What smart money is saying about National Storage Australia REIT
NSR.AX
No fund has written a full thesis on National Storage Australia REIT in our archive, but 2 fund letters report a position in it — most recently Third Avenue International Real Estate Value Fund in March 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Every position in National Storage Australia REIT on record in the archive was reported in Q1 2026, across 2 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 2 | 0 | 2 | 0 |
Fund activity · 2 positions · 2 moves
- ExitedThird Avenue International Real Estate Value FundMarch 2026
“Proceeds from the successful privatizations of Mandarin Oriental and National Storage Australia REIT, mentioned in our last shareholder letter, were used to initiate two new investments.”
Read the letterNational Storage Australia REIT - ExitedThird Avenue Real Estate Value FundMarch 2026
“The Fund also trimmed back CK Asset Holdings, exited several positions following corporate activity (National Storage REIT, F&G Annuities, Rayonier, and Unite Group), and extended the Fund’s Hong Kong Dollar hedge.”
Read the letterNational Storage Australia REIT
Read the letters behind these National Storage Australia REIT positions
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