AssetMark Inc
SMA

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

AssetMark Inc's SMA Position: Q2 2026 in Review

AssetMark Inc increased its SmartStop Self Storage REIT (SMA) stake by 1.2% in Q2 2026, buying an estimated $666 and bringing the position to 1,725 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

AssetMark Inc first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • AssetMark Inc held 1,725 shares of SmartStop Self Storage REIT worth $56.1K as of Q2 2026.
  • AssetMark Inc bought 21 SmartStop Self Storage REIT shares in Q2 2026, an estimated $666.
  • SmartStop Self Storage REIT made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1797 holding.
  • AssetMark Inc first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

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