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National Storage Affiliates Trust

334 hedge funds and large institutions have $2.65B invested in National Storage Affiliates Trust in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

10% more funds holding

Funds holding: 304334 (+30)

2.45% more ownership

Funds ownership: 83.63%86.08% (+2.5%)

16% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 129

16% less capital invested

Capital invested by funds: $3.14B → $2.65B (-$493M)

30% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $2.35M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
334
Holders Change
+30
Holders Change %
+9.87%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
59
Increased
109
Reduced
129
Closed
29
Calls
$1.64M
Puts
$2.35M
Net Calls
-$707K
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$407M -$41.6M -1,102,202 -9%
BlackRock
2
BlackRock
New York
$320M -$16.7M -441,874 -5%
State Street
3
State Street
Massachusetts
$161M -$5.76M -152,699 -3%
WA
4
Wasatch Advisors
Utah
$141M +$12.1M +321,228 +9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$60.9M -$553K -14,664 -0.8%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$54.1M +$6.16M +163,223 +12%
AllianceBernstein
7
AllianceBernstein
Tennessee
$49.4M +$5.91M +156,661 +12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$48M -$519K -13,754 -1%
Jennison Associates
9
Jennison Associates
New York
$47.2M +$2M +52,999 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$43.2M +$297K +7,863 +0.6%
VNIM
11
Vaughan Nelson Investment Management
Texas
$42.9M +$7.83M +207,539 +20%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$41.6M +$899K +23,841 +2%
ACA
13
Anchor Capital Advisors
Massachusetts
$38.1M +$38M +1,006,474 +1,166%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$35.9M +$20.6M +545,576 +113%
Charles Schwab
15
Charles Schwab
California
$34M -$371K -9,826 -1%
Norges Bank
16
Norges Bank
Norway
$32.6M -$318K -8,436 -0.9%
Goldman Sachs
17
Goldman Sachs
New York
$31.3M -$30.5M -807,881 -47%
CI
18
Cincinnati Insurance
Ohio
$31.1M +$31.8M +843,654 +1,687%
Morgan Stanley
19
Morgan Stanley
New York
$30.9M -$8.52M -225,940 -20%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$30.6M +$1.59M +42,122 +5%
TCM
21
TimesSquare Capital Management
New York
$30.5M +$754K +20,000 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$29M -$1.03M -27,314 -3%
GKIM
23
GW&K Investment Management
Massachusetts
$27M -$382K -10,126 -1%
N
24
Nuveen
North Carolina
$26.4M -$2.15M -56,894 -7%
Northern Trust
25
Northern Trust
Illinois
$24.3M -$2.86M -75,737 -10%

NSA Hedge Fund Activity: Q2 2023 in Review

334 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2023, worth a combined $2.65B — down 16% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NSA positions and 29 closed out — a net gain of 30 holders — while 109 added to existing stakes and 129 trimmed.

The largest buyer was Anchor Capital Advisors, adding an estimated $38M. The largest seller was Invesco, cutting an estimated $56.1M.

  • 334 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2023, up from 304 in Q1 2023.
  • Funds reported $2.65B of National Storage Affiliates Trust stock for Q2 2023, down 16% quarter-over-quarter.
  • 59 funds opened new National Storage Affiliates Trust positions in Q2 2023 and 29 closed out, a net change of +30 holders.
  • The largest National Storage Affiliates Trust buyer in Q2 2023 was Anchor Capital Advisors, an estimated $38M added.
  • The largest National Storage Affiliates Trust seller in Q2 2023 was Invesco, an estimated $56.1M sold.

Based on aggregated 13F filings for Q2 2023.