Raymond James Financial
SMA

Raymond James Financial’s SmartStop Self Storage REIT SMA Stock Holding History

Raymond James 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 		$4.4M Buy
135,326
+51,811
+62% +$1.64M ﹤0.01% 2840
2026
Q1 		$2.53M Sell
83,515
-10,652
-11% -$342K ﹤0.01% 3167
2025
Q4 		$2.91M Buy
94,167
+10,957
+13% +$371K ﹤0.01% 2954
2025
Q3 		$3.13M Buy
83,210
+82,236
+8,443% +$2.99M ﹤0.01% 2819
2025
Q2 		$35.3K Buy
+974
New +$34.3K ﹤0.01% 5323

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 $3.38T AUM 44.17% 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

Raymond James Financial's SMA Position: Q2 2026 in Review

Raymond James Financial increased its SmartStop Self Storage REIT (SMA) stake by 62% in Q2 2026, buying an estimated $1.64M and bringing the position to 135,326 shares worth $4.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2840.

Raymond James Financial first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Raymond James Financial held 135,326 shares of SmartStop Self Storage REIT worth $4.4M as of Q2 2026.
  • Raymond James Financial bought 51,811 SmartStop Self Storage REIT shares in Q2 2026, an estimated $1.64M.
  • SmartStop Self Storage REIT made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2840 holding.
  • Raymond James Financial first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • 261 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.