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National Storage Affiliates Trust

323 hedge funds and large institutions have $2.67B invested in National Storage Affiliates Trust in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $1.06M

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

5% more funds holding

Funds holding: 307323 (+16)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.44% less ownership

Funds ownership: 88.01%85.57% (-2.4%)

12% less capital invested

Capital invested by funds: $3.03B → $2.67B (-$357M)

13% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 122

Holders
323
Holders Change
+16
Holders Change %
+5.21%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
106
Reduced
122
Closed
30
Calls
$4.99M
Puts
$1.06M
Net Calls
+$3.94M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$426M -$8.16M -217,292 -2%
BlackRock
2
BlackRock
New York
$349M -$4.08M -108,524 -1%
WA
3
Wasatch Advisors
Utah
$257M +$41.6M +1,108,176 +20%
State Street
4
State Street
Massachusetts
$159M -$19M -504,858 -11%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$94.9M +$1.14M +30,371 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$55.1M +$286K +7,625 +0.5%
Jennison Associates
7
Jennison Associates
New York
$52.9M -$62.7K -1,668 -0.1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$51.1M -$598K -15,909 -1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$49.4M -$177K -4,707 -0.4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$44.8M +$856K +22,793 +2%
AllianceBernstein
11
AllianceBernstein
Tennessee
$44.5M -$7.91M -210,622 -16%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$41.7M +$186K +4,955 +0.5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$41.1M -$1.32M -35,033 -3%
Charles Schwab
14
Charles Schwab
California
$40M +$1.64M +43,705 +4%
ACA
15
Anchor Capital Advisors
Massachusetts
$39.3M -$632K -16,822 -2%
TCM
16
TimesSquare Capital Management
New York
$36.9M +$871K +23,181 +3%
CI
17
Cincinnati Insurance
Ohio
$35M
Morgan Stanley
18
Morgan Stanley
New York
$29.2M -$24M -639,337 -46%
Norges Bank
19
Norges Bank
Norway
$28.3M -$5.94M -158,049 -18%
GKIM
20
GW&K Investment Management
Massachusetts
$27.7M -$400K -10,653 -1%
Invesco
21
Invesco
Georgia
$25.9M +$4.73M +125,965 +24%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$25.4M -$167K -4,455 -0.7%
N
23
Nuveen
North Carolina
$23M +$1.44M +38,442 +7%
Legal & General Group
24
Legal & General Group
United Kingdom
$22.3M -$1.47M -39,074 -6%
BIC
25
B&I Capital
Switzerland
$20.7M +$3.97M +105,750 +25%

NSA Hedge Fund Activity: Q1 2024 in Review

323 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2024, worth a combined $2.67B — down 12% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NSA positions and 30 closed out — a net gain of 16 holders — while 106 added to existing stakes and 122 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $41.6M. The largest seller was Balyasny Asset Management, cutting an estimated $77.6M.

  • 323 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2024, up from 307 in Q4 2023.
  • Funds reported $2.67B of National Storage Affiliates Trust stock for Q1 2024, down 12% quarter-over-quarter.
  • 46 funds opened new National Storage Affiliates Trust positions in Q1 2024 and 30 closed out, a net change of +16 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2024 was Wasatch Advisors, an estimated $41.6M added.
  • The largest National Storage Affiliates Trust seller in Q1 2024 was Balyasny Asset Management, an estimated $77.6M sold.

Based on aggregated 13F filings for Q1 2024.