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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
Axa
101
Axa
France
$2.72M -$348K -8,600 -12%
Amundi
102
Amundi
France
$2.61M +$239K +5,900 +11%
Holocene Advisors
103
Holocene Advisors
New York
$2.57M +$271K +6,707 +12%
Millennium Management
104
Millennium Management
New York
$2.54M -$3.8M -93,980 -61%
Citadel Advisors
105
Citadel Advisors
Florida
$2.5M -$14M -347,013 -85%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$2.5M
CG
107
Castellan Group
Kentucky
$2.44M -$287K -7,105 -11%
AB
108
Amalgamated Bank
New York
$2.43M -$134K -3,316 -5%
OTPPB
109
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.39M -$495K -12,250 -18%
SDIC
110
South Dakota Investment Council
South Dakota
$2.39M +$437K +10,800 +23%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$2.33M +$42.9K +1,060 +2%
Stifel Financial
112
Stifel Financial
Missouri
$2.27M +$296K +7,325 +16%
KOCAA
113
Knights of Columbus Asset Advisors
Connecticut
$2.23M +$16.5K +407 +0.8%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$2.18M +$5.18K +128 +0.2%
MIM
115
MetLife Investment Management
New Jersey
$2.17M -$56.1K -1,386 -3%
Truist Financial
116
Truist Financial
North Carolina
$2.15M +$638K +15,772 +44%
Barclays
117
Barclays
United Kingdom
$2.14M -$1.8M -44,473 -46%
T. Rowe Price Associates
118
T. Rowe Price Associates
Maryland
$2.14M +$78.6K +1,942 +4%
PMAM
119
Penn Mutual Asset Management
Pennsylvania
$2.13M +$2.06M +51,000 New
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$2.09M +$704K +17,410 +53%
CI
121
Cincinnati Insurance
Ohio
$2.09M +$2.02M +50,000 New
ACA
122
Aptus Capital Advisors
Alabama
$2.05M +$596K +14,726 +43%
Mitsubishi UFJ Asset Management
123
Mitsubishi UFJ Asset Management
Japan
$1.98M +$132K +3,257 +7%
Citigroup
124
Citigroup
New York
$1.95M +$330K +8,170 +21%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$1.9M -$120K -2,963 -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.