We are live on ! Find out more
NSA icon

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
CCM
51
Callodine Capital Management
Massachusetts
$7.24M +$2.31M +68,239 +43%
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$7.03M +$62.2K +1,838 +0.8%
AACA
53
American Assets Capital Advisers
California
$7.02M -$715K -21,116 -9%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$6.63M +$1.52M +44,890 +27%
RJA
55
Raymond James & Associates
Florida
$6.51M +$377K +11,121 +6%
WHG
56
Westwood Holdings Group
Texas
$6.32M +$1.02M +30,258 +18%
Swiss National Bank
57
Swiss National Bank
Switzerland
$5.85M +$61K +1,800 +1%
AQR Capital Management
58
AQR Capital Management
Connecticut
$5.59M +$719K +21,244 +14%
Macquarie Group
59
Macquarie Group
Australia
$5.54M -$1.82M -53,778 -24%
BFM
60
Boothbay Fund Management
New York
$5.24M +$928K +27,400 +20%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$5.2M +$1.89M +55,738 +52%
Amundi
62
Amundi
France
$5.06M +$3.48M +102,704 +168%
Bank of America
63
Bank of America
North Carolina
$5M -$1.49M -43,897 -22%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$4.96M +$204K +6,033 +4%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$4.94M -$497K -14,673 -9%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.83M +$219K +6,457 +4%
CF
67
Centaurus Financial
California
$4.59M +$292K +8,614 +6%
KV
68
Kickstand Ventures
New York
$4.54M +$4.84M +143,034 New
OA
69
Oxbow Advisors
Texas
$4.31M -$47K -1,388 -1%
Canada Life
70
Canada Life
Manitoba, Canada
$4.3M +$274K +8,094 +6%
GC
71
Gillson Capital
Illinois
$4.3M +$4.58M +135,390 New
UBS Group
72
UBS Group
Switzerland
$4.28M -$1.06M -31,289 -19%
Pacer Advisors
73
Pacer Advisors
Pennsylvania
$4.2M -$116K -3,421 -3%
Asset Management One
74
Asset Management One
Japan
$4.1M -$155K -4,568 -3%
PFC
75
Phocas Financial Corp
California
$4.08M -$4.13K -122 -0.1%

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.