LPL Financial
SMA

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

LPL 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 		$12.7M Buy
389,780
+99,444
+34% +$3.15M ﹤0.01% 1928
2026
Q1 		$8.79M Buy
290,336
+28,844
+11% +$927K ﹤0.01% 2101
2025
Q4 		$8.09M Buy
261,492
+240,008
+1,117% +$8.12M ﹤0.01% 2107
2025
Q3 		$809K Sell
21,484
-90
-0.4% -$3.27K ﹤0.01% 4206
2025
Q2 		$782K Buy
+21,574
New +$761K ﹤0.01% 3973

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

LPL Financial's SMA Position: Q2 2026 in Review

LPL Financial increased its SmartStop Self Storage REIT (SMA) stake by 34% in Q2 2026, buying an estimated $3.15M and bringing the position to 389,780 shares worth $12.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

LPL Financial first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • LPL Financial held 389,780 shares of SmartStop Self Storage REIT worth $12.7M as of Q2 2026.
  • LPL Financial bought 99,444 SmartStop Self Storage REIT shares in Q2 2026, an estimated $3.15M.
  • SmartStop Self Storage REIT made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1928 holding.
  • LPL Financial first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.