LDR Capital Management’s Public Storage PSA Stock Holding History

LDR Capital Management’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	$1.93M	Hold	6,840	–	–	2.39%	16
2026 Q2	$2.18M	Sell	6,840 -41	-0.6%	-$12.5K	2.51%	15
2026 Q1	$1.86M	Buy	6,881 +2,575	+60%	+$738K	2.51%	13
2025 Q4	$1.12M	Buy	+4,306	New	+$1.2M	1.55%	25
2025 Q1	–	Sell	-6,388	Closed	-$1.91M	–	36
2024 Q4	$1.91M	Buy	6,388 +588	+10%	+$195K	2.59%	18
2024 Q3	$2.11M	Sell	5,800 -323	-5%	-$105K	2.35%	18
2024 Q2	$1.76M	Sell	6,123 -559	-8%	-$154K	1.6%	24
2024 Q1	$1.94M	Sell	6,682 -19	-0.3%	-$5.45K	1.3%	23
2023 Q4	$2.04M	Buy	6,701 +2,576	+62%	+$684K	1.14%	21
2023 Q3	$1.09M	Buy	+4,125	New	+$1.16M	0.66%	29

Other funds holding PSA

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

EWM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

LDR Capital Management's PSA Position: Q3 2026 in Review

LDR Capital Management held its Public Storage (PSA) position steady in Q3 2026 at 6,840 shares worth $1.93M. The position accounts for 2.39% of the portfolio, ranked #16.

LDR Capital Management first reported a position in PSA in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.18M in Q2 2026. 100 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

LDR Capital Management held 6,840 shares of Public Storage worth $1.93M as of Q3 2026.
LDR Capital Management left its Public Storage share count unchanged in Q3 2026.
Public Storage made up 2.39% of LDR Capital Management's portfolio in Q3 2026, its #16 holding.
LDR Capital Management first reported a position in Public Storage in Q3 2023 and has held it in 10 quarters since.
LDR Capital Management's Public Storage position peaked at $2.18M in Q2 2026.
100 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on LDR Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.