Balboa Wealth Partners
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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
Q3 		$230K Hold
7,128
– – 0.03% 420
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

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Balboa Wealth Partners's SMA Position: Q3 2026 in Review

Balboa Wealth Partners held its SmartStop Self Storage REIT (SMA) position steady in Q3 2026 at 7,128 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #420.

Balboa Wealth Partners first reported a position in SMA in Q4 2025 and has held it in 4 quarters since. The position peaked at $250K in Q1 2026. 184 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Balboa Wealth Partners held 7,128 shares of SmartStop Self Storage REIT worth $230K as of Q3 2026.
  • Balboa Wealth Partners left its SmartStop Self Storage REIT share count unchanged in Q3 2026.
  • SmartStop Self Storage REIT made up 0.03% of Balboa Wealth Partners's portfolio in Q3 2026, its #420 holding.
  • Balboa Wealth Partners first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 4 quarters since.
  • Balboa Wealth Partners's SmartStop Self Storage REIT position peaked at $250K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.