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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
EF
126
Empowered Funds
Pennsylvania
$1.41M -$991K -29,258 -40%
SG Americas Securities
127
SG Americas Securities
New York
$1.34M -$395K -11,671 -22%
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$1.3M
Citigroup
129
Citigroup
New York
$1.27M +$652K +19,264 +92%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$1.26M -$147K -4,346 -10%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$1.25M -$1.09M -32,080 -45%
YCM
132
Yousif Capital Management
Michigan
$1.23M -$63.5K -1,875 -5%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$1.11M +$6.1K +180 +0.5%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$1.1M -$2.74K -81 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
135
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.07M +$615K +18,150 +116%
Prudential Financial
136
Prudential Financial
New Jersey
$1.07M -$29.1K -858 -2%
Russell Investments Group
137
Russell Investments Group
United Kingdom
$1.04M +$355K +10,471 +47%
Millennium Management
138
Millennium Management
New York
$1.01M -$18.2M -536,649 -94%
MML Investors Services
139
MML Investors Services
Massachusetts
$961K +$560K +16,523 +120%
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$911K +$459K +13,564 +90%
DekaBank Deutsche Girozentrale
141
DekaBank Deutsche Girozentrale
Germany
$854K +$257K +7,598 +39%
Daiwa Securities Group
142
Daiwa Securities Group
Japan
$839K +$41.4K +1,223 +5%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$824K +$879K +25,948 New
GAM
144
Gotham Asset Management
New York
$812K +$866K +25,574 New
CIC
145
Cornercap Investment Counsel
Georgia
$802K -$15.8K -467 -2%
MIM
146
Moseley Investment Management
Florida
$801K +$4.2K +124 +0.5%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$797K -$56.9K -1,680 -6%
ASRS
148
Arizona State Retirement System
Arizona
$758K +$11K +324 +1%
BCI
149
Brinker Capital Investments
Pennsylvania
$758K -$60K -1,773 -7%
OPS
150
Orion Portfolio Solutions
Nebraska
$758K -$60K -1,773 -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.