Form 13-F position report

NATIONAL STORAGE AFFILIATES

Reported by Balyasny Asset Management LLC

NSA CUSIP 637870106 Manager CIK 0001218710

Reported 777,982 shares, down 1,844,642 (70.3%) from the prior quarter.

Reported value -60.3%; share count -70.3% vs. the prior quarter.

Reduced
% of reported 13F value 0.04% This manager · Q1 2026
Shares 777,982 Quarter-end amount reported
Reported value $29,361,041 Fair value at quarter end
Consecutive quarters held 23 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 0
2021-12-31 29779000
2022-03-31 46860000
2022-06-30 36667000
2022-09-30 18059000
2022-12-31 51414255
2023-03-31 20228748
2023-06-30 35866158
2023-09-30 43155513
2023-12-31 95788567
2024-03-31 9510398
2024-06-30 40739334
2024-09-30 0
2024-12-31 51081337
2025-03-31 45584657
2025-06-30 100670483
2025-09-30 71002766
2025-12-31 73984223
2026-03-31 29361041
2026-06-30 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for NATIONAL STORAGE AFFILIATES held by Balyasny Asset Management LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 0 -777,982 (-100.0%) 0 $0 2026-08-14
Q1 2026 Reduced 777,982 -1,844,642 (-70.3%) 0.04% $29,361,041 2026-05-15
Q4 2025 Added 2,622,624 +273,095 (11.6%) 0.09% $73,984,223 2026-02-17
Q3 2025 Reduced 2,349,529 -797,407 (-25.3%) 0.09% $71,002,766 2025-11-14
Q2 2025 Added 3,146,936 +1,989,965 (172.0%) 0.15% $100,670,483 2025-08-14
Q1 2025 Reduced 1,156,971 -190,466 (-14.1%) 0.08% $45,584,657 2025-05-15
Q4 2024 New 1,347,437 +1,347,437 (0.0%) 0.08% $51,081,337 2025-02-14
Q3 2024 Reduced 0 -988,339 (-100.0%) 0 $0 2024-11-14
Q2 2024 Added 988,339 +745,479 (307.0%) 0.07% $40,739,334 2024-08-14
Q1 2024 Reduced 242,860 -2,066,968 (-89.5%) 0.02% $9,510,398 2024-05-13
Q4 2023 Added 2,309,828 +950,171 (69.9%) 0.18% $95,788,567 2024-02-14
Q3 2023 Added 1,359,657 +329,908 (32.0%) 0.09% $43,155,513 2023-11-14
Q2 2023 Added 1,029,749 +545,576 (112.7%) 0.08% $35,866,158 2023-08-14
Q1 2023 Reduced 484,173 -939,256 (-66.0%) 0.05% $20,228,748 2023-05-15
Q4 2022 Added 1,423,429 +989,117 (227.7%) 0.14% $51,414,255 2023-02-14
Q3 2022 Reduced 434,312 -297,999 (-40.7%) 0.06% $18,059,000 2022-11-15
Q2 2022 Reduced 732,311 -14,339 (-1.9%) 0.12% $36,667,000 2022-08-15
Q1 2022 Added 746,650 +316,318 (73.5%) 0.15% $46,860,000 2022-05-16
Q4 2021 New 430,332 +430,332 (0.0%) 0.1% $29,779,000 2022-02-14
Q3 2021 Reduced 0 -318,473 (-100.0%) 0 $0 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

398 managers reported NATIONAL STORAGE AFFILIATES for Q1 2026.

Managers reporting NATIONAL STORAGE AFFILIATES in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 8,813,336 +131,594 < 0.01% $332,615,313 7 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC New 6,003,787 +6,003,787 0.01% $226,582,921 1 qtr
COHEN & STEERS INC Added 4,494,564 +2,332,913 0.29% $169,625,000 4 qtrs
STATE STREET CORPORATION Reduced 3,576,839 -22,716 < 0.01% $134,989,904 44 qtrs
CANADA PENSION PLAN INVESTMENT BOARD Added 3,400,100 +2,220,000 0.08% $128,319,774 2 qtrs
VANGUARD CAPITAL MANAGEMENT LLC New 3,114,080 +3,114,080 < 0.01% $117,525,379 1 qtr
DEUTSCHE BANK AG Added 2,835,089 +2,058,293 0.04% $106,996,259 44 qtrs
First Trust Capital Management L P New 1,814,200 +1,814,200 3.6% $68,467,908 1 qtr
GEODE CAPITAL MANAGEMENT LLC Added 1,490,229 +48,719 < 0.01% $56,252,795 43 qtrs
TWO SIGMA INVESTMENTS LP Added 1,422,166 +1,366,230 0.04% $53,672,545 5 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
COM SHS BEN IN

Voting authority reported

Sole
777,982
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.