IW
SMA

Integrated Wealthcare’s SmartStop Self Storage REIT SMA Stock Holding History

Integrated Wealthcare’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 		$326K Sell
10,039
-455
-4% -$14.4K 0.24% 26
2026
Q1 		$318K Hold
10,494
– – 0.27% 26
2025
Q4 		$325K Buy
+10,494
New +$355K 0.27% 26

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

Integrated Wealthcare's SMA Position: Q2 2026 in Review

Integrated Wealthcare reduced its SmartStop Self Storage REIT (SMA) stake by 4.3% in Q2 2026, selling an estimated $14.4K and leaving 10,039 shares worth $326K. The position accounts for 0.24% of the portfolio, ranked #26.

Integrated Wealthcare first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Integrated Wealthcare held 10,039 shares of SmartStop Self Storage REIT worth $326K as of Q2 2026.
  • Integrated Wealthcare sold 455 SmartStop Self Storage REIT shares in Q2 2026, an estimated $14.4K.
  • SmartStop Self Storage REIT made up 0.24% of Integrated Wealthcare's portfolio in Q2 2026, its #26 holding.
  • Integrated Wealthcare first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Integrated Wealthcare's 13F filing for Q2 2026, filed 24 Jul 2026.