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Advocate Investing Services’s Public Storage PSA Stock Holding History

Advocate Investing Services’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 		$63.7K Sell
200
-27
-12% -$8.26K 0.05% 152
2026
Q1 		$61.5K Hold
227
– – 0.05% 143
2025
Q4 		$58.9K Buy
+227
New +$63.5K 0.05% 135

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advocate Investing Services's PSA Position: Q2 2026 in Review

Advocate Investing Services reduced its Public Storage (PSA) stake by 12% in Q2 2026, selling an estimated $8.26K and leaving 200 shares worth $63.7K. The position accounts for 0.05% of the portfolio, ranked #152.

Advocate Investing Services first reported a position in PSA in Q4 2025 and has held it in 3 quarters since. 1,119 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Advocate Investing Services held 200 shares of Public Storage worth $63.7K as of Q2 2026.
  • Advocate Investing Services sold 27 Public Storage shares in Q2 2026, an estimated $8.26K.
  • Public Storage made up 0.05% of Advocate Investing Services's portfolio in Q2 2026, its #152 holding.
  • Advocate Investing Services first reported a position in Public Storage in Q4 2025 and has held it in 3 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.