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National Storage Affiliates Trust

299 hedge funds and large institutions have $2.32B invested in National Storage Affiliates Trust in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $2.02M

10% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 109

4.02% less ownership

Funds ownership: 86.08%82.06% (-4%)

10% less funds holding

Funds holding: 334299 (-35)

12% less capital invested

Capital invested by funds: $2.65B → $2.32B (-$327M)

48% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 66

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
299
Holders Change
-35
Holders Change %
-10.48%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
120
Reduced
109
Closed
66
Calls
$2.27M
Puts
$2.02M
Net Calls
+$260K
Net Calls Change
+$967K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$368M -$2.67M -78,884 -0.7%
BlackRock
2
BlackRock
New York
$300M +$8.4M +247,921 +3%
WA
3
Wasatch Advisors
Utah
$160M +$34M +1,002,619 +25%
State Street
4
State Street
Massachusetts
$147M +$343K +10,132 +0.2%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$67.4M +$19.3M +570,587 +37%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$44.6M +$961K +28,378 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$43.8M -$12.4M -366,345 -21%
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$43.2M +$11.2M +329,908 +32%
VNIM
9
Vaughan Nelson Investment Management
Texas
$42.5M +$3.6M +106,395 +9%
AllianceBernstein
10
AllianceBernstein
Tennessee
$42.2M -$3.03M -89,376 -6%
Jennison Associates
11
Jennison Associates
New York
$41.7M -$1.41M -41,770 -3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$40M +$2.2M +64,920 +5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$38.7M -$729K -21,523 -2%
Charles Schwab
14
Charles Schwab
California
$31.6M +$709K +20,940 +2%
Morgan Stanley
15
Morgan Stanley
New York
$31.6M +$3.67M +108,264 +12%
ACA
16
Anchor Capital Advisors
Massachusetts
$30.4M -$4.55M -134,341 -12%
TCM
17
TimesSquare Capital Management
New York
$29.5M +$1.78M +52,605 +6%
CI
18
Cincinnati Insurance
Ohio
$28.4M
Wellington Management Group
19
Wellington Management Group
Massachusetts
$27.9M +$7.35K +217 +0%
Norges Bank
20
Norges Bank
Norway
$27.2M -$2.62M -77,248 -8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$26.5M -$3.62K -107 -0%
GKIM
22
GW&K Investment Management
Massachusetts
$23.5M -$1.12M -33,164 -4%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$22.2M +$23.7M +698,377 New
Northern Trust
24
Northern Trust
Illinois
$21.9M -$264K -7,794 -1%
KCM
25
Kennedy Capital Management
Missouri
$21.4M -$153K -4,518 -0.7%

NSA Hedge Fund Activity: Q3 2023 in Review

299 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2023, worth a combined $2.32B — down 12% from $2.65B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of NSA and 34 opened new positions — a net loss of 32 holders — while 109 trimmed existing stakes and 120 added.

The largest buyer was Wasatch Advisors, adding an estimated $34M. The largest seller was Goldman Sachs, cutting an estimated $19.8M.

  • 299 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2023, down from 334 in Q2 2023.
  • Funds reported $2.32B of National Storage Affiliates Trust stock for Q3 2023, down 12% quarter-over-quarter.
  • 34 funds opened new National Storage Affiliates Trust positions in Q3 2023 and 66 closed out, a net change of -32 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2023 was Wasatch Advisors, an estimated $34M added.
  • The largest National Storage Affiliates Trust seller in Q3 2023 was Goldman Sachs, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2023.