AssetMark Inc
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AssetMark Inc’s SmartStop Self Storage REIT SMA Stock Holding History

AssetMark Inc’s Portfolio SMA Stock Details SMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$64.5K Buy
2,002
+277
+16% +$9.22K ﹤0.01% 1783
2026
Q2 		$56.1K Buy
1,725
+21
+1% +$666 ﹤0.01% 1797
2026
Q1 		$51.6K Buy
1,704
+690
+68% +$22.2K ﹤0.01% 1737
2025
Q4 		$31.4K Buy
+1,014
New +$34.3K ﹤0.01% 1858

Other funds holding SMA

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Seven Hills Financial, LLC
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Freedom Day Solutions
Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

AssetMark Inc's SMA Position: Q3 2026 in Review

AssetMark Inc increased its SmartStop Self Storage REIT (SMA) stake by 16% in Q3 2026, buying an estimated $9.22K and bringing the position to 2,002 shares worth $64.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

AssetMark Inc first reported a position in SMA in Q4 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • AssetMark Inc held 2,002 shares of SmartStop Self Storage REIT worth $64.5K as of Q3 2026.
  • AssetMark Inc bought 277 SmartStop Self Storage REIT shares in Q3 2026, an estimated $9.22K.
  • SmartStop Self Storage REIT made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1783 holding.
  • AssetMark Inc first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.