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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
Bessemer Group
51
Bessemer Group
New Jersey
$9.43M +$370K +9,806 +4%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$9.09M -$124K -3,294 -1%
Citadel Advisors
53
Citadel Advisors
Florida
$8.75M +$7.22M +191,368 +319%
Jane Street
54
Jane Street
New York
$8.54M +$9.25M +245,199 New
AACA
55
American Assets Capital Advisers
California
$8.44M -$1.23M -32,492 -12%
Natixis Advisors
56
Natixis Advisors
Massachusetts
$8.43M +$2.29M +60,577 +33%
Wells Fargo
57
Wells Fargo
California
$8.15M +$6.16M +163,379 +231%
AWM
58
Axxcess Wealth Management
California
$8.01M +$1.67M +44,302 +24%
Macquarie Group
59
Macquarie Group
Australia
$7.96M -$37.6M -997,877 -81%
URS
60
Utah Retirement Systems
Utah
$7.67M
Mirae Asset Global Investments
61
Mirae Asset Global Investments
South Korea
$7.65M -$533K -14,120 -6%
Bank of America
62
Bank of America
North Carolina
$7.01M -$2.55M -67,604 -25%
AG
63
Algert Global
California
$6.95M +$797K +21,127 +12%
RJA
64
Raymond James & Associates
Florida
$6.76M +$1.17M +31,112 +19%
Swiss National Bank
65
Swiss National Bank
Switzerland
$6.36M -$140K -3,700 -2%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$5.93M +$4.46M +118,120 +226%
WHG
67
Westwood Holdings Group
Texas
$5.88M +$6.37M +168,915 New
UBS Group
68
UBS Group
Switzerland
$5.79M -$489K -12,975 -7%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$5.72M +$153K +4,049 +3%
CCM
70
Callodine Capital Management
Massachusetts
$5.57M +$532K +14,108 +10%
AQR Capital Management
71
AQR Capital Management
Connecticut
$5.4M +$1.83M +48,525 +46%
CSS
72
Cubist Systematic Strategies
Connecticut
$5.3M +$5.74M +152,289 New
OTPPB
73
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.25M +$3.53M +93,595 +163%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$5.23M -$915K -24,257 -14%
BMSSC
75
B. Metzler seel. Sohn & Co
Germany
$5.15M +$3.09M +81,908 +124%

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.