Apollon Wealth Management
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Apollon Wealth Management’s SmartStop Self Storage REIT SMA Stock Holding History

Apollon Wealth 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
Q3 		$739K Sell
22,945
-1,528
-6% -$50.9K 0.01% 875
2026
Q2 		$795K Buy
24,473
+2,331
+11% +$73.9K 0.01% 820
2026
Q1 		$670K Hold
22,142
– – 0.01% 744
2025
Q4 		$685K Buy
+22,142
New +$749K 0.01% 716

Other funds holding SMA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Apollon Wealth Management's SMA Position: Q3 2026 in Review

Apollon Wealth Management reduced its SmartStop Self Storage REIT (SMA) stake by 6.2% in Q3 2026, selling an estimated $50.9K and leaving 22,945 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #875.

Apollon Wealth Management first reported a position in SMA in Q4 2025 and has held it in 4 quarters since. The position peaked at $795K in Q2 2026. 211 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Apollon Wealth Management held 22,945 shares of SmartStop Self Storage REIT worth $739K as of Q3 2026.
  • Apollon Wealth Management sold 1,528 SmartStop Self Storage REIT shares in Q3 2026, an estimated $50.9K.
  • SmartStop Self Storage REIT made up 0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #875 holding.
  • Apollon Wealth Management first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 4 quarters since.
  • Apollon Wealth Management's SmartStop Self Storage REIT position peaked at $795K in Q2 2026.
  • 211 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.