 +3%
QCM
49
Quantinno Capital Management
New York
$8.05M +$1.53M +35,656 +20%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$7.65M -$21.3K -498 -0.2%

NSA Hedge Fund Activity: Q4 2024 in Review

349 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2024, worth a combined $2.57B — down 21% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NSA positions and 34 closed out — a net gain of 2 holders — while 139 added to existing stakes and 120 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $57.7M. The largest seller was Long Pond Capital, exiting entirely with an estimated $99.5M sold.

  • 349 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2024, down from 351 in Q3 2024.
  • Funds reported $2.57B of National Storage Affiliates Trust stock for Q4 2024, down 21% quarter-over-quarter.
  • 36 funds opened new National Storage Affiliates Trust positions in Q4 2024 and 34 closed out, a net change of +2 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2024 was Balyasny Asset Management, an estimated $57.7M added.
  • The largest National Storage Affiliates Trust seller in Q4 2024 was Long Pond Capital, an estimated $99.5M sold.

Based on aggregated 13F filings for Q4 2024.