Cetera Investment Advisers
SMA

Cetera Investment Advisers’s SmartStop Self Storage REIT SMA Stock Holding History

Cetera Investment Advisers’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 		$9.87M Sell
303,577
-12,603
-4% -$400K 0.01% 1163
2026
Q1 		$9.57M Sell
316,180
-130,935
-29% -$4.21M 0.01% 1087
2025
Q4 		$13.8M Buy
447,115
+299,923
+204% +$10.1M 0.02% 847
2025
Q3 		$5.54M Buy
147,192
+9,585
+7% +$349K 0.01% 1341
2025
Q2 		$4.99M Buy
+137,607
New +$4.85M 0.01% 1190

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

Cetera Investment Advisers's SMA Position: Q2 2026 in Review

Cetera Investment Advisers reduced its SmartStop Self Storage REIT (SMA) stake by 4% in Q2 2026, selling an estimated $400K and leaving 303,577 shares worth $9.87M. The position accounts for 0.01% of the portfolio, ranked #1163.

Cetera Investment Advisers first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.8M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Cetera Investment Advisers held 303,577 shares of SmartStop Self Storage REIT worth $9.87M as of Q2 2026.
  • Cetera Investment Advisers sold 12,603 SmartStop Self Storage REIT shares in Q2 2026, an estimated $400K.
  • SmartStop Self Storage REIT made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1163 holding.
  • Cetera Investment Advisers first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Cetera Investment Advisers's SmartStop Self Storage REIT position peaked at $13.8M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.