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National Storage Affiliates Trust

349 hedge funds and large institutions have $2.57B invested in National Storage Affiliates Trust in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 139 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $602K

16% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 120

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

1% less funds holding

Funds holding: 351349 (-2)

0.61% less ownership

Funds ownership: 89.5%88.89% (-0.61%)

21% less capital invested

Capital invested by funds: $3.27B → $2.57B (-$701M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
349
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
36
Increased
139
Reduced
120
Closed
34
Calls
$1.28M
Puts
$602K
Net Calls
+$676K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$370M +$3.47M +80,923 +0.8%
BlackRock
2
BlackRock
New York
$317M +$12.6M +293,191 +4%
WA
3
Wasatch Advisors
Utah
$253M +$21.7M +506,398 +8%
State Street
4
State Street
Massachusetts
$143M +$2.47M +57,558 +2%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$96.6M +$462K +10,783 +0.4%
Capital World Investors
6
Capital World Investors
California
$73.6M +$4.88M +113,973 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$51.1M +$663K +15,468 +1%
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$51.1M +$57.7M +1,347,437 New
Jennison Associates
9
Jennison Associates
New York
$50.1M -$3.61M -84,208 -6%
TCM
10
TimesSquare Capital Management
New York
$42.1M +$13.5M +315,474 +40%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$41.4M -$4.88M -114,017 -9%
Northern Trust
12
Northern Trust
Illinois
$40.9M +$10.8M +253,176 +31%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$39M -$856K -19,990 -2%
Charles Schwab
14
Charles Schwab
California
$38.4M +$1M +23,366 +2%
ACA
15
Anchor Capital Advisors
Massachusetts
$34.4M -$1.75M -40,905 -4%
CI
16
Cincinnati Insurance
Ohio
$33.9M
Fidelity Investments
17
Fidelity Investments
Massachusetts
$33.7M -$33.2M -774,483 -47%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$32.9M -$1.84M -42,851 -5%
Morgan Stanley
19
Morgan Stanley
New York
$29.8M +$2.65M +61,855 +9%
GKIM
20
GW&K Investment Management
Massachusetts
$29.3M +$2.68M +62,484 +9%
American Century Companies
21
American Century Companies
Missouri
$28.2M +$2.51M +58,515 +9%
AllianceBernstein
22
AllianceBernstein
Tennessee
$27.5M -$10.3M -239,524 -25%
Norges Bank
23
Norges Bank
Norway
$26.7M +$735K +17,166 +2%
N
24
Nuveen
North Carolina
$23.5M +$187K +4,363 +0.7%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$20.3M +$4.03M +94,117 +21%

NSA Hedge Fund Activity: Q4 2024 in Review

349 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2024, worth a combined $2.57B — down 21% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NSA positions and 34 closed out — a net gain of 2 holders — while 139 added to existing stakes and 120 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $57.7M. The largest seller was Long Pond Capital, exiting entirely with an estimated $99.5M sold.

  • 349 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2024, down from 351 in Q3 2024.
  • Funds reported $2.57B of National Storage Affiliates Trust stock for Q4 2024, down 21% quarter-over-quarter.
  • 36 funds opened new National Storage Affiliates Trust positions in Q4 2024 and 34 closed out, a net change of +2 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2024 was Balyasny Asset Management, an estimated $57.7M added.
  • The largest National Storage Affiliates Trust seller in Q4 2024 was Long Pond Capital, an estimated $99.5M sold.

Based on aggregated 13F filings for Q4 2024.