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National Storage Affiliates Trust

307 hedge funds and large institutions have $3.03B invested in National Storage Affiliates Trust in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 141 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

30% more capital invested

Capital invested by funds: $2.32B → $3.03B (+$708M)

16% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $2.21M

5.95% more ownership

Funds ownership: 82.06%88.01% (+5.9%)

3% more funds holding

Funds holding: 299307 (+8)

41% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 141

Holders
307
Holders Change
+8
Holders Change %
+2.68%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
83
Reduced
141
Closed
35
Calls
$2.57M
Puts
$2.21M
Net Calls
+$361K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
UM
151
UniSuper Management
Australia
$954K
First Trust Advisors
152
First Trust Advisors
Illinois
$942K +$271K +8,097 +55%
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$921K
OPERF
154
Oregon Public Employees Retirement Fund
Oregon
$907K -$46.9K -1,400 -6%
PCM
155
Penserra Capital Management
California
$905K +$732K +21,843 New
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$900K -$60.3K -1,800 -8%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$891K -$150K -4,465 -17%
KeyBank National Association
158
KeyBank National Association
Ohio
$887K +$37.9K +1,131 +6%
Renaissance Technologies
159
Renaissance Technologies
New York
$887K +$26.8K +800 +4%
GAM
160
Gotham Asset Management
New York
$876K -$149K -4,451 -17%
JF
161
Jump Financial
Illinois
$846K +$122K +3,627 +22%
PS
162
Pensionfund Sabic
Netherlands
$771K
SOMRS
163
State of Michigan Retirement System
Michigan
$767K -$43.6K -1,300 -7%
CGH
164
Crossmark Global Holdings
Texas
$760K -$12.7K -379 -2%
IMRF
165
Illinois Municipal Retirement Fund
Illinois
$757K
BCI
166
Brinker Capital Investments
Pennsylvania
$747K -$181K -5,386 -23%
OPS
167
Orion Portfolio Solutions
Nebraska
$747K -$181K -5,386 -23%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$738K +$36.2K +1,079 +6%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$732K -$6.41M -191,349 -92%
NMERB
170
New Mexico Educational Retirement Board
New Mexico
$717K
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
$713K -$40.8K -1,216 -7%
AIP
172
Ameritas Investment Partners
Nebraska
$707K -$52K -1,553 -8%
BCM
173
BluePath Capital Management
Georgia
$685K +$583K +17,406 New
Victory Capital Management
174
Victory Capital Management
Texas
$681K +$42.3K +1,263 +8%
JIC
175
Johnson Investment Counsel
Ohio
$667K +$51.4K +1,534 +11%

NSA Hedge Fund Activity: Q4 2023 in Review

307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2023, worth a combined $3.03B — up 30% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NSA positions and 35 closed out — a net gain of 11 holders — while 83 added to existing stakes and 141 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $31.8M. The largest seller was Vanguard Group, cutting an estimated $17M.

  • 307 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2023, up from 299 in Q3 2023.
  • Funds reported $3.03B of National Storage Affiliates Trust stock for Q4 2023, up 30% quarter-over-quarter.
  • 46 funds opened new National Storage Affiliates Trust positions in Q4 2023 and 35 closed out, a net change of +11 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2023 was Balyasny Asset Management, an estimated $31.8M added.
  • The largest National Storage Affiliates Trust seller in Q4 2023 was Vanguard Group, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2023.