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National Storage Affiliates Trust

299 hedge funds and large institutions have $2.32B invested in National Storage Affiliates Trust in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $2.02M

10% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 109

4.02% less ownership

Funds ownership: 86.08%82.06% (-4%)

10% less funds holding

Funds holding: 334299 (-35)

12% less capital invested

Capital invested by funds: $2.65B → $2.32B (-$327M)

48% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 66

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
299
Holders Change
-35
Holders Change %
-10.48%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
120
Reduced
109
Closed
66
Calls
$2.27M
Puts
$2.02M
Net Calls
+$260K
Net Calls Change
+$967K
Name Holding Trade Value Shares
Change
Change in
Stake
QC
201
Quadrature Capital
United Kingdom
$366K +$391K +11,545 New
CL
202
Choreo LLC
Illinois
$361K +$5.86K +173 +2%
HPCM
203
Hunter Perkins Capital Management
Illinois
$358K +$88.9K +2,625 +30%
BNP Paribas Financial Markets
204
BNP Paribas Financial Markets
France
$355K -$1.07M -31,714 -74%
State of Wisconsin Investment Board
205
State of Wisconsin Investment Board
Wisconsin
$347K +$61.4K +1,813 +20%
JMPWA
206
JP Morgan Private Wealth Advisors
California
$337K -$178K -5,246 -33%
PFA
207
Peak Financial Advisors
Colorado
$329K +$351K +10,355 New
MFS
208
Mirabella Financial Services
United Kingdom
$328K -$275K -8,116 -44%
CAM
209
Cresset Asset Management
Illinois
$326K +$122K +3,595 +54%
EAM
210
Erste Asset Management
Austria
$324K
NSEDCP
211
NJ State Employees Deferred Compensation Plan
New Jersey
$317K
AWA
212
Arkadios Wealth Advisors
Georgia
$316K +$44.7K +1,321 +15%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$316K -$113K -3,331 -25%
X
214
Xponance
Pennsylvania
$316K -$6.06K -179 -2%
Allspring Global Investments
215
Allspring Global Investments
North Carolina
$313K +$2.27K +67 +0.7%
PHS
216
Pekin Hardy Strauss
Illinois
$313K +$334K +9,855 New
NAM
217
Nissay Asset Management
Japan
$310K -$440 -13 -0.1%
FHB
218
First Hawaiian Bank
Hawaii
$309K -$34 -1 -0%
VanEck Associates
219
VanEck Associates
New York
$299K +$13.2K +391 +4%
CP
220
CenterBook Partners
Connecticut
$291K +$311K +9,176 New
Toronto Dominion Bank
221
Toronto Dominion Bank
Ontario, Canada
$289K +$6.5K +192 +2%
I
222
InceptionR
California
$284K -$60.8K -1,796 -17%
Wealth Enhancement Advisory Services
223
Wealth Enhancement Advisory Services
Minnesota
$282K +$301K +8,900 New
Fisher Asset Management
224
Fisher Asset Management
Washington
$282K
NAS
225
NWF Advisory Services
California
$281K +$300K +8,853 New

NSA Hedge Fund Activity: Q3 2023 in Review

299 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2023, worth a combined $2.32B — down 12% from $2.65B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of NSA and 34 opened new positions — a net loss of 32 holders — while 109 trimmed existing stakes and 120 added.

The largest buyer was Wasatch Advisors, adding an estimated $34M. The largest seller was Goldman Sachs, cutting an estimated $19.8M.

  • 299 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2023, down from 334 in Q2 2023.
  • Funds reported $2.32B of National Storage Affiliates Trust stock for Q3 2023, down 12% quarter-over-quarter.
  • 34 funds opened new National Storage Affiliates Trust positions in Q3 2023 and 66 closed out, a net change of -32 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2023 was Wasatch Advisors, an estimated $34M added.
  • The largest National Storage Affiliates Trust seller in Q3 2023 was Goldman Sachs, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2023.