Stifel Financial’s SmartStop Self Storage REIT SMA Stock Holding History

Stifel 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	$3.72M	Buy	114,567 +58,738	+105%	+$1.86M	﹤0.01%	1605
2026 Q1	$1.69M	Buy	55,829 +34,575	+163%	+$1.11M	﹤0.01%	2092
2025 Q4	$658K	Buy	21,254 +2,059	+11%	+$69.7K	﹤0.01%	2704
2025 Q3	$722K	Buy	19,195 +2,490	+15%	+$90.5K	﹤0.01%	2589
2025 Q2	$605K	Buy	+16,705	New	+$589K	﹤0.01%	2656

Other funds holding SMA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Stifel Financial's SMA Position: Q2 2026 in Review

Stifel Financial increased its SmartStop Self Storage REIT (SMA) stake by 105% in Q2 2026, buying an estimated $1.86M and bringing the position to 114,567 shares worth $3.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Stifel Financial first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Stifel Financial held 114,567 shares of SmartStop Self Storage REIT worth $3.72M as of Q2 2026.
Stifel Financial bought 58,738 SmartStop Self Storage REIT shares in Q2 2026, an estimated $1.86M.
SmartStop Self Storage REIT made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1605 holding.
Stifel Financial first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.