TD Capital Management
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TD Capital Management’s SmartStop Self Storage REIT SMA Stock Holding History

TD Capital Management’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
Q3 		$9.08K Buy
282
+3
+1% +$100 ﹤0.01% 468
2026
Q2 		$9.05K Buy
279
+4
+1% +$127 ﹤0.01% 468
2026
Q1 		$8.33K Buy
+275
New +$8.84K ﹤0.01% 496

Other funds holding SMA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

TD Capital Management's SMA Position: Q3 2026 in Review

TD Capital Management increased its SmartStop Self Storage REIT (SMA) stake by 1.1% in Q3 2026, buying an estimated $100 and bringing the position to 282 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

TD Capital Management first reported a position in SMA in Q1 2026 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • TD Capital Management held 282 shares of SmartStop Self Storage REIT worth $9.08K as of Q3 2026.
  • TD Capital Management bought 3 SmartStop Self Storage REIT shares in Q3 2026, an estimated $100.
  • SmartStop Self Storage REIT made up ﹤0.01% of TD Capital Management's portfolio in Q3 2026, its #468 holding.
  • TD Capital Management first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on TD Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.