What smart money is saying about National Storage
NSA
No fund has written a full thesis on National Storage in our archive, but 1 fund letter reports a position in it — most recently TimesSquare U.S. Small Cap Growth Strategy in March 2026.
1
Reported positions
0
Bought
1
Sold
3
Letters
Position history
Every position in National Storage on record in the archive was reported in Q1 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- March 2026
“We trimmed the position on the strength of its 36% stock price appreciation.”
Read the letterNational Storage
Also mentioned · 2
These funds discuss National Storage — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“Public Storage shares ascended as rental trends bottomed and the company announced a compelling acquisition of National Storage.”
Read the letterNational Storage - MentionedYackman AM AMG Yacktman FundMarch 2026
“Public Storage® announced the acquisition of the number five competitor, National Storage Affiliates, both self-storage real estate investment trusts (REITs).”
Read the letterNational Storage
Read the letters behind these National Storage positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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