Creative Planning
SMA

Creative Planning’s SmartStop Self Storage REIT SMA Stock Holding History

Creative Planning’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 		$517K Buy
15,911
+5,369
+51% +$170K ﹤0.01% 3153
2026
Q1 		$319K Sell
10,542
-1,399
-12% -$45K ﹤0.01% 3379
2025
Q4 		$369K Buy
+11,941
New +$404K ﹤0.01% 3095

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

Creative Planning's SMA Position: Q2 2026 in Review

Creative Planning increased its SmartStop Self Storage REIT (SMA) stake by 51% in Q2 2026, buying an estimated $170K and bringing the position to 15,911 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #3153.

Creative Planning first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Creative Planning held 15,911 shares of SmartStop Self Storage REIT worth $517K as of Q2 2026.
  • Creative Planning bought 5,369 SmartStop Self Storage REIT shares in Q2 2026, an estimated $170K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3153 holding.
  • Creative Planning first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.