TPCW
SMA

TD Private Client Wealth’s SmartStop Self Storage REIT SMA Stock Holding History

TD Private Client Wealth’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 		$848 Buy
+28
New +$900 ﹤0.01% 1417
2025
Q4 		– Sell
-91
Closed -$3.42K – 1734
2025
Q3 		$3.42K Buy
+91
New +$3.31K ﹤0.01% 1190

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 $5.72T AUM 30.48% 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 $187B AUM 18.48% 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 $2.9T AUM 29.55% 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

TD Private Client Wealth's SMA Position: Q1 2026 in Review

TD Private Client Wealth opened a new position in SmartStop Self Storage REIT (SMA) in Q1 2026: 28 shares worth $848. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in SMA as recently as Q3 2025.

TD Private Client Wealth first reported a position in SMA in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.42K in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • TD Private Client Wealth held 28 shares of SmartStop Self Storage REIT worth $848 as of Q1 2026.
  • SmartStop Self Storage REIT was a new TD Private Client Wealth position in Q1 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1417 holding.
  • TD Private Client Wealth first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 2 quarters since.
  • TD Private Client Wealth's SmartStop Self Storage REIT position peaked at $3.42K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.