CF
SMA

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

Centaurus 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
Q2 		$3.95M Sell
121,645
-30,370
-20% -$963K 0.15% 148
2026
Q1 		$4.6M Sell
152,015
-15,193
-9% -$488K 0.22% 104
2025
Q4 		$5.17M Buy
167,208
+163,388
+4,277% +$5.53M 0.24% 94
2025
Q3 		$144K Buy
+3,820
New +$139K 0.01% 913

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

Centaurus Financial's SMA Position: Q2 2026 in Review

Centaurus Financial reduced its SmartStop Self Storage REIT (SMA) stake by 20% in Q2 2026, selling an estimated $963K and leaving 121,645 shares worth $3.95M. The position accounts for 0.15% of the portfolio, ranked #148.

Centaurus Financial first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.17M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Centaurus Financial held 121,645 shares of SmartStop Self Storage REIT worth $3.95M as of Q2 2026.
  • Centaurus Financial sold 30,370 SmartStop Self Storage REIT shares in Q2 2026, an estimated $963K.
  • SmartStop Self Storage REIT made up 0.15% of Centaurus Financial's portfolio in Q2 2026, its #148 holding.
  • Centaurus Financial first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • Centaurus Financial's SmartStop Self Storage REIT position peaked at $5.17M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.