BWP
SMA

Balboa Wealth Partners’s SmartStop Self Storage REIT SMA Stock Holding History

Balboa Wealth Partners’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 		$232K Sell
7,128
-1,115
-14% -$35.3K 0.03% 405
2026
Q1 		$250K Buy
8,243
+1,497
+22% +$48.1K 0.04% 347
2025
Q4 		$209K Buy
+6,746
New +$228K 0.03% 373

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

Balboa Wealth Partners's SMA Position: Q2 2026 in Review

Balboa Wealth Partners reduced its SmartStop Self Storage REIT (SMA) stake by 14% in Q2 2026, selling an estimated $35.3K and leaving 7,128 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #405.

Balboa Wealth Partners first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $250K in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Balboa Wealth Partners held 7,128 shares of SmartStop Self Storage REIT worth $232K as of Q2 2026.
  • Balboa Wealth Partners sold 1,115 SmartStop Self Storage REIT shares in Q2 2026, an estimated $35.3K.
  • SmartStop Self Storage REIT made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #405 holding.
  • Balboa Wealth Partners first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • Balboa Wealth Partners's SmartStop Self Storage REIT position peaked at $250K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

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