Doliver Advisors
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Doliver Advisors’s Public Storage PSA Stock Holding History

Doliver Advisors’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.15M Sell
4,066
-20
-0.5% -$6.26K 0.25% 60
2026
Q2 		$1.3M Sell
4,086
-96
-2% -$29.4K 0.29% 56
2026
Q1 		$1.13M Buy
4,182
+53
+1% +$15.2K 0.26% 60
2025
Q4 		$1.07M Buy
4,129
+39
+1% +$10.9K 0.27% 69
2025
Q3 		$1.18M Buy
4,090
+1,071
+35% +$307K 0.31% 58
2025
Q2 		$886K Buy
3,019
+1,448
+92% +$429K 0.24% 75
2025
Q1 		$470K Buy
1,571
+125
+9% +$37.4K 0.13% 106
2024
Q4 		$433K Buy
1,446
+36
+3% +$11.9K 0.12% 107
2024
Q3 		$513K Sell
1,410
-273
-16% -$88.6K 0.14% 92
2024
Q2 		$484K Buy
1,683
+35
+2% +$9.7K 0.14% 94
2024
Q1 		$478K Buy
1,648
+208
+14% +$59.6K 0.13% 94
2023
Q4 		$439K Buy
1,440
+162
+13% +$43K 0.13% 97
2023
Q3 		$337K Buy
1,278
+195
+18% +$54.7K 0.1% 111
2023
Q2 		$316K Buy
1,083
+32
+3% +$9.32K 0.1% 133
2023
Q1 		$318K Buy
+1,051
New +$309K 0.1% 125
2021
Q2 		– Sell
-2,017
Closed -$498K – 154
2021
Q1 		$498K Buy
2,017
+867
+75% +$202K 0.19% 85
2020
Q4 		$266K Sell
1,150
-455
-28% -$104K 0.12% 108
2020
Q3 		$357K Hold
1,605
– – 0.18% 99
2020
Q2 		$308K Buy
1,605
+140
+10% +$27K 0.14% 98
2020
Q1 		$283K Buy
1,465
+245
+20% +$52.5K 0.14% 88
2019
Q4 		$260K Buy
+1,220
New +$271K 0.1% 90
2018
Q2 		– Sell
-1,125
Closed -$225K – 366
2018
Q1 		$225K Buy
+1,125
New +$219K 0.1% 211

Other funds holding PSA

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Doliver Advisors's PSA Position: Q3 2026 in Review

Doliver Advisors reduced its Public Storage (PSA) stake by 0.49% in Q3 2026, selling an estimated $6.26K and leaving 4,066 shares worth $1.15M. The position accounts for 0.25% of the portfolio, ranked #60.

Doliver Advisors first reported a position in PSA in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.3M in Q2 2026. 363 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Doliver Advisors held 4,066 shares of Public Storage worth $1.15M as of Q3 2026.
  • Doliver Advisors sold 20 Public Storage shares in Q3 2026, an estimated $6.26K.
  • Public Storage made up 0.25% of Doliver Advisors's portfolio in Q3 2026, its #60 holding.
  • Doliver Advisors first reported a position in Public Storage in Q1 2018 and has held it in 22 quarters since.
  • Doliver Advisors's Public Storage position peaked at $1.3M in Q2 2026.
  • 363 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.