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National Storage Affiliates Trust

197 hedge funds and large institutions have $1.62B invested in National Storage Affiliates Trust in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $1.04M

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

3% less capital invested

Capital invested by funds: $1.67B → $1.62B (-$51.5M)

7% less funds holding

Funds holding: 212197 (-15)

11.58% less ownership

Funds ownership: 94.76%83.18% (-12%)

33% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 42

Holders
197
Holders Change
-15
Holders Change %
-7.08%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
83
Reduced
64
Closed
42
Calls
$1.63M
Puts
$1.04M
Net Calls
+$582K
Net Calls Change
-$725K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$317M +$20.7M +721,456 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$262M +$22.4M +779,794 +9%
WA
3
Wasatch Advisors
Utah
$106M +$529K +18,451 +0.5%
State Street
4
State Street
Massachusetts
$94.9M +$1.63M +56,988 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$54.8M -$9.43M -328,972 -15%
Renaissance Technologies
6
Renaissance Technologies
New York
$45M -$7.96M -277,700 -15%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$36.6M -$2.57M -89,783 -7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$35.7M -$2.06M -71,762 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$34.6M +$1.38M +48,286 +4%
Lazard Asset Management
10
Lazard Asset Management
New York
$31.5M +$3.68M +128,257 +13%
Northern Trust
11
Northern Trust
Illinois
$31.4M +$2.16M +75,419 +7%
WHG
12
Westwood Holdings Group
Texas
$31.1M +$12.6M +437,732 +68%
Invesco
13
Invesco
Georgia
$31M -$6.22M -217,038 -17%
N
14
Nuveen
North Carolina
$30.8M +$24.5K +856 +0.1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$26.8M +$507K +17,674 +2%
Norges Bank
16
Norges Bank
Norway
$23.7M +$266K +9,290 +1%
Jennison Associates
17
Jennison Associates
New York
$23.2M -$1.07M -37,157 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$22.8M +$351K +12,251 +2%
Charles Schwab
19
Charles Schwab
California
$20.2M -$10.3M -358,927 -34%
Macquarie Group
20
Macquarie Group
Australia
$17.7M +$15M +523,818 +557%
Ameriprise
21
Ameriprise
Minnesota
$17.1M +$901K +31,418 +6%
AACA
22
American Assets Capital Advisers
California
$15.1M +$3.55M +123,781 +31%
Legal & General Group
23
Legal & General Group
United Kingdom
$14.5M +$1.54M +53,657 +12%
Principal Financial Group
24
Principal Financial Group
Iowa
$13.6M +$417K +14,538 +3%
Morgan Stanley
25
Morgan Stanley
New York
$13.1M +$4.05M +141,361 +45%

NSA Hedge Fund Activity: Q2 2020 in Review

197 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2020, worth a combined $1.62B — down 3.1% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of NSA and 28 opened new positions — a net loss of 14 holders — while 64 trimmed existing stakes and 83 added.

The largest buyer was Vanguard Group, adding an estimated $22.4M. The largest seller was Charles Schwab, cutting an estimated $10.3M.

  • 197 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2020, down from 212 in Q1 2020.
  • Funds reported $1.62B of National Storage Affiliates Trust stock for Q2 2020, down 3.1% quarter-over-quarter.
  • 28 funds opened new National Storage Affiliates Trust positions in Q2 2020 and 42 closed out, a net change of -14 holders.
  • The largest National Storage Affiliates Trust buyer in Q2 2020 was Vanguard Group, an estimated $22.4M added.
  • The largest National Storage Affiliates Trust seller in Q2 2020 was Charles Schwab, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2020.