AssetMark Inc
PSA icon

AssetMark Inc’s Public Storage PSA Stock Holding History

AssetMark Inc’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 		$1.21M Buy
3,799
+145
+4% +$44.4K ﹤0.01% 1056
2026
Q1 		$990K Buy
3,654
+303
+9% +$86.9K ﹤0.01% 1042
2025
Q4 		$870K Sell
3,351
-134
-4% -$37.5K ﹤0.01% 1044
2025
Q3 		$1.01M Sell
3,485
-1,327
-28% -$381K ﹤0.01% 969
2025
Q2 		$1.41M Buy
4,812
+476
+11% +$141K ﹤0.01% 851
2025
Q1 		$1.3M Buy
4,336
+360
+9% +$108K ﹤0.01% 815
2024
Q4 		$1.19M Buy
3,976
+21
+0.5% +$6.97K ﹤0.01% 814
2024
Q3 		$1.44M Sell
3,955
-296
-7% -$96.1K ﹤0.01% 716
2024
Q2 		$1.22M Sell
4,251
-14
-0.3% -$3.86K ﹤0.01% 725
2024
Q1 		$1.24M Sell
4,265
-56
-1% -$16.1K ﹤0.01% 681
2023
Q4 		$1.32M Buy
4,321
+419
+11% +$111K ﹤0.01% 615
2023
Q3 		$1.03M Sell
3,902
-60
-2% -$16.8K ﹤0.01% 609
2023
Q2 		$1.16M Buy
3,962
+556
+16% +$162K ﹤0.01% 579
2023
Q1 		$1.03M Buy
3,406
+536
+19% +$158K ﹤0.01% 597
2022
Q4 		$804K Sell
2,870
-104
-3% -$30.3K ﹤0.01% 624
2022
Q3 		$871K Sell
2,974
-194
-6% -$63.1K ﹤0.01% 545
2022
Q2 		$991K Buy
3,168
+492
+18% +$170K ﹤0.01% 498
2022
Q1 		$1.04M Buy
2,676
+76
+3% +$27.6K ﹤0.01% 459
2021
Q4 		$974K Buy
2,600
+319
+14% +$107K ﹤0.01% 413
2021
Q3 		$678K Buy
2,281
+35
+2% +$11K ﹤0.01% 429
2021
Q2 		$675K Buy
2,246
+32
+1% +$8.97K ﹤0.01% 422
2021
Q1 		$546K Sell
2,214
-145
-6% -$33.8K ﹤0.01% 433
2020
Q4 		$545K Buy
2,359
+127
+6% +$29.1K ﹤0.01% 423
2020
Q3 		$497K Sell
2,232
-62
-3% -$12.7K ﹤0.01% 406
2020
Q2 		$440K Buy
2,294
+558
+32% +$108K ﹤0.01% 398
2020
Q1 		$345K Buy
1,736
+732
+73% +$157K ﹤0.01% 412
2019
Q4 		$214K Buy
1,004
+218
+28% +$48.4K ﹤0.01% 527
2019
Q3 		$193K Buy
786
+779
+11,129% +$196K ﹤0.01% 500
2019
Q2 		$2K Hold
7
– – ﹤0.01% 1179
2019
Q1 		$2K Sell
7
-45
-87% -$9.42K ﹤0.01% 1185
2018
Q4 		$11K Hold
52
– – ﹤0.01% 1003
2018
Q3 		$10K Hold
52
– – ﹤0.01% 1055
2018
Q2 		$12K Hold
52
– – ﹤0.01% 1018
2018
Q1 		$10K Sell
52
-602
-92% -$117K ﹤0.01% 1046
2017
Q4 		$137K Buy
654
+12
+2% +$2.54K ﹤0.01% 532
2017
Q3 		$137K Sell
642
-30,964
-98% -$6.4M ﹤0.01% 520
2017
Q2 		$6.59M Buy
31,606
+2,734
+9% +$588K 0.08% 170
2017
Q1 		$6.32M Buy
28,872
+3,193
+12% +$707K 0.08% 171
2016
Q4 		$5.74M Sell
25,679
-196
-0.8% -$41.7K 0.08% 167
2016
Q3 		$5.77M Buy
+25,875
New +$6.04M 0.09% 156
2016
Q2 		– Sell
-19
Closed -$5K – 1256
2016
Q1 		$5K Sell
19
-491
-96% -$124K ﹤0.01% 972
2015
Q4 		$127K Buy
+510
New +$119K ﹤0.01% 476

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

AssetMark Inc's PSA Position: Q2 2026 in Review

AssetMark Inc increased its Public Storage (PSA) stake by 4% in Q2 2026, buying an estimated $44.4K and bringing the position to 3,799 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

AssetMark Inc first reported a position in PSA in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.59M in Q2 2017. 447 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • AssetMark Inc held 3,799 shares of Public Storage worth $1.21M as of Q2 2026.
  • AssetMark Inc bought 145 Public Storage shares in Q2 2026, an estimated $44.4K.
  • Public Storage made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1056 holding.
  • AssetMark Inc first reported a position in Public Storage in Q4 2015 and has held it in 42 quarters since.
  • AssetMark Inc's Public Storage position peaked at $6.59M in Q2 2017.
  • 447 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.