Hudson Bay Capital Management
NSA

Hudson Bay Capital Management’s National Storage Affiliates Trust NSA Stock Holding History

Hudson Bay Capital Management’s Portfolio NSA Stock Details NSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.87M Sell
182,123
-972,582
-84% -$32.9M 0.02% 403
2025
Q4 		$32.6M Buy
1,154,705
+60,009
+5% +$1.79M 0.11% 171
2025
Q3 		$33.1M Buy
+1,094,696
New +$34.2M 0.11% 157
2024
Q3 		– Sell
-214,461
Closed -$8.84M – 985
2024
Q2 		$8.84M Buy
+214,461
New +$8.08M 0.04% 249

Other funds holding NSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Hudson Bay Capital Management's NSA Position: Q1 2026 in Review

Hudson Bay Capital Management reduced its National Storage Affiliates Trust (NSA) stake by 84% in Q1 2026, selling an estimated $32.9M and leaving 182,123 shares worth $6.87M. The position accounts for 0.02% of the portfolio, ranked #403.

Hudson Bay Capital Management first reported a position in NSA in Q2 2024 and has held it in 4 quarters since. The position peaked at $33.1M in Q3 2025. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

  • Hudson Bay Capital Management held 182,123 shares of National Storage Affiliates Trust worth $6.87M as of Q1 2026.
  • Hudson Bay Capital Management sold 972,582 National Storage Affiliates Trust shares in Q1 2026, an estimated $32.9M.
  • National Storage Affiliates Trust made up 0.02% of Hudson Bay Capital Management's portfolio in Q1 2026, its #403 holding.
  • Hudson Bay Capital Management first reported a position in National Storage Affiliates Trust in Q2 2024 and has held it in 4 quarters since.
  • Hudson Bay Capital Management's National Storage Affiliates Trust position peaked at $33.1M in Q3 2025.
  • 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.