CIBC Private Wealth Group
SMA

CIBC Private Wealth Group’s SmartStop Self Storage REIT SMA Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$31.5K Buy
+1,017
New +$34.4K ﹤0.01% 1980
2025
Q3 		– Sell
-760
Closed -$27.5K – 3345
2025
Q2 		$27.5K Buy
+760
New +$26.8K ﹤0.01% 1899

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

CIBC Private Wealth Group's SMA Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in SmartStop Self Storage REIT (SMA) in Q4 2025: 1,017 shares worth $31.5K. The stake represents ﹤0.01% of the portfolio and ranks #1980 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in SMA as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in SMA in Q2 2025 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold SMA as of Q4 2025.

  • CIBC Private Wealth Group held 1,017 shares of SmartStop Self Storage REIT worth $31.5K as of Q4 2025.
  • SmartStop Self Storage REIT was a new CIBC Private Wealth Group position in Q4 2025.
  • SmartStop Self Storage REIT made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1980 holding.
  • CIBC Private Wealth Group first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.