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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
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$28K
HIA
202
Harbor Investment Advisory
Maryland
$26K
EVM
203
Eaton Vance Management
Massachusetts
$21K +$19.9K +522 New
QT
204
Quantbot Technologies
New York
$21K +$20.9K +549 New
VCM
205
Versant Capital Management
Arizona
$20K
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$20K +$18.6K +490 New
AF
207
Advisornet Financial
Minnesota
$16K
Fidelity Investments
208
Fidelity Investments
Massachusetts
$13K
CT
209
Caldwell Trust
Florida
$12K
S
210
SignatureFD
Georgia
$11K +$1.56K +41 +17%
CFA
211
Carroll Financial Associates
North Carolina
$10K
PFBT
212
Parkside Financial Bank & Trust
Missouri
$8K
RIA
213
RPG Investment Advisory
California
$8K
APA
214
American Portfolios Advisors
New York
$7.99K
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$7K +$6.28K +165 New
Loomis, Sayles & Company
216
Loomis, Sayles & Company
Massachusetts
$6K
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$4K -$2.51K -66 -38%
FPS
218
Fieldpoint Private Securities
Connecticut
$4K
IAIM
219
International Assets Investment Management
Florida
$4K
LC
220
Lindbrook Capital
California
$4K
QCG
221
Quadrant Capital Group
Ohio
$4K +$1.1K +29 +36%
TWA
222
TCI Wealth Advisors
Arizona
$2K +$2.28K +60 New
AIG
223
American International Group
New York
$1.79K -$22.1K -581 -1%
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$1.47K -$101K -2,668 -7%
TFO
225
Tarbox Family Office
California
$1K

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.