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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
VanEck Associates
201
VanEck Associates
New York
$473K +$66.2K +1,974 +21%
HPCM
202
Hunter Perkins Capital Management
Illinois
$468K
CL
203
Choreo LLC
Illinois
$452K -$15.9K -474 -4%
AWA
204
Arkadios Wealth Advisors
Georgia
$439K +$20.4K +608 +6%
GHAM
205
Gilman Hill Asset Management
Connecticut
$435K -$68K -2,030 -16%
TRCT
206
Tower Research Capital (TRC)
New York
$427K -$272K -8,120 -44%
VOYA Investment Management
207
VOYA Investment Management
Georgia
$419K -$986K -29,409 -74%
NSEDCP
208
NJ State Employees Deferred Compensation Plan
New Jersey
$415K
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$413K
NAM
210
Nissay Asset Management
Japan
$409K +$2.75K +82 +0.8%
BCM
211
Bayesian Capital Management
New York
$405K +$327K +9,756 New
FHB
212
First Hawaiian Bank
Hawaii
$404K +$34 +1 +0%
Allspring Global Investments
213
Allspring Global Investments
North Carolina
$403K -$5.23K -156 -2%
Fisher Asset Management
214
Fisher Asset Management
Washington
$393K +$20.1K +600 +7%
X
215
Xponance
Pennsylvania
$393K -$16.2K -482 -5%
AWM
216
AE Wealth Management
Kansas
$381K +$331K +9,864 New
VA
217
Vident Advisory
Georgia
$344K -$2.21K -66 -0.8%
Mariner
218
Mariner
Kansas
$340K +$18.8K +561 +7%
OC
219
Oppenheimer & Co
New York
$336K +$272K +8,111 New
State of Wisconsin Investment Board
220
State of Wisconsin Investment Board
Wisconsin
$334K -$97.3K -2,902 -27%
WVP
221
Worth Venture Partners
New Jersey
$328K -$30.2K -900 -10%
OTL
222
Oak Thistle LLC
New York
$327K +$264K +7,875 New
Westfield Capital Management
223
Westfield Capital Management
Massachusetts
$326K
AWA
224
Arete Wealth Advisors
Illinois
$317K +$1.84K +55 +0.6%
Toronto Dominion Bank
225
Toronto Dominion Bank
Ontario, Canada
$305K -$57.8K -1,726 -19%

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.