Joel Greenblatt’s National Storage Affiliates Trust NSA Stock Holding History

Joel Greenblatt’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 Q2	$19.7M	Buy	443,426 +106,143	+31%	+$4.55M	0.05%	574
2026 Q1	$12.7M	Sell	337,283 -29,641	-8%	-$1M	0.04%	622
2025 Q4	$10.4M	Buy	366,924 +93,651	+34%	+$2.79M	0.04%	626
2025 Q3	$8.26M	Buy	273,273 +253,179	+1,260%	+$7.9M	0.04%	638
2025 Q2	$643K	Sell	20,094 -13,484	-40%	-$471K	﹤0.01%	1255
2025 Q1	$1.32M	Buy	33,578 +21,053	+168%	+$793K	0.01%	919
2024 Q4	$475K	Sell	12,525 -2,865	-19%	-$123K	﹤0.01%	1132
2024 Q3	$742K	Buy	15,390 +1,248	+9%	+$55.7K	0.01%	992
2024 Q2	$583K	Sell	14,142 -2,172	-13%	-$81.9K	0.01%	1049
2024 Q1	$639K	Sell	16,314 -4,809	-23%	-$181K	0.01%	969
2023 Q4	$876K	Sell	21,123 -4,451	-17%	-$149K	0.02%	829
2023 Q3	$812K	Buy	+25,574	New	+$866K	0.02%	840

Other funds holding NSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Joel Greenblatt's NSA Position: Q2 2026 in Review

Joel Greenblatt increased its National Storage Affiliates Trust (NSA) stake by 31% in Q2 2026, buying an estimated $4.55M and bringing the position to 443,426 shares worth $19.7M. The position accounts for 0.05% of the portfolio, ranked #574.

Joel Greenblatt first reported a position in NSA in Q3 2023 and has held it in 12 quarters since. 334 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

Joel Greenblatt held 443,426 shares of National Storage Affiliates Trust worth $19.7M as of Q2 2026.
Joel Greenblatt bought 106,143 National Storage Affiliates Trust shares in Q2 2026, an estimated $4.55M.
National Storage Affiliates Trust made up 0.05% of Joel Greenblatt's portfolio in Q2 2026, its #574 holding.
Joel Greenblatt first reported a position in National Storage Affiliates Trust in Q3 2023 and has held it in 12 quarters since.
334 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.