RIL
SMA

Rothschild Investment LLC’s SmartStop Self Storage REIT SMA Stock Holding History

Rothschild Investment LLC’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 		$1.3K Buy
40
+13
+48% +$412 ﹤0.01% 2944
2026
Q1 		$818 Buy
27
+20
+286% +$643 ﹤0.01% 2955
2025
Q4 		$217 Sell
7
-3
-30% -$102 ﹤0.01% 3100
2025
Q3 		$376 Sell
10
-15
-60% -$545 ﹤0.01% 2888
2025
Q2 		$906 Buy
+25
New +$881 ﹤0.01% 2525

Other funds holding SMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rothschild Investment LLC's SMA Position: Q2 2026 in Review

Rothschild Investment LLC increased its SmartStop Self Storage REIT (SMA) stake by 48% in Q2 2026, buying an estimated $412 and bringing the position to 40 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

Rothschild Investment LLC first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Rothschild Investment LLC held 40 shares of SmartStop Self Storage REIT worth $1.3K as of Q2 2026.
  • Rothschild Investment LLC bought 13 SmartStop Self Storage REIT shares in Q2 2026, an estimated $412.
  • SmartStop Self Storage REIT made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2944 holding.
  • Rothschild Investment LLC first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.