MFG
SMA

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

Merit 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 		$3.8M Sell
116,966
-6,080
-5% -$193K 0.02% 509
2026
Q1 		$3.73M Buy
123,046
+8,054
+7% +$259K 0.03% 481
2025
Q4 		$3.56M Buy
+114,992
New +$3.89M 0.03% 451

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

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

Merit Financial Group reduced its SmartStop Self Storage REIT (SMA) stake by 4.9% in Q2 2026, selling an estimated $193K and leaving 116,966 shares worth $3.8M. The position accounts for 0.02% of the portfolio, ranked #509.

Merit Financial Group first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Merit Financial Group held 116,966 shares of SmartStop Self Storage REIT worth $3.8M as of Q2 2026.
  • Merit Financial Group sold 6,080 SmartStop Self Storage REIT shares in Q2 2026, an estimated $193K.
  • SmartStop Self Storage REIT made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #509 holding.
  • Merit Financial Group first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.