PCIA
SMA

Prime Capital Investment Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

Prime Capital Investment Advisors’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 		$3.98M Sell
122,372
-23,691
-16% -$751K 0.04% 266
2026
Q1 		$4.42M Buy
146,063
+1,751
+1% +$56.3K 0.05% 237
2025
Q4 		$4.47M Buy
+144,312
New +$4.88M 0.05% 220

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

Prime Capital Investment Advisors's SMA Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its SmartStop Self Storage REIT (SMA) stake by 16% in Q2 2026, selling an estimated $751K and leaving 122,372 shares worth $3.98M. The position accounts for 0.04% of the portfolio, ranked #266.

Prime Capital Investment Advisors first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.47M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Prime Capital Investment Advisors held 122,372 shares of SmartStop Self Storage REIT worth $3.98M as of Q2 2026.
  • Prime Capital Investment Advisors sold 23,691 SmartStop Self Storage REIT shares in Q2 2026, an estimated $751K.
  • SmartStop Self Storage REIT made up 0.04% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #266 holding.
  • Prime Capital Investment Advisors first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • Prime Capital Investment Advisors's SmartStop Self Storage REIT position peaked at $4.47M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.