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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
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.07M -$378K -10,023 -6%
BFM
77
Boothbay Fund Management
New York
$4.8M -$989K -26,223 -16%
OA
78
Oxbow Advisors
Texas
$4.77M +$5.17M +137,074 New
CF
79
Centaurus Financial
California
$4.74M +$223K +5,922 +5%
Pacer Advisors
80
Pacer Advisors
Pennsylvania
$4.73M +$599K +15,880 +13%
Asset Management One
81
Asset Management One
Japan
$4.66M -$2.12M -56,102 -30%
MPM
82
Meritage Portfolio Management
Kansas
$4.59M +$240K +6,369 +5%
Capital Fund Management (CFM)
83
Capital Fund Management (CFM)
France
$4.53M -$890K -23,587 -15%
PFC
84
Phocas Financial Corp
California
$4.49M -$65.3K -1,731 -1%
KTA
85
Keeley-Teton Advisors
Illinois
$4.46M -$5.36K -142 -0.1%
Canada Life
86
Canada Life
Manitoba, Canada
$4.44M -$478K -12,662 -9%
BCIM
87
British Columbia Investment Management
British Columbia, Canada
$4.35M -$1.7M -45,000 -26%
HF
88
HRT Financial
New York
$4.33M +$4.7M +124,489 New
AIG
89
American International Group
New York
$4.31M -$247K -6,548 -5%
CS
90
Credit Suisse
Switzerland
$4.21M -$1.71M -45,260 -27%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$4.16M -$18.9K -502 -0.4%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$3.77M +$1.09M +28,839 +36%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$3.69M -$173K -4,585 -4%
BC
94
Burney Company
Virginia
$3.63M +$625K +16,577 +19%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$3.63M +$109K +2,888 +3%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$3.5M -$559K -14,817 -13%
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$3.38M +$3.24M +85,989 +779%
Sumitomo Mitsui Trust Group
98
Sumitomo Mitsui Trust Group
Japan
$3.29M -$90.7K -2,403 -2%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$3.13M -$441K -11,686 -12%
CIC
100
Crawford Investment Counsel
Georgia
$3.07M +$3.33M +88,271 New

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.