Jacobs Levy Equity Management’s National Storage Affiliates Trust NSA Stock Holding History

Jacobs Levy Equity 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	–	Sell	-37,694	Closed	-$1.06M	–	1033
2025 Q4	$1.06M	Sell	37,694 -1,297	-3%	-$38.6K	﹤0.01%	671
2025 Q3	$1.18M	Buy	38,991 +15,203	+64%	+$475K	﹤0.01%	685
2025 Q2	$761K	Sell	23,788 -17,050	-42%	-$595K	﹤0.01%	810
2025 Q1	$1.61M	Sell	40,838 -5,800	-12%	-$218K	0.01%	709
2024 Q4	$1.77M	Buy	46,638 +18,277	+64%	+$783K	0.01%	619
2024 Q3	$1.37M	Buy	+28,361	New	+$1.27M	0.01%	673
2023 Q3	–	Sell	-6,826	Closed	-$238K	–	1030
2023 Q2	$238K	Buy	+6,826	New	+$258K	﹤0.01%	914
2019 Q4	–	Sell	-10,720	Closed	-$358K	–	1048
2019 Q3	$358K	Buy	10,720 +1,840	+21%	+$58.2K	﹤0.01%	760
2019 Q2	$257K	Buy	+8,880	New	+$260K	﹤0.01%	839

Other funds holding NSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jacobs Levy Equity Management's NSA Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of National Storage Affiliates Trust (NSA) in Q1 2026, closing a stake of 37,694 shares — an estimated $1.06M sold.

Jacobs Levy Equity Management first reported a position in NSA in Q2 2019 and held it in 9 quarters. The position peaked at $1.77M in Q4 2024. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

Jacobs Levy Equity Management reported no remaining National Storage Affiliates Trust position as of Q1 2026 after selling out during the quarter.
Jacobs Levy Equity Management sold 37,694 National Storage Affiliates Trust shares in Q1 2026, an estimated $1.06M.
Jacobs Levy Equity Management first reported a position in National Storage Affiliates Trust in Q2 2019 and held it in 9 quarters.
Jacobs Levy Equity Management's National Storage Affiliates Trust position peaked at $1.77M in Q4 2024.
332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.