CVM
SMA

Cheviot Value Management’s SmartStop Self Storage REIT SMA Stock Holding History

Cheviot Value 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
2025
Q4 		– Sell
-497
Closed -$18.5K – 451
2025
Q3 		$18.5K Buy
+497
New +$18.1K ﹤0.01% 276

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Cheviot Value Management's SMA Position: Q4 2025 in Review

Cheviot Value Management sold out of SmartStop Self Storage REIT (SMA) in Q4 2025, closing a stake of 497 shares — an estimated $18.5K sold.

Cheviot Value Management first reported a position in SMA in Q3 2025 and held it in 1 quarter. The position peaked at $18.5K in Q3 2025. 240 funds tracked by Wall St. Rank hold SMA as of Q4 2025.

  • Cheviot Value Management reported no remaining SmartStop Self Storage REIT position as of Q4 2025 after selling out during the quarter.
  • Cheviot Value Management sold 497 SmartStop Self Storage REIT shares in Q4 2025, an estimated $18.5K.
  • Cheviot Value Management first reported a position in SmartStop Self Storage REIT in Q3 2025 and held it in 1 quarter.
  • Cheviot Value Management's SmartStop Self Storage REIT position peaked at $18.5K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q4 2025.

Based on Cheviot Value Management's 13F filing for Q4 2025, filed 3 Feb 2026.