ADVOCATE GROUP LLC

Position in PSA — Public Storage

CIK 1853401 MINNETONKA, MN

Position in PSA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$7,493,972

+$1,569,285 QoQ

Shares Held

23,543

+7.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#247

of 1,108 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ADVOCATE GROUP LLC holds $13,724,372 across 2 REIT - Industrial names. PSA ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	23,543	$7,493,972
2	PLD	Prologis, Inc.	45,991	$6,230,400

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,493,972	23,543	+7.6%	Shares	Sole	2026-07-17
2026-03-31	$5,924,687	21,872	+7.6%	Shares	Sole	2026-04-13
2025-12-31	$5,272,780	20,319	+7.4%	Shares	Sole	2026-01-20
2025-09-30	$5,462,731	18,912	+2.1%	Shares	Sole	2025-10-20
2025-06-30	$5,433,844	18,519	+0.8%	Shares	Sole	2025-07-25
2025-03-31	$5,496,460	18,365	+0.2%	Shares	Sole	2025-04-22
2024-12-31	$5,488,136	18,328	-3.0%	Shares	Sole	2025-01-21
2024-09-30	$6,877,143	18,900	-1.1%	Shares	Sole	2024-10-09
2024-06-30	$5,497,854	19,113	-0.7%	Shares	Sole	2024-07-10
2024-03-31	$5,580,754	19,240	-4.3%	Shares	Sole	2024-04-25
2023-12-31	$6,130,500	20,100	+5.8%	Shares	Sole	2024-01-19
2023-09-30	$5,006,616	18,999	+14.8%	Shares	Sole	2023-10-17
2023-06-30	$4,831,781	16,554	+15.1%	Shares	Sole	2023-07-20
2023-03-31	$4,345,075	14,381	+5.1%	Shares	Sole	2023-04-19
2022-12-31	$3,834,400	13,685	-5.3%	Shares	Sole	2023-01-18
2022-09-30	$4,233,446	14,458	+1.3%	Shares	Sole	2022-10-19
2022-06-30	$4,462,426	14,272	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.