BFS
SMA

BridgePort Financial Solutions’s SmartStop Self Storage REIT SMA Stock Holding History

BridgePort Financial Solutions’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 		$297K Sell
9,140
-703
-7% -$22.3K 0.08% 180
2026
Q1 		$298K Sell
9,843
-147
-1% -$4.72K 0.08% 177
2025
Q4 		$309K Buy
+9,990
New +$338K 0.08% 181

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

BridgePort Financial Solutions's SMA Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its SmartStop Self Storage REIT (SMA) stake by 7.1% in Q2 2026, selling an estimated $22.3K and leaving 9,140 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #180.

BridgePort Financial Solutions first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • BridgePort Financial Solutions held 9,140 shares of SmartStop Self Storage REIT worth $297K as of Q2 2026.
  • BridgePort Financial Solutions sold 703 SmartStop Self Storage REIT shares in Q2 2026, an estimated $22.3K.
  • SmartStop Self Storage REIT made up 0.08% of BridgePort Financial Solutions's portfolio in Q2 2026, its #180 holding.
  • BridgePort Financial Solutions first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • BridgePort Financial Solutions's SmartStop Self Storage REIT position peaked at $309K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.