TCM
SMA

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

Triumph 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
Q2 		$147K Hold
4,530
– – 0.03% 415
2026
Q1 		$138K Sell
4,530
-955
-17% -$30.7K 0.03% 400
2025
Q4 		$170K Buy
+5,485
New +$186K 0.04% 332

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

Triumph Capital Management's SMA Position: Q2 2026 in Review

Triumph Capital Management held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 4,530 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #415.

Triumph Capital Management first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $170K in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Triumph Capital Management held 4,530 shares of SmartStop Self Storage REIT worth $147K as of Q2 2026.
  • Triumph Capital Management left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
  • SmartStop Self Storage REIT made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #415 holding.
  • Triumph Capital Management first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's SmartStop Self Storage REIT position peaked at $170K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.