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National Storage Affiliates Trust

229 hedge funds and large institutions have $2.53B invested in National Storage Affiliates Trust in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

768% more call options, than puts

Call options by funds: $2.7M | Put options by funds: $311K

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $2.18B → $2.53B (+$351M)

12% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 75

6% more funds holding

Funds holding: 217229 (+12)

1.39% more ownership

Funds ownership: 87.64%89.02% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
229
Holders Change
+12
Holders Change %
+5.53%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
84
Reduced
75
Closed
23
Calls
$2.7M
Puts
$311K
Net Calls
+$2.39M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$502M +$45.8M +1,203,726 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$398M +$18M +473,769 +5%
WA
3
Wasatch Advisors
Utah
$161M +$5.21M +136,831 +4%
State Street
4
State Street
Massachusetts
$128M +$3.73M +98,070 +3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$75.3M +$4.26M +112,000 +6%
N
6
Nuveen
North Carolina
$61.5M +$1.42M +37,238 +2%
Millennium Management
7
Millennium Management
New York
$58.5M +$4.31M +113,211 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$52.2M +$3.93M +103,259 +9%
Invesco
9
Invesco
Georgia
$52M +$976K +25,668 +2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$49M -$1.67M -43,854 -3%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$48.4M -$154K -4,045 -0.3%
Macquarie Group
12
Macquarie Group
Australia
$47.6M -$2.86M -75,139 -6%
WHG
13
Westwood Holdings Group
Texas
$46.2M +$6.74M +177,275 +18%
Northern Trust
14
Northern Trust
Illinois
$44.1M -$4.41M -115,931 -10%
Lazard Asset Management
15
Lazard Asset Management
New York
$43.2M -$2.56M -67,364 -6%
Deutsche Bank
16
Deutsche Bank
Germany
$41M +$32.5M +853,785 +492%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$40.6M +$7.15K +188 +0%
Jennison Associates
18
Jennison Associates
New York
$40.2M +$2.54M +66,770 +7%
Morgan Stanley
19
Morgan Stanley
New York
$39.6M +$22.5M +590,610 +147%
Charles Schwab
20
Charles Schwab
California
$35M +$2.25M +59,077 +7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$34.9M +$402K +10,563 +1%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$34M +$32.4M +851,523 New
Federated Hermes
23
Federated Hermes
Pennsylvania
$26.8M +$4.62M +121,345 +22%
Norges Bank
24
Norges Bank
Norway
$26.4M -$6.15M -161,725 -20%
Renaissance Technologies
25
Renaissance Technologies
New York
$23M -$14.7M -385,319 -40%

NSA Hedge Fund Activity: Q1 2021 in Review

229 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2021, worth a combined $2.53B — up 16% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NSA positions and 23 closed out — a net gain of 13 holders — while 84 added to existing stakes and 75 trimmed.

The largest buyer was BlackRock, adding an estimated $45.8M. The largest seller was Goldman Sachs, cutting an estimated $17M.

  • 229 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2021, up from 217 in Q4 2020.
  • Funds reported $2.53B of National Storage Affiliates Trust stock for Q1 2021, up 16% quarter-over-quarter.
  • 36 funds opened new National Storage Affiliates Trust positions in Q1 2021 and 23 closed out, a net change of +13 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2021 was BlackRock, an estimated $45.8M added.
  • The largest National Storage Affiliates Trust seller in Q1 2021 was Goldman Sachs, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2021.