UFPG
SMA

United Financial Planning Group’s SmartStop Self Storage REIT SMA Stock Holding History

United Financial Planning Group’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 		$43.5K Hold
1,337
– – 0.02% 106
2026
Q1 		$40.5K Hold
1,337
– – 0.02% 92
2025
Q4 		$41.4K Buy
+1,337
New +$45.2K 0.03% 101

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

United Financial Planning Group's SMA Position: Q2 2026 in Review

United Financial Planning Group held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 1,337 shares worth $43.5K. The position accounts for 0.02% of the portfolio, ranked #106.

United Financial Planning Group first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • United Financial Planning Group held 1,337 shares of SmartStop Self Storage REIT worth $43.5K as of Q2 2026.
  • United Financial Planning Group left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
  • SmartStop Self Storage REIT made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #106 holding.
  • United Financial Planning Group first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.