Position in PSA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,511,608
+$7,933,823 QoQ
Shares Held
26,740
+1153.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#227
of 1,108 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $19,998,381 across 4 REIT - Industrial names. PSA ranks #2 (42.6% of the industry book) .
All Filings in PSA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,511,608 | 26,740 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $577,785 | 2,133 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,065,766 | 4,107 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,152,511 | 3,990 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,168,984 | 3,984 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,559,898 | 5,212 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,286,993 | 4,298 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,549,721 | 4,259 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $953,271 | 3,314 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $828,991 | 2,858 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $806,115 | 2,643 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $570,520 | 2,165 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $614,698 | 2,106 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $657,153 | 2,175 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $465,675 | 1,662 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $505,390 | 1,726 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $544,045 | 1,740 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $768,461 | 1,969 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,755,937 | 4,688 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,400,232 | 4,713 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $326,248 | 1,085 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $384,698 | 1,559 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $417,059 | 1,806 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $307,353 | 1,380 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $263,656 | 1,374 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||