TRCT
SMA

Tower Research Capital (TRC)’s SmartStop Self Storage REIT SMA Stock Holding History

Tower Research Capital (TRC)’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 		$93.8K Buy
2,886
+590
+26% +$18.7K ﹤0.01% 2232
2026
Q1 		$69.5K Buy
2,296
+266
+13% +$8.55K ﹤0.01% 2470
2025
Q4 		$62.8K Sell
2,030
-404
-17% -$13.7K ﹤0.01% 2262
2025
Q3 		$91.6K Sell
2,434
-267
-10% -$9.71K ﹤0.01% 2062
2025
Q2 		$97.9K Buy
+2,701
New +$95.2K ﹤0.01% 2396

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 $3.37T AUM 44.26% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Tower Research Capital (TRC)'s SMA Position: Q2 2026 in Review

Tower Research Capital (TRC) increased its SmartStop Self Storage REIT (SMA) stake by 26% in Q2 2026, buying an estimated $18.7K and bringing the position to 2,886 shares worth $93.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

Tower Research Capital (TRC) first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $97.9K in Q2 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Tower Research Capital (TRC) held 2,886 shares of SmartStop Self Storage REIT worth $93.8K as of Q2 2026.
  • Tower Research Capital (TRC) bought 590 SmartStop Self Storage REIT shares in Q2 2026, an estimated $18.7K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #2232 holding.
  • Tower Research Capital (TRC) first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Tower Research Capital (TRC)'s SmartStop Self Storage REIT position peaked at $97.9K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.