HFS
SMA

Hughes Financial Services’s SmartStop Self Storage REIT SMA Stock Holding History

Hughes Financial Services’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 		– Sell
-1
Closed -$30 – 1953
2026
Q1 		$30 Buy
+1
New +$32 ﹤0.01% 1551

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
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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

Hughes Financial Services's SMA Position: Q2 2026 in Review

Hughes Financial Services sold out of SmartStop Self Storage REIT (SMA) in Q2 2026, closing a stake of 1 share — an estimated $30 sold.

Hughes Financial Services first reported a position in SMA in Q1 2026 and held it in 1 quarter. The position peaked at $30 in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Hughes Financial Services reported no remaining SmartStop Self Storage REIT position as of Q2 2026 after selling out during the quarter.
  • Hughes Financial Services sold 1 SmartStop Self Storage REIT share in Q2 2026, an estimated $30.
  • Hughes Financial Services first reported a position in SmartStop Self Storage REIT in Q1 2026 and held it in 1 quarter.
  • Hughes Financial Services's SmartStop Self Storage REIT position peaked at $30 in Q1 2026.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.