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National Storage Affiliates Trust

146 hedge funds and large institutions have $937M invested in National Storage Affiliates Trust in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 41

12% more capital invested

Capital invested by funds: $836M → $937M (+$101M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1.37% more ownership

Funds ownership: 89.28%90.64% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 152146 (-6)

48% less call options, than puts

Call options by funds: $649K | Put options by funds: $1.25M

Holders
146
Holders Change
-6
Holders Change %
-3.95%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
71
Reduced
41
Closed
17
Calls
$649K
Puts
$1.25M
Net Calls
-$605K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
QI
126
QS Investors
New York
$74K +$46.4K +2,000 +182%
GH
127
GAM Holding
Switzerland
$69K +$67.3K +2,900 New
UBS Group
128
UBS Group
Switzerland
$57K +$36.2K +1,559 +188%
NIT
129
NumerixS Investment Technologies
British Columbia, Canada
$50K +$48.7K +2,100 New
AIM
130
Advantage Investment Management
Iowa
$48K -$5.8K -250 -11%
PMFA
131
Plante Moran Financial Advisors
Michigan
$44K
WAM
132
Wealthspire Advisors (Maryland)
Maryland
$40K +$27.3K +1,177 +235%
ASN
133
Advisory Services Network
Georgia
$36K +$34.8K +1,500 New
DADC
134
D.A. Davidson & Co
Montana
$31K +$30.1K +1,298 New
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$24K -$27.9K -1,204 -54%
AG
136
Advisor Group
Arizona
$22K -$2.32K -100 -10%
AIM
137
Acrospire Investment Management
Illinois
$21K -$85.8K -3,700 -80%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$17K
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$13K -$10.9K -470 -47%
PHK
140
Point72 Hong Kong
Hong Kong
$9K +$9K +388 New
GT
141
Glenmede Trust
Pennsylvania
$5K +$5.8K +250 New
Federated Hermes
142
Federated Hermes
Pennsylvania
$4K -$534 -23 -13%
SFG
143
SevenBridge Financial Group
Pennsylvania
$3K
MAM
144
Meeder Asset Management
Ohio
$2K +$1.46K +63 New
PA
145
Parallel Advisors
California
$2K +$2.13K +92 New
CFA
146
Carroll Financial Associates
North Carolina
$1K
RGREA
147
Ranger Global Real Estate Advisors
Colorado
-$5.52M -250,043 Closed
N
148
Nuveen
North Carolina
-$5.05M -228,713 Closed
MIM
149
Monashee Investment Management
Massachusetts
-$2.76M -125,000 Closed
Janus Henderson Group
150
Janus Henderson Group
United Kingdom
-$2.63M -119,200 Closed

NSA Hedge Fund Activity: Q1 2017 in Review

146 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2017, worth a combined $937M — up 12% from $836M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NSA positions and 17 closed out — a net gain of 2 holders — while 71 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $90M. The largest seller was Forward Management, cutting an estimated $13.9M.

  • 146 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2017, down from 152 in Q4 2016.
  • Funds reported $937M of National Storage Affiliates Trust stock for Q1 2017, up 12% quarter-over-quarter.
  • 19 funds opened new National Storage Affiliates Trust positions in Q1 2017 and 17 closed out, a net change of +2 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2017 was BlackRock, an estimated $90M added.
  • The largest National Storage Affiliates Trust seller in Q1 2017 was Forward Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2017.