CMI
SMA

Clare Market Investments’s SmartStop Self Storage REIT SMA Stock Holding History

Clare Market Investments’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 		$479K Buy
14,744
+185
+1% +$5.87K 0.09% 125
2026
Q1 		$441K Buy
+14,559
New +$468K 0.09% 125

Other funds holding SMA

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

Clare Market Investments's SMA Position: Q2 2026 in Review

Clare Market Investments increased its SmartStop Self Storage REIT (SMA) stake by 1.3% in Q2 2026, buying an estimated $5.87K and bringing the position to 14,744 shares worth $479K. The position accounts for 0.09% of the portfolio, ranked #125.

Clare Market Investments first reported a position in SMA in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Clare Market Investments held 14,744 shares of SmartStop Self Storage REIT worth $479K as of Q2 2026.
  • Clare Market Investments bought 185 SmartStop Self Storage REIT shares in Q2 2026, an estimated $5.87K.
  • SmartStop Self Storage REIT made up 0.09% of Clare Market Investments's portfolio in Q2 2026, its #125 holding.
  • Clare Market Investments first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.