CX Institutional
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CX Institutional’s SmartStop Self Storage REIT SMA Stock Holding History

CX Institutional’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
Q3 		$197K Sell
6,122
-950
-13% -$31.6K 0.01% 748
2026
Q2 		$230K Sell
7,072
-1,081
-13% -$34.3K 0.01% 718
2026
Q1 		$247K Hold
8,153
– – 0.01% 666
2025
Q4 		$252K Buy
+8,153
New +$276K 0.01% 635

Other funds holding SMA

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Seven Hills Financial, LLC
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Freedom Day Solutions
Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

CX Institutional's SMA Position: Q3 2026 in Review

CX Institutional reduced its SmartStop Self Storage REIT (SMA) stake by 13% in Q3 2026, selling an estimated $31.6K and leaving 6,122 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #748.

CX Institutional first reported a position in SMA in Q4 2025 and has held it in 4 quarters since. The position peaked at $252K in Q4 2025. 32 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • CX Institutional held 6,122 shares of SmartStop Self Storage REIT worth $197K as of Q3 2026.
  • CX Institutional sold 950 SmartStop Self Storage REIT shares in Q3 2026, an estimated $31.6K.
  • SmartStop Self Storage REIT made up 0.01% of CX Institutional's portfolio in Q3 2026, its #748 holding.
  • CX Institutional first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 4 quarters since.
  • CX Institutional's SmartStop Self Storage REIT position peaked at $252K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.