NSA

National Storage Affiliates Trust

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0001618563
$45.72 +0.46% $3.5B
15 New Institutional Positions27 Institutional Exits
Vol
Market Cap$3.5B
Cap SizeMid Cap
Analyst ConsensusSell (25%)
Inst. Holders50 funds
Inst. Value$1.8B
Inst. Activity15 buys / 27 sells
SEC Reports3
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0001618563·Prev Close $45.51

Recent Activity

Jun 1, 2026 SEC
Public Storage (PSA) posted an investor presentation on June 1, 2026, updating shareholders on the pending $10.5 billion
425 — Impact 6/10
May 21, 2026 Insider
Kenyon Tiffany S. disposed of 6,476 shares
Chief Legal Officer
May 21, 2026 Insider
Esbenshade John disposed of 3,682 shares
Chief Accounting Officer
May 21, 2026 Insider
Kenyon Tiffany S. acquired 6,476 shares
Chief Legal Officer
May 18, 2026 dark_pool
Dark Pool: NSA — 0.6M shares, 17,734 trades
Week starting 2026-05-18. Total ATS volume: 625,754 shares across 17,734 trades.
Apr 27, 2026 SEC
Public Storage (PSA) reported Q1 2026 earnings with net income up 32.8% to $2.71/share and Core FFO up 2.4% to $4.22/sha
425 — Impact 6/10
Feb 25, 2026 SEC
National Storage Affiliates Trust (NSA) reported mixed financial results for Q4 and full-year 2025. While net income ros
8-K — Impact 6/10
Inst.
CANADA PENSION PLAN INVESTMENT — DOUBLED
3,400,100 shares ($128.3M)

Price Targets

$41.76 -8.7% upside Sell
Current $45.72 Low $38.00 Median $41.00 High $49.00 10 analysts
$38.00 $49.00

Analyst Ratings

Sell25% buy · 16 analysts
2Strong Buy
2Buy
12Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 UBS MAINTAIN Neutral → Neutral
May 12, 2026 Citigroup MAINTAIN Neutral → Neutral
Apr 20, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Mar 17, 2026 Evercore ISI Group UPGRADE Underperform → In-Line
Mar 5, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.07 ▼ -23.6% $0.07 — $0.07 -48% YoY 1
Next Q $0.08 ▼ -13.9% $0.08 — $0.08 -55% YoY 1
Current FY $0.33 ▼ -1.5% $0.33 — $0.33 -49% YoY 1
Next FY $0.37 ▼ -0.9% $0.35 — $0.40 13% YoY 2

Latest Reports

BULLISH 425 6/10
Public Storage (PSA) posted an investor presentation on June 1, 2026, updating shareholders on the pending $10.5 billion
Jun 1, 2026
MIXED 425 6/10
Public Storage (PSA) reported Q1 2026 earnings with net income up 32.8% to $2.71/share and Core FFO up 2.4% to $4.22/sha
Apr 27, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$332.6M—
VANGUARD PORTFOLIO MANAGEMENT LLC$226.6M—
STATE STREET CORP$135.0M—
CANADA PENSION PLAN INVESTMENT$128.3MDOUBLED
VANGUARD CAPITAL MANAGEMENT LLC$117.5M—

Recent Insider Trades

DateInsiderTypeValue
May 21, 2026Kenyon TiffanyC$0.00
May 21, 2026Esbenshade JohnC$0.00
May 21, 2026Kenyon TiffanyC$0.00
May 21, 2026Togashi BrandonC$0.00
May 21, 2026Togashi BrandonC$0.00
50 institutional holders with $1.8B total value (48,590,604 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net selling activity: 27 institutions trimmed/exited vs 15 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.8,813,336$332.6M18.3%—
2VANGUARD PORTFOLIO MANAGEMENT LLC6,003,787$226.6M12.4%—
3STATE STREET CORP3,576,839$135.0M7.4%—
4CANADA PENSION PLAN INVESTMENT BOARD3,400,100$128.3M7.0%DOUBLED +188.1%
5VANGUARD CAPITAL MANAGEMENT LLC3,114,080$117.5M6.5%—
6DEUTSCHE BANK AG\2,835,089$107.0M5.9%DOUBLED +265.0%
7TWO SIGMA INVESTMENTS, LP1,422,166$53.7M2.9%—
8JENNISON ASSOCIATES LLC1,274,412$48.1M2.6%ADD +30.6%
9Magnetar Financial LLC1,228,472$46.4M2.5%NEW
10Russell Investments Group, Ltd.1,201,563$45.3M2.5%DOUBLED +203.7%
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,156,127$43.6M2.4%—
12DIMENSIONAL FUND ADVISORS LP1,059,479$40.0M2.2%—
13CITADEL ADVISORS LLC1,031,522$38.9M2.1%—
14MORGAN STANLEY1,002,704$37.8M2.1%—
15ALLIANCEBERNSTEIN L.P.1,320,159$37.2M2.0%—
16WELLINGTON MANAGEMENT GROUP LLP956,756$36.1M2.0%ADD +63.8%
17GOLDMAN SACHS GROUP INC856,436$32.3M1.8%—
18BALYASNY ASSET MANAGEMENT L.P.777,982$29.4M1.6%TRIM -70.3%
19Universal- Beteiligungs- und Servicegesellschaft mbH701,210$26.5M1.5%ADD +52.5%
20BANK OF AMERICA CORP /DE/622,538$23.5M1.3%TRIM -32.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED1,180,1003,400,100+188.1%$128.3M2026-Q1
DEUTSCHE BANK AG\DOUBLED776,7962,835,089+265.0%$107.0M2026-Q1
JENNISON ASSOCIATES LLCADD975,8101,274,412+30.6%$48.1M2026-Q1
Magnetar Financial LLCNEW—1,228,472—$46.4M2026-Q1
Russell Investments Group, Ltd.DOUBLED395,6081,201,563+203.7%$45.3M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPADD584,193956,756+63.8%$36.1M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM2,622,624777,982-70.3%$29.4M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD459,793701,210+52.5%$26.5M2026-Q1
BANK OF AMERICA CORP /DE/TRIM917,603622,538-32.2%$23.5M2026-Q1
Invesco Ltd.TRIM831,730507,662-39.0%$19.2M2026-Q1
TUDOR INVESTMENT CORP ET ALNEW—366,708—$13.8M2026-Q1
SOROS FUND MANAGEMENT LLCNEW—317,432—$12.0M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.ADD224,779317,273+41.1%$12.0M2026-Q1
Hudson Bay Capital Management LPNEAR_EXIT1,154,705182,123-84.2%$6.9M2026-Q1
HSBC HOLDINGS PLCTRIM202,877146,551-27.8%$5.5M2026-Q1
Neuberger Berman Group LLCADD107,178140,680+31.3%$5.3M2026-Q1
Nuveen, LLCNEAR_EXIT679,526113,682-83.3%$4.3M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED17,668103,236+484.3%$3.9M2026-Q1
Swedbank ABTRIM190,000100,000-47.4%$3.8M2026-Q1
Allianz Asset Management GmbHADD37,28268,811+84.6%$2.6M2026-Q1
Verition Fund Management LLCTRIM99,58659,372-40.4%$2.2M2026-Q1
PRUDENTIAL FINANCIAL INCNEAR_EXIT2,675,28652,968-98.0%$2.0M2026-Q1
Mitsubishi UFJ Trust & Banking CorpTRIM110,61942,021-62.0%$1.6M2026-Q1
GABELLI FUNDS LLCTRIM70,03439,536-43.5%$1.5M2026-Q1
SEI INVESTMENTS COTRIM115,69434,233-70.4%$1.3M2026-Q1
15 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 21, 2026Kenyon Tiffany S.Chief Legal OfficerCONVERT6,476——
May 21, 2026Esbenshade JohnChief Accounting OfficerCONVERT3,682——
May 21, 2026Kenyon Tiffany S.Chief Legal OfficerCONVERT6,476——
May 21, 2026Togashi BrandonChief Financial OfficerCONVERT17,346——
May 21, 2026Togashi BrandonChief Financial OfficerCONVERT17,346——
May 21, 2026Nordhagen Arlen DaleVice ChairpersonCONVERT919——
May 21, 2026Cramer DavidPresident and CEOCONVERT30,555——
May 21, 2026Cramer DavidPresident and CEOCONVERT30,555——
May 21, 2026FISCHER TAMARA DExecutive ChairpersonCONVERT14,576——
May 21, 2026Cowan William S. Jr.Chief Strategy OfficerCONVERT17,606——
May 21, 2026Esbenshade JohnChief Accounting OfficerCONVERT3,682——
May 21, 2026FISCHER TAMARA DExecutive ChairpersonCONVERT14,576——
May 21, 2026Nordhagen Arlen DaleVice ChairpersonCONVERT919——
May 21, 2026Cowan William S. Jr.Chief Strategy OfficerCONVERT17,606——
May 16, 2026Allan WarrenDirectorCONVERT5,048——
May 16, 2026Allan WarrenDirectorCONVERT5,048——
May 16, 2026Palazzo Dominic MDirectorCONVERT8,606——
May 16, 2026Wu Charles FDirectorCONVERT10,272——
May 16, 2026SCHALL MICHAEL JDirectorCONVERT12,618——
May 16, 2026SCHALL MICHAEL JDirectorCONVERT12,618——
May 16, 2026OSGOOD STEVEN GDirectorCONVERT11,451——
May 16, 2026OSGOOD STEVEN GDirectorCONVERT11,451——
May 16, 2026Meisinger Chad LeRoyDirectorCONVERT10,272——
May 16, 2026Palazzo Dominic MDirectorCONVERT8,606——
May 16, 2026COHN LISA RDirectorCONVERT11,624——
May 16, 2026Hylbert Paul William JrDirectorCONVERT11,103——
May 16, 2026COHN LISA RDirectorCONVERT11,624——
May 16, 2026Hylbert Paul William JrDirectorCONVERT11,103——
May 16, 2026Wu Charles FDirectorCONVERT10,272——
May 16, 2026Meisinger Chad LeRoyDirectorCONVERT10,272——
May 15, 2026Allan WarrenDirectorAWARD4,762$42.53$202.5K
May 15, 2026SCHALL MICHAEL JDirectorAWARD5,291$42.53$225.0K
May 15, 2026OSGOOD STEVEN GDirectorAWARD5,232$42.53$222.5K
May 15, 2026Palazzo Dominic MDirectorAWARD5,056$42.53$215.0K
May 15, 2026Hylbert Paul William JrDirectorAWARD5,056$42.53$215.0K
May 15, 2026Meisinger Chad LeRoyDirectorAWARD4,703$42.53$200.0K
May 15, 2026Wu Charles FDirectorAWARD4,703$42.53$200.0K
May 15, 2026COHN LISA RDirectorAWARD4,703$42.53$200.0K
Mar 1, 2026Esbenshade JohnChief Accounting OfficerAWARD2,599——
Mar 1, 2026Esbenshade JohnChief Accounting OfficerCONVERT2,294——
Mar 1, 2026Esbenshade JohnChief Accounting OfficerCONVERT2,294——
Feb 27, 2026Cowan William S. Jr.Chief Strategy OfficerAWARD55,289——
Feb 27, 2026Cowan William S. Jr.Chief Strategy OfficerCONVERT7,074——
Feb 27, 2026Cowan William S. Jr.Chief Strategy OfficerCONVERT7,074——
Feb 27, 2026Togashi BrandonChief Financial OfficerAWARD46,029——
Feb 27, 2026Togashi BrandonChief Financial OfficerCONVERT11,382——
Feb 27, 2026Togashi BrandonChief Financial OfficerCONVERT11,382——
Feb 27, 2026Cramer DavidPresident and CEOAWARD109,663——
Feb 27, 2026Cramer DavidPresident and CEOCONVERT22,606——
Feb 27, 2026Cramer DavidPresident and CEOCONVERT22,606——
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 2 mixed, 0 neutral. Avg impact: 6.0/10.
BULLISH 425 6/10
Public Storage (PSA) posted an investor presentation on June 1, 2026, updating shareholders on the p
Jun 1, 2026
MIXED 425 6/10
Public Storage (PSA) reported Q1 2026 earnings with net income up 32.8% to $2.71/share and Core FFO
Apr 27, 2026
MIXED 8-K 6/10
National Storage Affiliates Trust (NSA) reported mixed financial results for Q4 and full-year 2025.
Feb 25, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (25% buy). Based on 16 analysts: 2 strong buy, 2 buy, 12 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$41.76 mean target -8.7% upside Sell (2.83)
$38.00 Low $49.00 High
MetricValue
Current Price$45.72
Target Low$38.00
Target Mean$41.76
Target Median$41.00
Target High$49.00
# Analysts10
RecommendationSell (2.83)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.07 $0.07 $0.07 -48.1% -23.6% 0↑ 1↓ $0.2B -7.5% 1
Next Q
2026-09-30
 $0.08 $0.08 $0.08 -55.3% -13.9% 0↑ 1↓ $0.2B -7.0% 1
Current FY
2026-12-31
 $0.33 $0.33 $0.33 -48.9% -1.5% 0↑ 1↓ $0.7B -3.0% 1
Next FY
2027-12-31
 $0.37 $0.35 $0.40 13.1% -0.9% 0↑ 1↓ $0.8B 4.4% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.067
7d ago$0.067
30d ago$0.088-0.021
60d ago$0.088-0.021
90d ago$0.108-0.041
8 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 UBS MAINTAIN Neutral Neutral
May 12, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 20, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 17, 2026 Evercore ISI Group UPGRADE Underperform In-Line
Mar 5, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 27, 2026 Evercore ISI Group MAINTAIN Underperform Underperform
Feb 5, 2026 Wells Fargo MAINTAIN Underweight Underweight
Jan 26, 2026 Wolfe Research UPGRADE Underperform Peer Perform
Jan 20, 2026 Truist Securities MAINTAIN Hold Hold
Jan 12, 2026 Mizuho MAINTAIN Neutral Neutral
Jan 8, 2026 UBS MAINTAIN Neutral Neutral
Dec 17, 2025 Truist Securities MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202622120025%
May 1, 202622130024%
Apr 1, 202622130024%
Mar 1, 20261013814%
Feb 1, 20261013814%
Jan 1, 20261012815%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026
dark_pool
Dark Pool: NSA — 0.6M shares, 17,734 trades
Week starting 2026-05-18. Total ATS volume: 625,754 shares across 17,734 trades.
May 11, 2026
dark_pool
Dark Pool: NSA — 1.1M shares, 26,190 trades
Week starting 2026-05-11. Total ATS volume: 1,109,814 shares across 26,190 trades.
May 5, 2026
earnings_calendar
NSA Q1 2026 Earnings After Market Close — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: NSA — 0.9M shares, 22,221 trades
Week starting 2026-05-04. Total ATS volume: 920,318 shares across 22,221 trades.
Apr 30, 2026
short_interest
FTD: NSA — 58,745 shares ($2.4M) failed to deliver
Settlement: 20260430, Price: $41.47, FTD Value: $2,436,155.15, NATIONAL STORAGE AFFILIATES TR
Apr 27, 2026
dark_pool
Dark Pool: NSA — 1.4M shares, 24,067 trades
Week starting 2026-04-27. Total ATS volume: 1,410,672 shares across 24,067 trades.
Apr 20, 2026
dark_pool
Dark Pool: NSA — 1.0M shares, 17,232 trades
Week starting 2026-04-20. Total ATS volume: 1,033,633 shares across 17,232 trades.
Apr 13, 2026
dark_pool
Dark Pool: NSA — 0.9M shares, 20,471 trades
Week starting 2026-04-13. Total ATS volume: 916,292 shares across 20,471 trades.
Apr 6, 2026
dark_pool
Dark Pool: NSA — 1.0M shares, 21,458 trades
Week starting 2026-04-06. Total ATS volume: 959,729 shares across 21,458 trades.
Mar 30, 2026
dark_pool
Dark Pool: NSA — 0.9M shares, 20,597 trades
Week starting 2026-03-30. Total ATS volume: 902,274 shares across 20,597 trades.
Mar 24, 2026
short_interest
FTD: NSA — 57,254 shares ($2.2M) failed to deliver
Settlement: 20260324, Price: $37.82, FTD Value: $2,165,346.28, NATIONAL STORAGE AFFILIATES TR
Mar 23, 2026
dark_pool
Dark Pool: NSA — 2.6M shares, 40,302 trades
Week starting 2026-03-23. Total ATS volume: 2,644,860 shares across 40,302 trades.
Mar 18, 2026
short_interest
FTD: NSA — 15,274 shares ($0.6M) failed to deliver
Settlement: 20260318, Price: $39.79, FTD Value: $607,752.46, NATIONAL STORAGE AFFILIATES TR
Mar 17, 2026
short_interest
FTD: NSA — 181,283 shares ($7.3M) failed to deliver
Settlement: 20260317, Price: $40.23, FTD Value: $7,293,015.09, NATIONAL STORAGE AFFILIATES TR
Mar 16, 2026
dark_pool
Dark Pool: NSA — 10.3M shares, 115,650 trades
Week starting 2026-03-16. Total ATS volume: 10,338,671 shares across 115,650 trades.