IAIM
SMA

International Assets Investment Management’s SmartStop Self Storage REIT SMA Stock Holding History

International Assets Investment Management’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 		$599 Sell
18
-287
-94% -$9.1K ﹤0.01% 2257
2026
Q1 		$9.28K Sell
305
-1,875
-86% -$60.3K ﹤0.01% 1703
2025
Q4 		$67.4K Buy
+2,180
New +$73.8K ﹤0.01% 1125

Other funds holding SMA

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

International Assets Investment Management's SMA Position: Q2 2026 in Review

International Assets Investment Management reduced its SmartStop Self Storage REIT (SMA) stake by 94% in Q2 2026, selling an estimated $9.1K and leaving 18 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

International Assets Investment Management first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $67.4K in Q4 2025. 57 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • International Assets Investment Management held 18 shares of SmartStop Self Storage REIT worth $599 as of Q2 2026.
  • International Assets Investment Management sold 287 SmartStop Self Storage REIT shares in Q2 2026, an estimated $9.1K.
  • SmartStop Self Storage REIT made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2257 holding.
  • International Assets Investment Management first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • International Assets Investment Management's SmartStop Self Storage REIT position peaked at $67.4K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.