Envestnet Asset Management
SMA

Envestnet Asset Management’s SmartStop Self Storage REIT SMA Stock Holding History

Envestnet Asset Management’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 		$3.37M Sell
103,562
-13,038
-11% -$413K ﹤0.01% 2749
2026
Q1 		$3.53M Buy
116,600
+14,326
+14% +$460K ﹤0.01% 2594
2025
Q4 		$3.16M Sell
102,274
-4,025
-4% -$136K ﹤0.01% 2500
2025
Q3 		$4M Buy
106,299
+3,718
+4% +$135K ﹤0.01% 2406
2025
Q2 		$3.72M Buy
+102,581
New +$3.62M ﹤0.01% 2401

Other funds holding SMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management's SMA Position: Q2 2026 in Review

Envestnet Asset Management reduced its SmartStop Self Storage REIT (SMA) stake by 11% in Q2 2026, selling an estimated $413K and leaving 103,562 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2749.

Envestnet Asset Management first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $4M in Q3 2025. 188 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Envestnet Asset Management held 103,562 shares of SmartStop Self Storage REIT worth $3.37M as of Q2 2026.
  • Envestnet Asset Management sold 13,038 SmartStop Self Storage REIT shares in Q2 2026, an estimated $413K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2749 holding.
  • Envestnet Asset Management first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Asset Management's SmartStop Self Storage REIT position peaked at $4M in Q3 2025.
  • 188 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.