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National Storage Affiliates Trust

282 hedge funds and large institutions have $3.98B invested in National Storage Affiliates Trust in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 9

137% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 62

24% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $3.72M

24% more capital invested

Capital invested by funds: $3.22B → $3.98B (+$761M)

11% more funds holding

Funds holding: 253282 (+29)

1.7% more ownership

Funds ownership: 83.42%85.12% (+1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
282
Holders Change
+29
Holders Change %
+11.46%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
147
Reduced
62
Closed
9
Calls
$4.62M
Puts
$3.72M
Net Calls
+$902K
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$648M +$159M +2,878,071 +31%
BlackRock
2
BlackRock
New York
$642M +$124M +2,246,466 +23%
State Street
3
State Street
Massachusetts
$208M +$32.8M +595,662 +18%
WA
4
Wasatch Advisors
Utah
$172M -$47.5M -863,051 -21%
Invesco
5
Invesco
Georgia
$123M +$68.4M +1,241,456 +114%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$122M +$26.9M +487,999 +27%
N
7
Nuveen
North Carolina
$103M +$11.4M +207,043 +12%
AllianceBernstein
8
AllianceBernstein
Tennessee
$84M -$5.86M -106,428 -6%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$81.5M +$9.6M +174,237 +13%
Macquarie Group
10
Macquarie Group
Australia
$78.3M -$2.81M -51,098 -3%
Millennium Management
11
Millennium Management
New York
$72.1M -$25.3M -458,978 -25%
Northern Trust
12
Northern Trust
Illinois
$69.6M +$3.65M +66,191 +5%
Charles Schwab
13
Charles Schwab
California
$68.4M +$1.11M +20,109 +2%
Federated Hermes
14
Federated Hermes
Pennsylvania
$66.1M +$19.4M +352,621 +39%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$61.3M -$2.09M -37,891 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$60.6M +$4.58M +83,113 +8%
Goldman Sachs
17
Goldman Sachs
New York
$59.9M +$30.8M +559,937 +97%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$58.4M +$9.81M +178,128 +19%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$52.4M +$2.22M +40,351 +4%
Lazard Asset Management
20
Lazard Asset Management
New York
$45.7M -$11.3M -204,313 -19%
WHG
21
Westwood Holdings Group
Texas
$44.7M -$12.6M -228,048 -21%
Jennison Associates
22
Jennison Associates
New York
$39.8M -$3.56M -64,702 -8%
Norges Bank
23
Norges Bank
Norway
$37.6M +$5.28M +95,852 +16%
Morgan Stanley
24
Morgan Stanley
New York
$37.6M +$13M +236,929 +50%
Renaissance Technologies
25
Renaissance Technologies
New York
$33.2M +$17.3M +315,000 +100%

NSA Hedge Fund Activity: Q3 2021 in Review

282 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2021, worth a combined $3.98B — up 24% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NSA positions and 9 closed out — a net gain of 31 holders — while 147 added to existing stakes and 62 trimmed.

The largest buyer was Vanguard Group, adding an estimated $159M. The largest seller was Wasatch Advisors, cutting an estimated $47.5M.

  • 282 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2021, up from 253 in Q2 2021.
  • Funds reported $3.98B of National Storage Affiliates Trust stock for Q3 2021, up 24% quarter-over-quarter.
  • 40 funds opened new National Storage Affiliates Trust positions in Q3 2021 and 9 closed out, a net change of +31 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2021 was Vanguard Group, an estimated $159M added.
  • The largest National Storage Affiliates Trust seller in Q3 2021 was Wasatch Advisors, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2021.