BWL
SMA

Bogart Wealth LLC’s SmartStop Self Storage REIT SMA Stock Holding History

Bogart Wealth LLC’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 		– Sell
-1,600
Closed -$48.4K – 2105
2026
Q1 		$48.4K Hold
1,600
– – ﹤0.01% 498
2025
Q4 		$49.5K Buy
+1,600
New +$54.1K ﹤0.01% 474

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

Bogart Wealth LLC's SMA Position: Q2 2026 in Review

Bogart Wealth LLC sold out of SmartStop Self Storage REIT (SMA) in Q2 2026, closing a stake of 1,600 shares — an estimated $48.4K sold.

Bogart Wealth LLC first reported a position in SMA in Q4 2025 and held it in 2 quarters. The position peaked at $49.5K in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Bogart Wealth LLC reported no remaining SmartStop Self Storage REIT position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 1,600 SmartStop Self Storage REIT shares in Q2 2026, an estimated $48.4K.
  • Bogart Wealth LLC first reported a position in SmartStop Self Storage REIT in Q4 2025 and held it in 2 quarters.
  • Bogart Wealth LLC's SmartStop Self Storage REIT position peaked at $49.5K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.