Arax Advisory Partners’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
$83.8K Buy
2,579
+1,704
+195% +$54K ﹤0.01% 2861
2026
Q1
$26.5K Sell
875
-564
-39% -$18.1K ﹤0.01% 1969
2025
Q4
$44.5K Buy
1,439
+640
+80% +$21.7K ﹤0.01% 1670
2025
Q3
$30.1K Buy
+799
New +$29.1K ﹤0.01% 2082

Other funds holding SMA

Arax Advisory Partners's SMA Position: Q2 2026 in Review

Arax Advisory Partners increased its SmartStop Self Storage REIT (SMA) stake by 195% in Q2 2026, buying an estimated $54K and bringing the position to 2,579 shares worth $83.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2861.

Arax Advisory Partners first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Arax Advisory Partners held 2,579 shares of SmartStop Self Storage REIT worth $83.8K as of Q2 2026.
  • Arax Advisory Partners bought 1,704 SmartStop Self Storage REIT shares in Q2 2026, an estimated $54K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2861 holding.
  • Arax Advisory Partners first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.