ASSETMARK, INC

Position in PSA — Public Storage

CIK 1344551 CONCORD, CA

Position in PSA

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

Position Value

$1,209,259

+$219,464 QoQ

Shares Held

3,799

+4.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#470

of 1,108 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

ASSETMARK, INC holds $21,397,628 across 14 REIT - Industrial names. PSA ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	111,889	$15,157,602
2	STAG	STAG Industrial, Inc.	44,791	$1,704,745
3	REXR	Rexford Industrial Realty, Inc.	47,069	$1,576,811
4	PSA	Public Storage This page	3,799	$1,209,259
5	TRNO	Terreno Realty Corp	11,770	$762,342
6	EXR	Extra Space Storage Inc.	5,133	$745,824
7	EGP	Eastgroup Properties Inc	626	$126,783
8	SMA	SmartStop Self Storage REIT, Inc.	1,725	$56,062

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,209,259	3,799	+4.0%	Shares	Sole	2026-07-30
2026-03-31	$989,795	3,654	+9.0%	Shares	Sole	2026-05-06
2025-12-31	$869,584	3,351	-3.8%	Shares	Sole	2026-01-23
2025-09-30	$1,006,642	3,485	-27.6%	Shares	Sole	2025-11-06
2025-06-30	$1,411,937	4,812	+11.0%	Shares	Sole	2025-08-04
2025-03-31	$1,297,721	4,336	+9.1%	Shares	Sole	2025-05-06
2024-12-31	$1,190,573	3,976	+0.5%	Shares	Sole	2025-02-06
2024-09-30	$1,439,105	3,955	-7.0%	Shares	Sole	2024-11-01
2024-06-30	$1,222,800	4,251	-0.3%	Shares	Sole	2024-08-13
2024-03-31	$1,237,105	4,265	-1.3%	Shares	Sole	2024-05-07
2023-12-31	$1,317,905	4,321	+10.7%	Shares	Sole	2024-02-09
2023-09-30	$1,028,255	3,902	-1.5%	Shares	Sole	2023-10-27
2023-06-30	$1,156,428	3,962	+16.3%	Shares	Defined	2023-08-11
2023-03-31	$1,029,088	3,406	+18.7%	Shares	Defined	2023-05-05
2022-12-31	$804,145	2,870	-3.5%	Shares	Defined	2023-02-10
2022-09-30	$870,816	2,974	-6.1%	Shares	Sole	2022-11-01
2022-06-30	$990,538	3,168	+18.4%	Shares	Sole	2022-08-03
2022-03-31	$1,044,389	2,676	+2.9%	Shares	Sole	2022-05-13
2021-12-31	$973,856	2,600	+14.0%	Shares	Sole	2022-02-14
2021-09-30	$677,685	2,281	+1.6%	Shares	Sole	2021-11-12
2021-06-30	$675,349	2,246	+1.4%	Shares	Sole	2021-08-16
2021-03-31	$546,326	2,214	-6.1%	Shares	Sole	2021-05-14
2020-12-31	$544,763	2,359	+5.7%	Shares	Sole	2021-02-10
2020-09-30	$497,111	2,232	-2.7%	Shares	Sole	2020-11-13
2020-06-30	$440,195	2,294	+32.1%	Shares	Sole	2020-08-11
2020-03-31	$344,786	1,736	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.