Seven Hills Financial, LLC’s SmartStop Self Storage REIT SMA Stock Holding History

Seven Hills Financial, LLC’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 Q3	$723K	Buy	+22,457	New	+$748K	0.44%	37

Other funds holding SMA

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Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Seven Hills Financial, LLC's SMA Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in SmartStop Self Storage REIT (SMA) in Q3 2026: 22,457 shares worth $723K. The stake represents 0.44% of the portfolio and ranks #37 among its holdings.

14 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

Seven Hills Financial, LLC held 22,457 shares of SmartStop Self Storage REIT worth $723K as of Q3 2026.
SmartStop Self Storage REIT was a new Seven Hills Financial, LLC position in Q3 2026.
SmartStop Self Storage REIT made up 0.44% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #37 holding.
14 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.