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National Storage Affiliates Trust

318 hedge funds and large institutions have $2.72B invested in National Storage Affiliates Trust in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 121 increasing their positions, 105 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 47

15% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 105

1% more funds holding

Funds holding: 314318 (+4)

2.26% less ownership

Funds ownership: 86.47%84.22% (-2.3%)

17% less capital invested

Capital invested by funds: $3.28B → $2.72B (-$557M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

69% less call options, than puts

Call options by funds: $379K | Put options by funds: $1.23M

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
56
Increased
121
Reduced
105
Closed
47
Calls
$379K
Puts
$1.23M
Net Calls
-$849K
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$475M -$954K -24,386 -0.2%
BlackRock
2
BlackRock
New York
$351M -$5.45M -139,364 -1%
State Street
3
State Street
Massachusetts
$168M +$2.94M +75,116 +2%
WA
4
Wasatch Advisors
Utah
$130M +$24.6M +629,787 +21%
Goldman Sachs
5
Goldman Sachs
New York
$81.4M +$11.3M +289,951 +15%
Invesco
6
Invesco
Georgia
$71.9M -$10.9M -277,537 -12%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$57.9M -$17.1M -437,186 -21%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$57.3M +$11.1M +283,681 +22%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$51.4M +$38.7M +989,117 +228%
AllianceBernstein
10
AllianceBernstein
Tennessee
$49.3M +$852K +21,790 +2%
Jennison Associates
11
Jennison Associates
New York
$49.2M +$1.61M +41,223 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$49M +$1.83M +46,711 +4%
Macquarie Group
13
Macquarie Group
Australia
$45.6M -$155K -3,953 -0.3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$39M +$474K +12,130 +1%
Morgan Stanley
15
Morgan Stanley
New York
$38.9M +$4.66M +119,263 +12%
Charles Schwab
16
Charles Schwab
California
$37.6M +$286K +7,306 +0.7%
TCM
17
TimesSquare Capital Management
New York
$35.9M -$1.07M -27,280 -3%
N
18
Nuveen
North Carolina
$34.3M -$39.7M -1,015,886 -52%
VNIM
19
Vaughan Nelson Investment Management
Texas
$34M +$36.8M +940,725 New
Norges Bank
20
Norges Bank
Norway
$33.1M -$14.1M -360,554 -28%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$30.6M -$1.96M -50,201 -6%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$28.4M +$5.2M +133,054 +20%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$28.4M -$129K -3,296 -0.4%
Northern Trust
24
Northern Trust
Illinois
$28.3M +$71.6K +1,830 +0.2%
Federated Hermes
25
Federated Hermes
Pennsylvania
$26.2M -$1.93M -49,418 -6%

NSA Hedge Fund Activity: Q4 2022 in Review

318 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2022, worth a combined $2.72B — down 17% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NSA positions and 47 closed out — a net gain of 9 holders — while 121 added to existing stakes and 105 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $38.7M. The largest seller was Nuveen, cutting an estimated $39.7M.

  • 318 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2022, up from 314 in Q3 2022.
  • Funds reported $2.72B of National Storage Affiliates Trust stock for Q4 2022, down 17% quarter-over-quarter.
  • 56 funds opened new National Storage Affiliates Trust positions in Q4 2022 and 47 closed out, a net change of +9 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2022 was Balyasny Asset Management, an estimated $38.7M added.
  • The largest National Storage Affiliates Trust seller in Q4 2022 was Nuveen, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2022.