CI
SMA

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
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

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

CX Institutional's SMA Position: Q2 2026 in Review

CX Institutional reduced its SmartStop Self Storage REIT (SMA) stake by 13% in Q2 2026, selling an estimated $34.3K and leaving 7,072 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #718.

CX Institutional first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $252K in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • CX Institutional held 7,072 shares of SmartStop Self Storage REIT worth $230K as of Q2 2026.
  • CX Institutional sold 1,081 SmartStop Self Storage REIT shares in Q2 2026, an estimated $34.3K.
  • SmartStop Self Storage REIT made up 0.01% of CX Institutional's portfolio in Q2 2026, its #718 holding.
  • CX Institutional first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • CX Institutional's SmartStop Self Storage REIT position peaked at $252K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.