BCMIO
SMA

Beacon Capital Management Inc (Ohio)’s SmartStop Self Storage REIT SMA Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q1 		– Sell
-832
Closed -$25.7K – 160
2025
Q4 		$25.7K Buy
+832
New +$28.2K ﹤0.01% 75

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Principal Financial Group
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Prudential Financial
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Vanguard Capital Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SMA Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of SmartStop Self Storage REIT (SMA) in Q1 2026, closing a stake of 832 shares — an estimated $25.7K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SMA in Q4 2025 and held it in 1 quarter. The position peaked at $25.7K in Q4 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Beacon Capital Management Inc (Ohio) reported no remaining SmartStop Self Storage REIT position as of Q1 2026 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 832 SmartStop Self Storage REIT shares in Q1 2026, an estimated $25.7K.
  • Beacon Capital Management Inc (Ohio) first reported a position in SmartStop Self Storage REIT in Q4 2025 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s SmartStop Self Storage REIT position peaked at $25.7K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.