TD Private Client Wealth
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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
Q2 		$910 Hold
28
– – ﹤0.01% 1486
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

TD Private Client Wealth's SMA Position: Q2 2026 in Review

TD Private Client Wealth held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 28 shares worth $910. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

TD Private Client Wealth first reported a position in SMA in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.42K in Q3 2025. 261 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • TD Private Client Wealth held 28 shares of SmartStop Self Storage REIT worth $910 as of Q2 2026.
  • TD Private Client Wealth left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1486 holding.
  • TD Private Client Wealth first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 3 quarters since.
  • TD Private Client Wealth's SmartStop Self Storage REIT position peaked at $3.42K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.