Bare Financial Services’s SmartStop Self Storage REIT SMA Stock Holding History

Bare Financial Services’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	$902	Buy	+28	New	+$932	﹤0.01%	1510

Other funds holding SMA

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Bare Financial Services's SMA Position: Q3 2026 in Review

Bare Financial Services opened a new position in SmartStop Self Storage REIT (SMA) in Q3 2026: 28 shares worth $902. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings.

112 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

Bare Financial Services held 28 shares of SmartStop Self Storage REIT worth $902 as of Q3 2026.
SmartStop Self Storage REIT was a new Bare Financial Services position in Q3 2026.
SmartStop Self Storage REIT made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1510 holding.
112 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.