Advocate Group
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Advocate Group’s Public Storage PSA Stock Holding History

Advocate Group’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 		$6.08M Sell
21,490
-2,053
-9% -$642K 0.94% 44
2026
Q2 		$7.49M Buy
23,543
+1,671
+8% +$511K 1.13% 41
2026
Q1 		$5.92M Buy
21,872
+1,553
+8% +$445K 0.93% 47
2025
Q4 		$5.27M Buy
20,319
+1,407
+7% +$394K 0.85% 47
2025
Q3 		$5.46M Buy
18,912
+393
+2% +$113K 0.9% 48
2025
Q2 		$5.43M Buy
18,519
+154
+0.8% +$45.6K 0.97% 47
2025
Q1 		$5.5M Buy
18,365
+37
+0.2% +$11.1K 1% 43
2024
Q4 		$5.49M Sell
18,328
-572
-3% -$190K 1.03% 44
2024
Q3 		$6.88M Sell
18,900
-213
-1% -$69.1K 1.25% 36
2024
Q2 		$5.5M Sell
19,113
-127
-0.7% -$35K 1.11% 41
2024
Q1 		$5.58M Sell
19,240
-860
-4% -$247K 1.11% 40
2023
Q4 		$6.13M Buy
20,100
+1,101
+6% +$292K 1.32% 29
2023
Q3 		$5.01M Buy
18,999
+2,445
+15% +$685K 1.16% 36
2023
Q2 		$4.83M Buy
16,554
+2,173
+15% +$633K 1.06% 39
2023
Q1 		$4.35M Buy
14,381
+696
+5% +$205K 0.95% 45
2022
Q4 		$3.83M Sell
13,685
-773
-5% -$225K 0.83% 51
2022
Q3 		$4.23M Buy
14,458
+186
+1% +$60.5K 1.05% 40
2022
Q2 		$4.46M Buy
+14,272
New +$4.94M 1.04% 40

Other funds holding PSA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Advocate Group's PSA Position: Q3 2026 in Review

Advocate Group reduced its Public Storage (PSA) stake by 8.7% in Q3 2026, selling an estimated $642K and leaving 21,490 shares worth $6.08M. The position accounts for 0.94% of the portfolio, ranked #44.

Advocate Group first reported a position in PSA in Q2 2022 and has held it in 18 quarters since. The position peaked at $7.49M in Q2 2026. 426 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Advocate Group held 21,490 shares of Public Storage worth $6.08M as of Q3 2026.
  • Advocate Group sold 2,053 Public Storage shares in Q3 2026, an estimated $642K.
  • Public Storage made up 0.94% of Advocate Group's portfolio in Q3 2026, its #44 holding.
  • Advocate Group first reported a position in Public Storage in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Public Storage position peaked at $7.49M in Q2 2026.
  • 426 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.