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National Storage Affiliates Trust

229 hedge funds and large institutions have $2.53B invested in National Storage Affiliates Trust in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

768% more call options, than puts

Call options by funds: $2.7M | Put options by funds: $311K

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $2.18B → $2.53B (+$351M)

12% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 75

6% more funds holding

Funds holding: 217229 (+12)

1.39% more ownership

Funds ownership: 87.64%89.02% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
229
Holders Change
+12
Holders Change %
+5.53%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
84
Reduced
75
Closed
23
Calls
$2.7M
Puts
$311K
Net Calls
+$2.39M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
176
Curtis Advisory Group
California
$230K -$10.5K -275 -5%
6M
177
6 Meridian
Kansas
$223K +$213K +5,591 New
KFP
178
KMG Fiduciary Partners
Ohio
$219K +$209K +5,486 New
Mackenzie Financial
179
Mackenzie Financial
Ontario, Canada
$214K +$204K +5,351 New
FRM
180
Fox Run Management
Connecticut
$213K +$203K +5,325 New
AIP
181
Ameritas Investment Partners
Nebraska
$203K -$14.3K -377 -7%
JWCA
182
J.W. Coons Advisors
Ohio
$202K +$192K +5,045 New
WG
183
Winton Group
United Kingdom
$202K +$192K +5,052 New
PP
184
Paloma Partners
Connecticut
$202K +$193K +5,070 New
HFM
185
Harvest Fund Management
China
$201K
AAM
186
Advisors Asset Management
Colorado
$188K -$71.6K -1,883 -29%
AIC
187
Ameritas Investment Company
Nebraska
$165K +$157K +4,120 New
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$155K +$2.47K +65 +2%
ED
189
Exane Derivatives
France
$135K -$12.5K -328 -9%
Schroder Investment Management Group
190
Schroder Investment Management Group
United Kingdom
$125K +$120K +3,143 New
AssetMark Inc
191
AssetMark Inc
California
$113K +$418 +11 +0.4%
VanEck Associates
192
VanEck Associates
New York
$104K +$3.39K +89 +4%
US Bancorp
193
US Bancorp
Minnesota
$72K +$799 +21 +1%
FC
194
FORA Capital
Florida
$71K -$48.6K -1,278 -42%
SPIA
195
Steward Partners Investment Advisory
New York
$63.8K
SWA
196
Sutton Wealth Advisors
Florida
$50.5K
GWM
197
Geneos Wealth Management
Colorado
$45K
SFS
198
Sowell Financial Services
Arkansas
$42K -$13.7K -359 -28%
CWC
199
Carolinas Wealth Consulting
North Carolina
$30K +$266 +7 +0.9%
GRP
200
Global Retirement Partners
California
$28K

NSA Hedge Fund Activity: Q1 2021 in Review

229 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2021, worth a combined $2.53B — up 16% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NSA positions and 23 closed out — a net gain of 13 holders — while 84 added to existing stakes and 75 trimmed.

The largest buyer was BlackRock, adding an estimated $45.8M. The largest seller was Goldman Sachs, cutting an estimated $17M.

  • 229 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2021, up from 217 in Q4 2020.
  • Funds reported $2.53B of National Storage Affiliates Trust stock for Q1 2021, up 16% quarter-over-quarter.
  • 36 funds opened new National Storage Affiliates Trust positions in Q1 2021 and 23 closed out, a net change of +13 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2021 was BlackRock, an estimated $45.8M added.
  • The largest National Storage Affiliates Trust seller in Q1 2021 was Goldman Sachs, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2021.