Advisory Services Network’s SmartStop Self Storage REIT SMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.87M Buy
57,637
+8,972
+18% +$284K 0.02% 731
2026
Q1
$1.47M Sell
48,665
-1,199
-2% -$38.5K 0.02% 764
2025
Q4
$1.54M Buy
+49,864
New +$1.69M 0.02% 714

Other funds holding SMA

Advisory Services Network's SMA Position: Q2 2026 in Review

Advisory Services Network increased its SmartStop Self Storage REIT (SMA) stake by 18% in Q2 2026, buying an estimated $284K and bringing the position to 57,637 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #731.

Advisory Services Network 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.

  • Advisory Services Network held 57,637 shares of SmartStop Self Storage REIT worth $1.87M as of Q2 2026.
  • Advisory Services Network bought 8,972 SmartStop Self Storage REIT shares in Q2 2026, an estimated $284K.
  • SmartStop Self Storage REIT made up 0.02% of Advisory Services Network's portfolio in Q2 2026, its #731 holding.
  • Advisory Services Network 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 Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.