HI
SMA

Harbour Investments’s SmartStop Self Storage REIT SMA Stock Holding History

Harbour Investments’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 		$29.5K Hold
907
– – ﹤0.01% 2711
2026
Q1 		$27.5K Buy
+907
New +$29.1K ﹤0.01% 2689

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

Harbour Investments's SMA Position: Q2 2026 in Review

Harbour Investments held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 907 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Harbour Investments first reported a position in SMA in Q1 2026 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Harbour Investments held 907 shares of SmartStop Self Storage REIT worth $29.5K as of Q2 2026.
  • Harbour Investments left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2711 holding.
  • Harbour Investments first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.