BCWM
SMA

Bartlett & Co Wealth Management’s SmartStop Self Storage REIT SMA Stock Holding History

Bartlett & Co 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
Q2 		$40.8K Hold
1,249
– – ﹤0.01% 781
2026
Q1 		$38.1K Sell
1,249
-626
-33% -$20.1K ﹤0.01% 729
2025
Q4 		$58.3K Buy
+1,875
New +$63.4K ﹤0.01% 638

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

Bartlett & Co Wealth Management's SMA Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 1,249 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Bartlett & Co Wealth Management first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $58.3K in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,249 shares of SmartStop Self Storage REIT worth $40.8K as of Q2 2026.
  • Bartlett & Co Wealth Management left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #781 holding.
  • Bartlett & Co Wealth Management first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's SmartStop Self Storage REIT position peaked at $58.3K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.