CA
SMA

Continuum Advisory’s SmartStop Self Storage REIT SMA Stock Holding History

Continuum Advisory’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 		$86.3K Buy
+2,655
New +$84.2K 0.01% 668

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

Continuum Advisory's SMA Position: Q2 2026 in Review

Continuum Advisory opened a new position in SmartStop Self Storage REIT (SMA) in Q2 2026: 2,655 shares worth $86.3K. The stake represents 0.01% of the portfolio and ranks #668 among its holdings.

260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Continuum Advisory held 2,655 shares of SmartStop Self Storage REIT worth $86.3K as of Q2 2026.
  • SmartStop Self Storage REIT was a new Continuum Advisory position in Q2 2026.
  • SmartStop Self Storage REIT made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #668 holding.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.