Wells Fargo
SMA

Wells Fargo’s SmartStop Self Storage REIT SMA Stock Holding History

Wells Fargo’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 		$2.39M Buy
73,508
+25,283
+52% +$801K ﹤0.01% 3441
2026
Q1 		$1.46M Sell
48,225
-18,375
-28% -$590K ﹤0.01% 3508
2025
Q4 		$2.06M Buy
66,600
+40,362
+154% +$1.37M ﹤0.01% 3405
2025
Q3 		$988K Buy
26,238
+5,957
+29% +$217K ﹤0.01% 3832
2025
Q2 		$735K Buy
+20,281
New +$715K ﹤0.01% 3887

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

Wells Fargo's SMA Position: Q2 2026 in Review

Wells Fargo increased its SmartStop Self Storage REIT (SMA) stake by 52% in Q2 2026, buying an estimated $801K and bringing the position to 73,508 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3441.

Wells Fargo first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Wells Fargo held 73,508 shares of SmartStop Self Storage REIT worth $2.39M as of Q2 2026.
  • Wells Fargo bought 25,283 SmartStop Self Storage REIT shares in Q2 2026, an estimated $801K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3441 holding.
  • Wells Fargo first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.