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National Storage Affiliates Trust

304 hedge funds and large institutions have $3.14B invested in National Storage Affiliates Trust in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

45% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $1.34M

22% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 106

16% more capital invested

Capital invested by funds: $2.72B → $3.14B (+$424M)

0.59% less ownership

Funds ownership: 84.22%83.63% (-0.59%)

4% less funds holding

Funds holding: 318304 (-14)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

Holders
304
Holders Change
-14
Holders Change %
-4.4%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
129
Reduced
106
Closed
47
Calls
$1.94M
Puts
$1.34M
Net Calls
+$597K
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$534M -$15.2M -375,092 -3%
BlackRock
2
BlackRock
New York
$403M -$2.91M -72,056 -0.7%
State Street
3
State Street
Massachusetts
$200M +$5.65M +139,622 +3%
WA
4
Wasatch Advisors
Utah
$155M +$5.36M +132,394 +4%
Invesco
5
Invesco
Georgia
$82.7M -$417K -10,299 -0.5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$73.6M +$7.05M +174,297 +11%
Goldman Sachs
7
Goldman Sachs
New York
$71.3M -$22.1M -545,361 -24%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$58.1M +$1.39M +34,308 +3%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$58.1M -$8.56M -211,727 -13%
Jennison Associates
10
Jennison Associates
New York
$54.4M -$2.42M -59,843 -4%
AllianceBernstein
11
AllianceBernstein
Tennessee
$52.7M -$4.17M -103,122 -8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$51.5M +$1.26M +31,075 +3%
Macquarie Group
13
Macquarie Group
Australia
$51.2M -$1.5M -36,982 -3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$48.9M +$3.75M +92,628 +9%
Morgan Stanley
15
Morgan Stanley
New York
$46.5M +$1.41M +34,844 +3%
VNIM
16
Vaughan Nelson Investment Management
Texas
$42.8M +$3.42M +84,660 +9%
Charles Schwab
17
Charles Schwab
California
$41.2M -$2.23M -55,041 -5%
Norges Bank
18
Norges Bank
Norway
$39.4M +$1.05M +25,987 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$36M +$506K +12,499 +1%
TCM
20
TimesSquare Capital Management
New York
$35.8M -$5.58M -137,920 -14%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$34.9M +$2M +49,389 +6%
N
22
Nuveen
North Carolina
$34M -$5.53M -136,690 -14%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$33.3M +$506K +12,511 +2%
GKIM
24
GW&K Investment Management
Massachusetts
$32.8M +$9.3M +230,038 +41%
Northern Trust
25
Northern Trust
Illinois
$32.3M -$393K -9,710 -1%

NSA Hedge Fund Activity: Q1 2023 in Review

304 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2023, worth a combined $3.14B — up 16% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of NSA and 37 opened new positions — a net loss of 10 holders — while 106 trimmed existing stakes and 129 added.

The largest buyer was UBS AM, opening a new position worth an estimated $17.8M. The largest seller was Balyasny Asset Management, cutting an estimated $38M.

  • 304 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2023, down from 318 in Q4 2022.
  • Funds reported $3.14B of National Storage Affiliates Trust stock for Q1 2023, up 16% quarter-over-quarter.
  • 37 funds opened new National Storage Affiliates Trust positions in Q1 2023 and 47 closed out, a net change of -10 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2023 was UBS AM, an estimated $17.8M added.
  • The largest National Storage Affiliates Trust seller in Q1 2023 was Balyasny Asset Management, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2023.