Cambridge Investment Research Advisors
SMA

Cambridge Investment Research Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

Cambridge Investment Research 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 		$3.84M Sell
118,075
-15,342
-11% -$486K 0.01% 1194
2026
Q1 		$4.04M Buy
133,417
+2,294
+2% +$73.7K 0.01% 1093
2025
Q4 		$4.06M Buy
131,123
+124,474
+1,872% +$4.21M 0.01% 1041
2025
Q3 		$250K Sell
6,649
-2,751
-29% -$100K ﹤0.01% 3291
2025
Q2 		$341K Buy
+9,400
New +$331K ﹤0.01% 2872

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

Cambridge Investment Research Advisors's SMA Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its SmartStop Self Storage REIT (SMA) stake by 11% in Q2 2026, selling an estimated $486K and leaving 118,075 shares worth $3.84M. The position accounts for 0.01% of the portfolio, ranked #1194.

Cambridge Investment Research Advisors first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.06M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Cambridge Investment Research Advisors held 118,075 shares of SmartStop Self Storage REIT worth $3.84M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 15,342 SmartStop Self Storage REIT shares in Q2 2026, an estimated $486K.
  • SmartStop Self Storage REIT made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1194 holding.
  • Cambridge Investment Research Advisors first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Cambridge Investment Research Advisors's SmartStop Self Storage REIT position peaked at $4.06M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.