KF
SMA

Krilogy Financial’s SmartStop Self Storage REIT SMA Stock Holding History

Krilogy Financial’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 		$703K Buy
21,627
+442
+2% +$14K 0.02% 511
2026
Q1 		$683K Sell
21,185
-71
-0.3% -$2.28K 0.02% 481
2025
Q4 		$672K Sell
21,256
-347
-2% -$11.7K 0.02% 454
2025
Q3 		$745K Buy
+21,603
New +$785K 0.03% 405

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

Krilogy Financial's SMA Position: Q2 2026 in Review

Krilogy Financial increased its SmartStop Self Storage REIT (SMA) stake by 2.1% in Q2 2026, buying an estimated $14K and bringing the position to 21,627 shares worth $703K. The position accounts for 0.02% of the portfolio, ranked #511.

Krilogy Financial first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. The position peaked at $745K in Q3 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Krilogy Financial held 21,627 shares of SmartStop Self Storage REIT worth $703K as of Q2 2026.
  • Krilogy Financial bought 442 SmartStop Self Storage REIT shares in Q2 2026, an estimated $14K.
  • SmartStop Self Storage REIT made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #511 holding.
  • Krilogy Financial first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's SmartStop Self Storage REIT position peaked at $745K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.