BWA
SMA

BlueChip Wealth Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

BlueChip Wealth Advisors’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 		$249K Sell
7,666
-1,365
-15% -$43.3K 0.09% 151
2026
Q1 		$273K Buy
+9,031
New +$290K 0.12% 127

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

BlueChip Wealth Advisors's SMA Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its SmartStop Self Storage REIT (SMA) stake by 15% in Q2 2026, selling an estimated $43.3K and leaving 7,666 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #151.

BlueChip Wealth Advisors first reported a position in SMA in Q1 2026 and has held it in 2 quarters since. The position peaked at $273K in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • BlueChip Wealth Advisors held 7,666 shares of SmartStop Self Storage REIT worth $249K as of Q2 2026.
  • BlueChip Wealth Advisors sold 1,365 SmartStop Self Storage REIT shares in Q2 2026, an estimated $43.3K.
  • SmartStop Self Storage REIT made up 0.09% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • BlueChip Wealth Advisors first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 2 quarters since.
  • BlueChip Wealth Advisors's SmartStop Self Storage REIT position peaked at $273K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.