IFG
SMA

Independent Financial Group’s SmartStop Self Storage REIT SMA Stock Holding History

Independent Financial Group’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 		$12.2M Buy
374,632
+4,991
+1% +$158K 0.23% 76
2026
Q1 		$11.2M Buy
369,641
+8,055
+2% +$259K 0.25% 70
2025
Q4 		$11.2M Buy
361,586
+148,626
+70% +$5.03M 0.25% 70
2025
Q3 		$8.02M Sell
212,960
-21,734
-9% -$790K 0.19% 98
2025
Q2 		$8.5M Buy
+234,694
New +$8.27M 0.23% 75

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

Independent Financial Group's SMA Position: Q2 2026 in Review

Independent Financial Group increased its SmartStop Self Storage REIT (SMA) stake by 1.4% in Q2 2026, buying an estimated $158K and bringing the position to 374,632 shares worth $12.2M. The position accounts for 0.23% of the portfolio, ranked #76.

Independent Financial Group first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Independent Financial Group held 374,632 shares of SmartStop Self Storage REIT worth $12.2M as of Q2 2026.
  • Independent Financial Group bought 4,991 SmartStop Self Storage REIT shares in Q2 2026, an estimated $158K.
  • SmartStop Self Storage REIT made up 0.23% of Independent Financial Group's portfolio in Q2 2026, its #76 holding.
  • Independent Financial Group first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • 241 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.