LPC
NSA

Long Pond Capital’s National Storage Affiliates Trust NSA Stock Holding History

Long Pond Capital’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
-2,591,313
Closed -$73.1M – 38
2025
Q4 		$73.1M Sell
2,591,313
-1,254,976
-33% -$37.4M 8.59% 2
2025
Q3 		$116M Buy
3,846,289
+1,347,500
+54% +$42.1M 8.42% 4
2025
Q2 		$79.9M Buy
+2,498,789
New +$87.2M 5.16% 9
2024
Q4 		– Sell
-2,065,015
Closed -$99.5M – 35
2024
Q3 		$99.5M Buy
2,065,015
+1,672,044
+425% +$74.6M 4.46% 8
2024
Q2 		$16.2M Buy
+392,971
New +$14.8M 0.87% 30

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

Long Pond Capital's NSA Position: Q1 2026 in Review

Long Pond Capital sold out of National Storage Affiliates Trust (NSA) in Q1 2026, closing a stake of 2,591,313 shares — an estimated $73.1M sold.

Long Pond Capital first reported a position in NSA in Q2 2024 and held it in 5 quarters. The position peaked at $116M in Q3 2025. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

  • Long Pond Capital reported no remaining National Storage Affiliates Trust position as of Q1 2026 after selling out during the quarter.
  • Long Pond Capital sold 2,591,313 National Storage Affiliates Trust shares in Q1 2026, an estimated $73.1M.
  • Long Pond Capital first reported a position in National Storage Affiliates Trust in Q2 2024 and held it in 5 quarters.
  • Long Pond Capital's National Storage Affiliates Trust position peaked at $116M in Q3 2025.
  • 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Long Pond Capital's 13F filing for Q1 2026, filed 14 May 2026.