Commonwealth Equity Services’s SmartStop Self Storage REIT SMA Stock Holding History
Bought
Maintained
Sold
Other funds holding SMA
CIM
Commonwealth Equity Services's SMA Position: Q2 2026 in Review
Commonwealth Equity Services reduced its SmartStop Self Storage REIT (SMA) stake by 15% in Q2 2026, selling an estimated $613K and leaving 110,997 shares worth $3.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1655.
Commonwealth Equity Services first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.2M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.
- Commonwealth Equity Services held 110,997 shares of SmartStop Self Storage REIT worth $3.61M as of Q2 2026.
- Commonwealth Equity Services sold 19,327 SmartStop Self Storage REIT shares in Q2 2026, an estimated $613K.
- SmartStop Self Storage REIT made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1655 holding.
- Commonwealth Equity Services first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
- Commonwealth Equity Services's SmartStop Self Storage REIT position peaked at $4.2M in Q4 2025.
- 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.