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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
EP
126
Edgestream Partners
New Jersey
$2.07M +$2.24M +59,405 New
SDIC
127
South Dakota Investment Council
South Dakota
$1.99M
XF
128
XML Financial
Maryland
$1.95M +$2.12M +56,125 New
UOC
129
UBS O'Connor
Illinois
$1.91M -$4.14M -109,779 -67%
OAM
130
Oppenheimer Asset Management
New York
$1.91M +$397K +10,522 +24%
ACA
131
Aptus Capital Advisors
Alabama
$1.88M +$193K +5,111 +10%
SG Americas Securities
132
SG Americas Securities
New York
$1.88M +$1.29M +34,302 +176%
AB
133
Amalgamated Bank
New York
$1.87M -$170K -4,506 -8%
KOCAA
134
Knights of Columbus Asset Advisors
Connecticut
$1.86M +$4.79K +127 +0.2%
First Trust Advisors
135
First Trust Advisors
Illinois
$1.84M +$1.46M +38,599 +272%
T. Rowe Price Associates
136
T. Rowe Price Associates
Maryland
$1.82M +$40.4K +1,070 +2%
Truist Financial
137
Truist Financial
North Carolina
$1.79M -$1.89K -50 -0.1%
Prudential Financial
138
Prudential Financial
New Jersey
$1.78M -$4.78M -126,795 -79%
MIM
139
MetLife Investment Management
New Jersey
$1.71M -$100K -2,658 -5%
SOADOR
140
State of Alaska Department of Revenue
Alaska
$1.67M -$302K -8,015 -14%
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$1.66M -$93.9K -2,489 -5%
Mitsubishi UFJ Asset Management
142
Mitsubishi UFJ Asset Management
Japan
$1.65M
ACM
143
Alamar Capital Management
California
$1.6M +$143K +3,790 +9%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$1.59M +$27.4K +727 +2%
Deutsche Bank
145
Deutsche Bank
Germany
$1.58M +$407K +10,795 +31%
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$1.58M
HSBC Holdings
147
HSBC Holdings
United Kingdom
$1.54M -$26K -689 -2%
EC
148
Elequin Capital
New York
$1.52M +$1.64M +43,570 New
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$1.49M +$122K +3,231 +8%
Axa
150
Axa
France
$1.49M -$849K -22,500 -35%

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.