PI
SMA

PFG Investments’s SmartStop Self Storage REIT SMA Stock Holding History

PFG Investments’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 		$1.77M Sell
54,375
-672
-1% -$21.3K 0.07% 238
2026
Q1 		$1.67M Sell
55,047
-2,884
-5% -$92.7K 0.08% 232
2025
Q4 		$1.79M Buy
+57,931
New +$1.96M 0.08% 206

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

PFG Investments's SMA Position: Q2 2026 in Review

PFG Investments reduced its SmartStop Self Storage REIT (SMA) stake by 1.2% in Q2 2026, selling an estimated $21.3K and leaving 54,375 shares worth $1.77M. The position accounts for 0.07% of the portfolio, ranked #238.

PFG Investments first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • PFG Investments held 54,375 shares of SmartStop Self Storage REIT worth $1.77M as of Q2 2026.
  • PFG Investments sold 672 SmartStop Self Storage REIT shares in Q2 2026, an estimated $21.3K.
  • SmartStop Self Storage REIT made up 0.07% of PFG Investments's portfolio in Q2 2026, its #238 holding.
  • PFG Investments first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • PFG Investments's SmartStop Self Storage REIT position peaked at $1.79M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.