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

Lido 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 		$7.79M Buy
27,538
+798
+3% +$250K 0.02% 418
2026
Q2 		$8.51M Buy
26,740
+24,607
+1,154% +$7.53M 0.02% 384
2026
Q1 		$578K Sell
2,133
-1,974
-48% -$566K ﹤0.01% 1224
2025
Q4 		$1.17M Buy
4,107
+117
+3% +$32.7K ﹤0.01% 943
2025
Q3 		$1.15M Buy
3,990
+6
+0.2% +$1.72K ﹤0.01% 896
2025
Q2 		$1.17M Sell
3,984
-1,228
-24% -$364K ﹤0.01% 783
2025
Q1 		$1.56M Buy
5,212
+914
+21% +$273K 0.01% 607
2024
Q4 		$1.29M Buy
4,298
+39
+0.9% +$12.9K 0.01% 660
2024
Q3 		$1.55M Buy
4,259
+945
+29% +$307K 0.01% 544
2024
Q2 		$953K Buy
3,314
+456
+16% +$126K 0.01% 678
2024
Q1 		$829K Buy
2,858
+215
+8% +$61.6K ﹤0.01% 734
2023
Q4 		$806K Buy
2,643
+478
+22% +$127K 0.01% 693
2023
Q3 		$571K Buy
2,165
+59
+3% +$16.5K ﹤0.01% 711
2023
Q2 		$615K Sell
2,106
-69
-3% -$20.1K ﹤0.01% 672
2023
Q1 		$657K Buy
2,175
+513
+31% +$151K 0.01% 590
2022
Q4 		$466K Sell
1,662
-64
-4% -$18.7K 0.01% 614
2022
Q3 		$505K Sell
1,726
-14
-0.8% -$4.55K 0.01% 544
2022
Q2 		$544K Sell
1,740
-229
-12% -$79.3K 0.01% 515
2022
Q1 		$768K Sell
1,969
-2,719
-58% -$987K 0.01% 463
2021
Q4 		$1.76M Sell
4,688
-25
-0.5% -$8.35K 0.02% 304
2021
Q3 		$1.4M Buy
4,713
+3,628
+334% +$1.14M 0.02% 331
2021
Q2 		$326K Sell
1,085
-474
-30% -$133K ﹤0.01% 689
2021
Q1 		$385K Sell
1,559
-247
-14% -$57.5K 0.01% 572
2020
Q4 		$417K Buy
1,806
+426
+31% +$97.7K 0.01% 525
2020
Q3 		$307K Buy
1,380
+6
+0.4% +$1.23K 0.01% 480
2020
Q2 		$264K Buy
+1,374
New +$265K 0.01% 482
2016
Q3 		– Sell
-1,498
Closed -$383K – 179
2016
Q2 		$383K Buy
+1,498
New +$385K 0.12% 82

Other funds holding PSA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Lido Advisors's PSA Position: Q3 2026 in Review

Lido Advisors increased its Public Storage (PSA) stake by 3% in Q3 2026, buying an estimated $250K and bringing the position to 27,538 shares worth $7.79M. The position accounts for 0.02% of the portfolio, ranked #418.

Lido Advisors first reported a position in PSA in Q2 2016 and has held it in 27 quarters since. The position peaked at $8.51M in Q2 2026. 706 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Lido Advisors held 27,538 shares of Public Storage worth $7.79M as of Q3 2026.
  • Lido Advisors bought 798 Public Storage shares in Q3 2026, an estimated $250K.
  • Public Storage made up 0.02% of Lido Advisors's portfolio in Q3 2026, its #418 holding.
  • Lido Advisors first reported a position in Public Storage in Q2 2016 and has held it in 27 quarters since.
  • Lido Advisors's Public Storage position peaked at $8.51M in Q2 2026.
  • 706 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.