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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
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Advocate Group's PSA Position: Q2 2026 in Review

Advocate Group increased its Public Storage (PSA) stake by 7.6% in Q2 2026, buying an estimated $511K and bringing the position to 23,543 shares worth $7.49M. The position accounts for 1.13% of the portfolio, ranked #41.

Advocate Group first reported a position in PSA in Q2 2022 and has held it in 17 quarters since. 447 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Advocate Group held 23,543 shares of Public Storage worth $7.49M as of Q2 2026.
  • Advocate Group bought 1,671 Public Storage shares in Q2 2026, an estimated $511K.
  • Public Storage made up 1.13% of Advocate Group's portfolio in Q2 2026, its #41 holding.
  • Advocate Group first reported a position in Public Storage in Q2 2022 and has held it in 17 quarters since.
  • 447 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.