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National Storage Affiliates Trust

334 hedge funds and large institutions have $2.65B invested in National Storage Affiliates Trust in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

10% more funds holding

Funds holding: 304334 (+30)

2.45% more ownership

Funds ownership: 83.63%86.08% (+2.5%)

16% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 129

16% less capital invested

Capital invested by funds: $3.14B → $2.65B (-$493M)

30% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $2.35M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
334
Holders Change
+30
Holders Change %
+9.87%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
59
Increased
109
Reduced
129
Closed
29
Calls
$1.64M
Puts
$2.35M
Net Calls
-$707K
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
201
Fox Run Management
Connecticut
$591K +$76.3K +2,023 +14%
Aberdeen Group
202
Aberdeen Group
United Kingdom
$572K +$15.3K +405 +3%
JMPWA
203
JP Morgan Private Wealth Advisors
California
$553K +$196K +5,201 +49%
BC
204
Bridgefront Capital
Texas
$553K +$598K +15,864 New
FFA
205
First Foundation Advisors
California
$550K +$595K +15,778 New
E
206
Ergoteles
New York
$544K +$589K +15,622 New
HW
207
Hancock Whitney
Mississippi
$544K +$227K +6,017 +63%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
208
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$544K +$332K +8,814 +130%
PMEF
209
Point72 Middle East FZE
United Arab Emirates
$535K +$579K +15,348 New
Victory Capital Management
210
Victory Capital Management
Texas
$529K +$7.47K +198 +1%
TRSOTSOK
211
Teachers Retirement System of the State of Kentucky
Kentucky
$526K +$53.1K +1,407 +10%
AC
212
Allstate Corporation
Illinois
$517K -$410K -10,871 -42%
American Century Companies
213
American Century Companies
Missouri
$508K +$48.3K +1,280 +10%
JIC
214
Johnson Investment Counsel
Ohio
$506K +$33.2K +879 +6%
Handelsbanken Fonder
215
Handelsbanken Fonder
Sweden
$506K
CC
216
Centiva Capital
New York
$492K +$532K +14,112 New
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$481K -$6.05M -160,477 -92%
MML Investors Services
218
MML Investors Services
Massachusetts
$479K -$7.85K -208 -1%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$463K
CM
220
Capula Management
Cayman Islands
$461K +$66.1K +1,751 +15%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$458K +$163K +4,327 +49%
SMDAM
222
Sumitomo Mitsui DS Asset Management
Japan
$457K
MM
223
MQS Management
New York
$429K +$464K +12,310 New
GHAM
224
Gilman Hill Asset Management
Connecticut
$423K -$16K -425 -3%
M&T Bank
225
M&T Bank
New York
$415K -$1.09K -29 -0.2%

NSA Hedge Fund Activity: Q2 2023 in Review

334 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2023, worth a combined $2.65B — down 16% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NSA positions and 29 closed out — a net gain of 30 holders — while 109 added to existing stakes and 129 trimmed.

The largest buyer was Anchor Capital Advisors, adding an estimated $38M. The largest seller was Invesco, cutting an estimated $56.1M.

  • 334 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2023, up from 304 in Q1 2023.
  • Funds reported $2.65B of National Storage Affiliates Trust stock for Q2 2023, down 16% quarter-over-quarter.
  • 59 funds opened new National Storage Affiliates Trust positions in Q2 2023 and 29 closed out, a net change of +30 holders.
  • The largest National Storage Affiliates Trust buyer in Q2 2023 was Anchor Capital Advisors, an estimated $38M added.
  • The largest National Storage Affiliates Trust seller in Q2 2023 was Invesco, an estimated $56.1M sold.

Based on aggregated 13F filings for Q2 2023.