AGWCA
SMA

Annis Gardner Whiting Capital Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-346
Closed -$10.5K – 1328
2026
Q1 		$10.5K Hold
346
– – ﹤0.01% 855
2025
Q4 		$10.8K Buy
+346
New +$11.7K ﹤0.01% 767

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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

Annis Gardner Whiting Capital Advisors's SMA Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of SmartStop Self Storage REIT (SMA) in Q2 2026, closing a stake of 346 shares — an estimated $10.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SMA in Q4 2025 and held it in 2 quarters. The position peaked at $10.8K in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining SmartStop Self Storage REIT position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 346 SmartStop Self Storage REIT shares in Q2 2026, an estimated $10.5K.
  • Annis Gardner Whiting Capital Advisors first reported a position in SmartStop Self Storage REIT in Q4 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's SmartStop Self Storage REIT position peaked at $10.8K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.