We are live on ! Find out more
NSA icon

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
BC
176
Burney Company
Virginia
$654K -$3.08M -91,832 -85%
RJFSA
177
Raymond James Financial Services Advisors
Florida
$647K -$56.2K -1,676 -10%
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$637K -$144K -4,306 -22%
Russell Investments Group
179
Russell Investments Group
United Kingdom
$635K -$579K -17,287 -53%
Pathstone Holdings
180
Pathstone Holdings
New Jersey
$631K +$510K +15,206 New
CAM
181
Cresset Asset Management
Illinois
$628K +$163K +4,865 +47%
Aberdeen Group
182
Aberdeen Group
United Kingdom
$618K -$46.1K -1,376 -8%
Fuller & Thaler Asset Management
183
Fuller & Thaler Asset Management
California
$615K +$497K +14,827 New
Handelsbanken Fonder
184
Handelsbanken Fonder
Sweden
$614K +$10.1K +300 +2%
MML Investors Services
185
MML Investors Services
Massachusetts
$597K -$532K -15,885 -52%
EC
186
Elequin Capital
New York
$594K +$480K +14,326 New
HW
187
Hancock Whitney
Mississippi
$581K -$53.6K -1,599 -10%
VI
188
Versor Investments
New York
$576K +$215K +6,400 +85%
HWAM
189
Hennion & Walsh Asset Management
New Jersey
$557K -$149K -4,442 -25%
SMDAM
190
Sumitomo Mitsui DS Asset Management
Japan
$544K
AC
191
Allstate Corporation
Illinois
$540K -$2.33M -69,543 -84%
Federated Hermes
192
Federated Hermes
Pennsylvania
$527K +$209K +6,245 +97%
M&T Bank
193
M&T Bank
New York
$521K -$24.2K -722 -5%
AI
194
AXS Investments
New York
$508K -$47.3K -1,412 -10%
PFA
195
Peak Financial Advisors
Colorado
$503K +$59.1K +1,763 +17%
CCIA
196
Campbell & Co Investment Adviser
Maryland
$496K +$401K +11,958 New
BPCE
197
Bank Pictet & Cie (Europe)
Germany
$491K
LAM
198
LECAP Asset Management
United Kingdom
$488K +$395K +11,774 New
Cerity Partners
199
Cerity Partners
New York
$477K +$386K +11,508 New
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$477K -$103K -3,085 -21%

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.