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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Raymond James Financial's SMA Position: Q1 2026 in Review

Raymond James Financial reduced its SmartStop Self Storage REIT (SMA) stake by 11% in Q1 2026, selling an estimated $342K and leaving 83,515 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #3167.

Raymond James Financial first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.13M in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Raymond James Financial held 83,515 shares of SmartStop Self Storage REIT worth $2.53M as of Q1 2026.
  • Raymond James Financial sold 10,652 SmartStop Self Storage REIT shares in Q1 2026, an estimated $342K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3167 holding.
  • Raymond James Financial first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's SmartStop Self Storage REIT position peaked at $3.13M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.