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Lindenwold Advisors’s Public Storage PSA Stock Holding History

Lindenwold 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
2025
Q3 		$1.23M Buy
4,275
+37
+0.9% +$10.6K 0.58% 48
2025
Q2 		$1.24M Buy
4,238
+45
+1% +$13.3K 0.65% 47
2025
Q1 		$1.25M Sell
4,193
-16
-0.4% -$4.79K 0.7% 44
2024
Q4 		$1.26M Sell
4,209
-181
-4% -$60.1K 0.67% 48
2024
Q3 		$1.6M Buy
4,390
+34
+0.8% +$11K 0.8% 41
2024
Q2 		$1.25M Buy
4,356
+7
+0.2% +$1.93K 0.67% 46
2024
Q1 		$1.26M Buy
4,349
+108
+3% +$31K 0.67% 47
2023
Q4 		$1.29M Sell
4,241
-184
-4% -$48.8K 0.73% 46
2023
Q3 		$1.17M Buy
4,425
+10
+0.2% +$2.8K 0.73% 46
2023
Q2 		$1.29M Sell
4,415
-604
-12% -$176K 0.79% 45
2023
Q1 		$1.52M Buy
5,019
+159
+3% +$46.8K 0.94% 39
2022
Q4 		$1.36M Sell
4,860
-9
-0.2% -$2.63K 0.91% 41
2022
Q3 		$1.43M Buy
4,869
+79
+2% +$25.7K 1.06% 33
2022
Q2 		$1.5M Sell
4,790
-4
-0.1% -$1.39K 1.07% 35
2022
Q1 		$1.87M Buy
4,794
+130
+3% +$47.2K 1.15% 29
2021
Q4 		$1.75M Buy
+4,664
New +$1.56M 1.02% 33

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lindenwold Advisors's PSA Position: Q3 2025 in Review

Lindenwold Advisors increased its Public Storage (PSA) stake by 0.87% in Q3 2025, buying an estimated $10.6K and bringing the position to 4,275 shares worth $1.23M. The position accounts for 0.58% of the portfolio, ranked #48.

Lindenwold Advisors first reported a position in PSA in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.87M in Q1 2022. 1,120 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Lindenwold Advisors held 4,275 shares of Public Storage worth $1.23M as of Q3 2025.
  • Lindenwold Advisors bought 37 Public Storage shares in Q3 2025, an estimated $10.6K.
  • Public Storage made up 0.58% of Lindenwold Advisors's portfolio in Q3 2025, its #48 holding.
  • Lindenwold Advisors first reported a position in Public Storage in Q4 2021 and has held it in 16 quarters since.
  • Lindenwold Advisors's Public Storage position peaked at $1.87M in Q1 2022.
  • 1,120 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.