National Storage Affiliates Trust
304 hedge funds and large institutions have $5.31B invested in National Storage Affiliates Trust in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 98 reducing their positions, and 25 closing their positions.
499% more call options, than puts
Call options by funds: $3.52M | Put options by funds: $587K
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
88% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 25
33% more capital invested
Capital invested by funds: $3.98B → $5.31B (+$1.32B)
24% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 98
8% more funds holding
Funds holding: 282 → 304 (+22)
1.34% more ownership
Funds ownership: 85.12% → 86.45% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$42.2M |
| 2 |
BlackRock
New York
|
+$41.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.9M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$26.6M |
| 5 |
State Street
Boston,
Massachusetts
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$44.7M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$42.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$30.5M |
| 4 |
Lazard Asset Management
New York
|
-$15.7M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$13.5M |
NSA Hedge Fund Activity: Q4 2021 in Review
304 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2021, worth a combined $5.31B — up 33% from $3.98B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new NSA positions and 25 closed out — a net gain of 22 holders — while 122 added to existing stakes and 98 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $42.2M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $44.7M sold.
- 304 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2021, up from 282 in Q3 2021.
- Funds reported $5.31B of National Storage Affiliates Trust stock for Q4 2021, up 33% quarter-over-quarter.
- 47 funds opened new National Storage Affiliates Trust positions in Q4 2021 and 25 closed out, a net change of +22 holders.
- The largest National Storage Affiliates Trust buyer in Q4 2021 was Lord, Abbett & Co, an estimated $42.2M added.
- The largest National Storage Affiliates Trust seller in Q4 2021 was Westwood Holdings Group, an estimated $44.7M sold.
Based on aggregated 13F filings for Q4 2021.