AF
SMA

Allworth Financial’s SmartStop Self Storage REIT SMA Stock Holding History

Allworth Financial’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
Q1 		$33.6K Sell
1,108
-376
-25% -$12.1K ﹤0.01% 2621
2025
Q4 		$45.9K Buy
1,484
+1,462
+6,645% +$49.5K ﹤0.01% 2256
2025
Q3 		$829 Buy
+22
New +$800 ﹤0.01% 4308

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Allworth Financial's SMA Position: Q1 2026 in Review

Allworth Financial reduced its SmartStop Self Storage REIT (SMA) stake by 25% in Q1 2026, selling an estimated $12.1K and leaving 1,108 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

Allworth Financial first reported a position in SMA in Q3 2025 and has held it in 3 quarters since. The position peaked at $45.9K in Q4 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Allworth Financial held 1,108 shares of SmartStop Self Storage REIT worth $33.6K as of Q1 2026.
  • Allworth Financial sold 376 SmartStop Self Storage REIT shares in Q1 2026, an estimated $12.1K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2621 holding.
  • Allworth Financial first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 3 quarters since.
  • Allworth Financial's SmartStop Self Storage REIT position peaked at $45.9K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.