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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
AA
101
Advisory Alpha
Michigan
$2.29M
OAM
102
Oppenheimer Asset Management
New York
$2.27M +$562K +16,608 +30%
TPSF
103
Texas Permanent School Fund
Texas
$2.23M -$131K -3,883 -5%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.21M +$276K +8,137 +13%
CAN
105
Cetera Advisor Networks
California
$2.21M +$93.2K +2,751 +4%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$2.19M +$120K +3,537 +5%
MPM
107
Meritage Portfolio Management
Kansas
$2.13M -$2.19M -64,733 -49%
GC
108
Guggenheim Capital
Illinois
$2.11M +$45K +1,329 +2%
Stifel Financial
109
Stifel Financial
Missouri
$2.04M +$67.2K +1,983 +3%
SDIC
110
South Dakota Investment Council
South Dakota
$1.81M
Barclays
111
Barclays
United Kingdom
$1.8M -$1.01M -29,822 -34%
MOACM
112
Mutual of America Capital Management
New York
$1.71M -$197K -5,812 -10%
AB
113
Amalgamated Bank
New York
$1.65M -$58.5K -1,727 -3%
Truist Financial
114
Truist Financial
North Carolina
$1.65M +$19.8K +586 +1%
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$1.58M +$75.6K +2,232 +5%
Squarepoint
116
Squarepoint
New York
$1.57M -$875K -25,836 -34%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$1.55M -$113K -3,346 -6%
SOADOR
118
State of Alaska Department of Revenue
Alaska
$1.52M +$6.84K +202 +0.4%
MIM
119
MetLife Investment Management
New Jersey
$1.51M -$56.6K -1,671 -3%
Two Sigma Advisers
120
Two Sigma Advisers
New York
$1.49M -$972K -28,700 -38%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$1.47M +$22.8K +673 +1%
Lazard Asset Management
122
Lazard Asset Management
New York
$1.47M -$13M -383,700 -89%
ACA
123
Aptus Capital Advisors
Alabama
$1.42M -$311K -9,184 -17%
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$1.42M -$93.2K -2,752 -6%
PDN
125
Pensionfund DSM Netherlands
Netherlands
$1.42M +$102K +3,000 +7%

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.