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National Storage Affiliates Trust

307 hedge funds and large institutions have $3.03B invested in National Storage Affiliates Trust in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 141 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

30% more capital invested

Capital invested by funds: $2.32B → $3.03B (+$708M)

16% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $2.21M

5.95% more ownership

Funds ownership: 82.06%88.01% (+5.9%)

3% more funds holding

Funds holding: 299307 (+8)

41% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 141

Holders
307
Holders Change
+8
Holders Change %
+2.68%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
83
Reduced
141
Closed
35
Calls
$2.57M
Puts
$2.21M
Net Calls
+$361K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$460M -$17M -507,780 -4%
BlackRock
2
BlackRock
New York
$375M -$14M -418,328 -4%
WA
3
Wasatch Advisors
Utah
$226M +$13.8M +412,094 +8%
State Street
4
State Street
Massachusetts
$189M -$2.52M -75,221 -2%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$99.3M +$9.02M +269,175 +13%
Balyasny Asset Management
6
Balyasny Asset Management
Illinois
$95.8M +$31.8M +950,171 +70%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$58.1M -$206K -6,147 -0.4%
Morgan Stanley
8
Morgan Stanley
New York
$57.4M +$13.1M +389,780 +39%
Jennison Associates
9
Jennison Associates
New York
$56.1M +$1.38M +41,193 +3%
AllianceBernstein
10
AllianceBernstein
Tennessee
$55.9M +$578K +17,233 +1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$54.8M -$2.02M -60,203 -4%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$52.5M +$238K +7,096 +0.6%
VNIM
13
Vaughan Nelson Investment Management
Texas
$49.1M -$5.19M -154,915 -12%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$46.5M -$3.33M -99,253 -8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$45M +$8.44M +251,735 +30%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$44M +$6.09M +181,644 +21%
ACA
17
Anchor Capital Advisors
Massachusetts
$42.3M +$2.08M +62,146 +6%
Charles Schwab
18
Charles Schwab
California
$40.5M -$622K -18,553 -2%
TCM
19
TimesSquare Capital Management
New York
$38.1M -$383K -11,440 -1%
CI
20
Cincinnati Insurance
Ohio
$37.1M
Norges Bank
21
Norges Bank
Norway
$36.6M +$810K +24,175 +3%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$32.3M +$2.68M +79,858 +11%
GKIM
23
GW&K Investment Management
Massachusetts
$29.7M -$813K -24,270 -3%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$27M +$321K +9,573 +1%
Northern Trust
25
Northern Trust
Illinois
$25.6M -$2.38M -71,146 -10%

NSA Hedge Fund Activity: Q4 2023 in Review

307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2023, worth a combined $3.03B — up 30% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NSA positions and 35 closed out — a net gain of 11 holders — while 83 added to existing stakes and 141 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $31.8M. The largest seller was Vanguard Group, cutting an estimated $17M.

  • 307 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2023, up from 299 in Q3 2023.
  • Funds reported $3.03B of National Storage Affiliates Trust stock for Q4 2023, up 30% quarter-over-quarter.
  • 46 funds opened new National Storage Affiliates Trust positions in Q4 2023 and 35 closed out, a net change of +11 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2023 was Balyasny Asset Management, an estimated $31.8M added.
  • The largest National Storage Affiliates Trust seller in Q4 2023 was Vanguard Group, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2023.