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
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% 677
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 		$1.75M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lido Advisors's PSA Position: Q1 2026 in Review

Lido Advisors reduced its Public Storage (PSA) stake by 48% in Q1 2026, selling an estimated $566K and leaving 2,133 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Lido Advisors first reported a position in PSA in Q2 2016 and has held it in 25 quarters since. The position peaked at $1.75M in Q4 2021. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Lido Advisors held 2,133 shares of Public Storage worth $578K as of Q1 2026.
  • Lido Advisors sold 1,974 Public Storage shares in Q1 2026, an estimated $566K.
  • Public Storage made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1224 holding.
  • Lido Advisors first reported a position in Public Storage in Q2 2016 and has held it in 25 quarters since.
  • Lido Advisors's Public Storage position peaked at $1.75M in Q4 2021.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.