Integrated Wealth Concepts’s SmartStop Self Storage REIT SMA Stock Holding History

Integrated Wealth Concepts’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	$82.5K	Buy	+2,537	New	+$80.4K	﹤0.01%	2968

Other funds holding SMA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Integrated Wealth Concepts's SMA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in SmartStop Self Storage REIT (SMA) in Q2 2026: 2,537 shares worth $82.5K. The stake represents ﹤0.01% of the portfolio and ranks #2968 among its holdings.

260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Integrated Wealth Concepts held 2,537 shares of SmartStop Self Storage REIT worth $82.5K as of Q2 2026.
SmartStop Self Storage REIT was a new Integrated Wealth Concepts position in Q2 2026.
SmartStop Self Storage REIT made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2968 holding.
260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.