JWCA
SMA

J.W. Cole Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

J.W. Cole Advisors’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 		$501K Sell
15,422
-17,417
-53% -$552K 0.01% 1004
2026
Q1 		$994K Sell
32,839
-10
-0% -$321 0.03% 373
2025
Q4 		$522K Buy
+32,849
New +$1.11M 0.01% 883

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

J.W. Cole Advisors's SMA Position: Q2 2026 in Review

J.W. Cole Advisors reduced its SmartStop Self Storage REIT (SMA) stake by 53% in Q2 2026, selling an estimated $552K and leaving 15,422 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #1004.

J.W. Cole Advisors first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $994K in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • J.W. Cole Advisors held 15,422 shares of SmartStop Self Storage REIT worth $501K as of Q2 2026.
  • J.W. Cole Advisors sold 17,417 SmartStop Self Storage REIT shares in Q2 2026, an estimated $552K.
  • SmartStop Self Storage REIT made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1004 holding.
  • J.W. Cole Advisors first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • J.W. Cole Advisors's SmartStop Self Storage REIT position peaked at $994K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.