John Overdeck’s National Storage Affiliates Trust NSA Stock Holding History

John Overdeck’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	$19M	Sell	427,945 -994,221	-70%	-$42.6M	0.01%	1094
2026 Q1	$53.7M	Buy	1,422,166 +1,366,230	+2,442%	+$46.2M	0.04%	476
2025 Q4	$1.58M	Sell	55,936 -2,757	-5%	-$82.1K	﹤0.01%	2615
2025 Q3	$1.77M	Sell	58,693 -94,963	-62%	-$2.96M	﹤0.01%	2210
2025 Q2	$4.92M	Buy	153,656 +145,156	+1,708%	+$5.07M	0.01%	1244
2025 Q1	$335K	Buy	+8,500	New	+$320K	﹤0.01%	2671
2023 Q3	–	Sell	-28,200	Closed	-$982K	–	3131
2023 Q2	$982K	Hold	28,200	–	–	﹤0.01%	1956
2023 Q1	$1.18M	Sell	28,200 -220,467	-89%	-$8.92M	﹤0.01%	1777
2022 Q4	$8.98M	Sell	248,667 -9,331	-4%	-$365K	0.03%	603
2022 Q3	$10.7M	Sell	257,998 -178,821	-41%	-$9.13M	0.04%	474
2022 Q2	$21.9M	Buy	436,819 +123,081	+39%	+$6.7M	0.07%	308
2022 Q1	$19.7M	Sell	313,738 -118,247	-27%	-$7.28M	0.06%	391
2021 Q4	$29.9M	Sell	431,985 -117,851	-21%	-$7.28M	0.06%	347
2021 Q3	$29M	Buy	549,836 +278,465	+103%	+$15.3M	0.06%	333
2021 Q2	$13.7M	Buy	271,371 +226,159	+500%	+$10.4M	0.03%	643
2021 Q1	$1.8M	Sell	45,212 -76,606	-63%	-$2.91M	﹤0.01%	1790
2020 Q4	$4.39M	Buy	121,818 +112,318	+1,182%	+$3.88M	0.01%	1013
2020 Q3	$311K	Buy	+9,500	New	+$305K	﹤0.01%	2565
2019 Q2	–	Sell	-10,900	Closed	-$311K	–	3560
2019 Q1	$311K	Buy	+10,900	New	+$302K	﹤0.01%	2576
2018 Q1	–	Sell	-30,524	Closed	-$832K	–	3396
2017 Q4	$832K	Buy	+30,524	New	+$786K	﹤0.01%	2085
2017 Q2	–	Sell	-9,611	Closed	-$230K	–	3183
2017 Q1	$230K	Sell	9,611 -106,828	-92%	-$2.48M	﹤0.01%	2670
2016 Q4	$2.57M	Buy	+116,439	New	+$2.36M	0.01%	1294
2016 Q2	–	Sell	-36,996	Closed	-$784K	–	3126
2016 Q1	$784K	Sell	36,996 -23,555	-39%	-$422K	﹤0.01%	1753
2015 Q4	$1.04M	Buy	+60,551	New	+$946K	0.01%	1474
2015 Q3	–	Sell	-18,200	Closed	-$226K	–	2555
2015 Q2	$226K	Buy	+18,200	New	+$238K	﹤0.01%	2570

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

John Overdeck's NSA Position: Q2 2026 in Review

John Overdeck reduced its National Storage Affiliates Trust (NSA) stake by 70% in Q2 2026, selling an estimated $42.6M and leaving 427,945 shares worth $19M. The position accounts for 0.01% of the portfolio, ranked #1094.

John Overdeck first reported a position in NSA in Q2 2015 and has held it in 25 quarters since. The position peaked at $53.7M in Q1 2026. 334 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

John Overdeck held 427,945 shares of National Storage Affiliates Trust worth $19M as of Q2 2026.
John Overdeck sold 994,221 National Storage Affiliates Trust shares in Q2 2026, an estimated $42.6M.
National Storage Affiliates Trust made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1094 holding.
John Overdeck first reported a position in National Storage Affiliates Trust in Q2 2015 and has held it in 25 quarters since.
John Overdeck's National Storage Affiliates Trust position peaked at $53.7M in Q1 2026.
334 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.