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National Storage Affiliates Trust

304 hedge funds and large institutions have $3.14B invested in National Storage Affiliates Trust in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

45% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $1.34M

22% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 106

16% more capital invested

Capital invested by funds: $2.72B → $3.14B (+$424M)

0.59% less ownership

Funds ownership: 84.22%83.63% (-0.59%)

4% less funds holding

Funds holding: 318304 (-14)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

Holders
304
Holders Change
-14
Holders Change %
-4.4%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
129
Reduced
106
Closed
47
Calls
$1.94M
Puts
$1.34M
Net Calls
+$597K
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
76
American International Group
New York
$5.45M -$49.4K -1,222 -0.9%
CF
77
Centaurus Financial
California
$5.44M +$2.78M +68,763 +112%
KTA
78
Keeley-Teton Advisors
Illinois
$5.35M -$30.9K -764 -0.6%
MPM
79
Meritage Portfolio Management
Kansas
$5.24M +$943K +23,314 +23%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$5.01M -$18.9K -467 -0.4%
Pacer Advisors
81
Pacer Advisors
Pennsylvania
$5.01M -$678K -16,751 -12%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$4.82M -$91.7K -2,267 -2%
Retirement Systems of Alabama
83
Retirement Systems of Alabama
Alabama
$4.61M -$39K -963 -0.9%
GC
84
Guggenheim Capital
Illinois
$4.45M -$505K -12,481 -10%
AQR Capital Management
85
AQR Capital Management
Connecticut
$4.39M -$6.78M -167,509 -61%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$4.24M -$231K -5,699 -5%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$4.23M -$175K -4,328 -4%
Sumitomo Mitsui Trust Group
88
Sumitomo Mitsui Trust Group
Japan
$4.05M -$138K -3,407 -3%
Nomura Asset Management
89
Nomura Asset Management
Japan
$3.68M +$78.9K +1,950 +2%
BC
90
Burney Company
Virginia
$3.67M +$1.7M +42,014 +92%
ACA
91
Anchor Capital Advisors
Massachusetts
$3.61M +$111K +2,749 +3%
Squarepoint
92
Squarepoint
New York
$3.53M -$713K -17,621 -17%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$3.31M +$830K +20,525 +35%
TPSF
94
Texas Permanent School Fund
Texas
$3.08M +$638K +15,784 +27%
AA
95
Advisory Alpha
Michigan
$3.02M +$40 +1 +0%
Wells Fargo
96
Wells Fargo
California
$2.95M -$1.45M -35,855 -34%
MOACM
97
Mutual of America Capital Management
New York
$2.84M -$57.8K -1,429 -2%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$2.77M +$72.2K +1,784 +3%
BMSSC
99
B. Metzler seel. Sohn & Co
Germany
$2.75M +$64.9K +1,604 +2%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.75M -$167K -4,139 -6%

NSA Hedge Fund Activity: Q1 2023 in Review

304 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2023, worth a combined $3.14B — up 16% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of NSA and 37 opened new positions — a net loss of 10 holders — while 106 trimmed existing stakes and 129 added.

The largest buyer was UBS AM, opening a new position worth an estimated $17.8M. The largest seller was Balyasny Asset Management, cutting an estimated $38M.

  • 304 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2023, down from 318 in Q4 2022.
  • Funds reported $3.14B of National Storage Affiliates Trust stock for Q1 2023, up 16% quarter-over-quarter.
  • 37 funds opened new National Storage Affiliates Trust positions in Q1 2023 and 47 closed out, a net change of -10 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2023 was UBS AM, an estimated $17.8M added.
  • The largest National Storage Affiliates Trust seller in Q1 2023 was Balyasny Asset Management, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2023.