Keating Financial Advisory Services’s SmartStop Self Storage REIT SMA Stock Holding History

Keating Financial Advisory Services’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	$33	Buy	+1	New	+$32	﹤0.01%	2545

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

Keating Financial Advisory Services's SMA Position: Q2 2026 in Review

Keating Financial Advisory Services opened a new position in SmartStop Self Storage REIT (SMA) in Q2 2026: 1 share worth $33. The stake represents ﹤0.01% of the portfolio and ranks #2545 among its holdings.

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

Keating Financial Advisory Services held 1 share of SmartStop Self Storage REIT worth $33 as of Q2 2026.
SmartStop Self Storage REIT was a new Keating Financial Advisory Services position in Q2 2026.
SmartStop Self Storage REIT made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2545 holding.
260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.