LFG
SMA

Larson Financial Group’s SmartStop Self Storage REIT SMA Stock Holding History

Larson Financial Group’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 		$553 Sell
17
-8
-32% -$254 ﹤0.01% 3466
2026
Q1 		$757 Buy
+25
New +$803 ﹤0.01% 3234

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

Larson Financial Group's SMA Position: Q2 2026 in Review

Larson Financial Group reduced its SmartStop Self Storage REIT (SMA) stake by 32% in Q2 2026, selling an estimated $254 and leaving 17 shares worth $553. The position accounts for ﹤0.01% of the portfolio, ranked #3466.

Larson Financial Group first reported a position in SMA in Q1 2026 and has held it in 2 quarters since. The position peaked at $757 in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Larson Financial Group held 17 shares of SmartStop Self Storage REIT worth $553 as of Q2 2026.
  • Larson Financial Group sold 8 SmartStop Self Storage REIT shares in Q2 2026, an estimated $254.
  • SmartStop Self Storage REIT made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3466 holding.
  • Larson Financial Group first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 2 quarters since.
  • Larson Financial Group's SmartStop Self Storage REIT position peaked at $757 in Q1 2026.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.