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National Storage Affiliates Trust

253 hedge funds and large institutions have $3.22B invested in National Storage Affiliates Trust in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 98 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $3M | Put options by funds: $374K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

29% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 76

27% more capital invested

Capital invested by funds: $2.53B → $3.22B (+$687M)

10% more funds holding

Funds holding: 229253 (+24)

5.61% less ownership

Funds ownership: 89.02%83.42% (-5.6%)

Holders
253
Holders Change
+24
Holders Change %
+10.48%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
98
Reduced
76
Closed
25
Calls
$3M
Puts
$374K
Net Calls
+$2.62M
Net Calls Change
+$236K
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
201
J.W. Coons Advisors
Ohio
$260K +$6.04K +132 +3%
Rafferty Asset Management
202
Rafferty Asset Management
New York
$260K +$235K +5,135 New
B
203
Bailard
California
$258K +$233K +5,100 New
CAN
204
Cetera Advisor Networks
California
$255K +$230K +5,034 New
RJFSA
205
Raymond James Financial Services Advisors
Florida
$236K +$213K +4,664 New
AG
206
Algert Global
California
$235K +$213K +4,656 New
HC
207
Henshaw Capital
Massachusetts
$235K +$213K +4,643 New
EGM
208
Engineers Gate Manager
New York
$234K +$211K +4,620 New
BSW
209
Buckingham Strategic Wealth
Missouri
$230K +$208K +4,545 New
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$227K +$206K +4,499 New
CMBA
211
C.M. Bidwell & Associates
Hawaii
$222K +$201K +4,395 New
RJT
212
Raymond James Trust
Florida
$209K +$189K +4,125 New
CIM
213
CIM Investment Management
Pennsylvania
$203K -$184K -4,026 -50%
V
214
Veritable
Delaware
$202K +$183K +3,990 New
Qube Research & Technologies (QRT)
215
Qube Research & Technologies (QRT)
United Kingdom
$202K +$183K +3,992 New
EVM
216
Eaton Vance Management
Massachusetts
$193K +$151K +3,293 +631%
AAM
217
Advisors Asset Management
Colorado
$170K -$61.5K -1,343 -29%
AssetMark Inc
218
AssetMark Inc
California
$166K +$20.2K +442 +16%
ED
219
Exane Derivatives
France
$158K -$17.2K -376 -11%
VanEck Associates
220
VanEck Associates
New York
$143K +$10.3K +226 +9%
SPIA
221
Steward Partners Investment Advisory
New York
$81K
CWC
222
Carolinas Wealth Consulting
North Carolina
$60K +$20.2K +441 +59%
Acadian Asset Management
223
Acadian Asset Management
Massachusetts
$57K +$51.2K +1,118 New
GWM
224
Geneos Wealth Management
Colorado
$50K
HIA
225
Harbor Investment Advisory
Maryland
$46K +$11.1K +243 +37%

NSA Hedge Fund Activity: Q2 2021 in Review

253 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2021, worth a combined $3.22B — up 27% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NSA positions and 25 closed out — a net gain of 25 holders — while 98 added to existing stakes and 76 trimmed.

The largest buyer was American Assets Capital Advisers, opening a new position worth an estimated $24.1M. The largest seller was BlackRock, cutting an estimated $122M.

  • 253 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2021, up from 229 in Q1 2021.
  • Funds reported $3.22B of National Storage Affiliates Trust stock for Q2 2021, up 27% quarter-over-quarter.
  • 50 funds opened new National Storage Affiliates Trust positions in Q2 2021 and 25 closed out, a net change of +25 holders.
  • The largest National Storage Affiliates Trust buyer in Q2 2021 was American Assets Capital Advisers, an estimated $24.1M added.
  • The largest National Storage Affiliates Trust seller in Q2 2021 was BlackRock, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2021.