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
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

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

Cambridge Investment Research Advisors's SMA Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its SmartStop Self Storage REIT (SMA) stake by 1.7% in Q1 2026, buying an estimated $73.7K and bringing the position to 133,417 shares worth $4.04M. The position accounts for 0.01% of the portfolio, ranked #1093.

Cambridge Investment Research Advisors first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.06M in Q4 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Cambridge Investment Research Advisors held 133,417 shares of SmartStop Self Storage REIT worth $4.04M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 2,294 SmartStop Self Storage REIT shares in Q1 2026, an estimated $73.7K.
  • SmartStop Self Storage REIT made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1093 holding.
  • Cambridge Investment Research Advisors first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
  • Cambridge Investment Research Advisors's SmartStop Self Storage REIT position peaked at $4.06M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.