AWM
SMA

AE Wealth Management’s SmartStop Self Storage REIT SMA Stock Holding History

AE Wealth Management’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 		$1.43M Sell
44,108
-2,109
-5% -$66.9K 0.01% 779
2026
Q1 		$1.4M Sell
46,217
-5,708
-11% -$183K 0.01% 750
2025
Q4 		$1.61M Buy
+51,925
New +$1.76M 0.01% 673

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

AE Wealth Management's SMA Position: Q2 2026 in Review

AE Wealth Management reduced its SmartStop Self Storage REIT (SMA) stake by 4.6% in Q2 2026, selling an estimated $66.9K and leaving 44,108 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #779.

AE Wealth Management first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • AE Wealth Management held 44,108 shares of SmartStop Self Storage REIT worth $1.43M as of Q2 2026.
  • AE Wealth Management sold 2,109 SmartStop Self Storage REIT shares in Q2 2026, an estimated $66.9K.
  • SmartStop Self Storage REIT made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #779 holding.
  • AE Wealth Management first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • AE Wealth Management's SmartStop Self Storage REIT position peaked at $1.61M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.