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

Napier 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	$6.3K	Hold	194	–	–	﹤0.01%	363
2026 Q1	$5.87K	Buy	+194	New	+$6.23K	﹤0.01%	359

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

Napier Financial's SMA Position: Q2 2026 in Review

Napier Financial held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 194 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Napier Financial first reported a position in SMA in Q1 2026 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Napier Financial held 194 shares of SmartStop Self Storage REIT worth $6.3K as of Q2 2026.
Napier Financial left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
SmartStop Self Storage REIT made up ﹤0.01% of Napier Financial's portfolio in Q2 2026, its #363 holding.
Napier Financial first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 2 quarters since.
260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.