DiNuzzo Private Wealth
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DiNuzzo Private Wealth’s SmartStop Self Storage REIT SMA Stock Holding History

DiNuzzo Private Wealth’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
Q3 		$4.6K Hold
143
– – ﹤0.01% 421
2026
Q2 		$4.65K Sell
143
-36
-20% -$1.14K ﹤0.01% 425
2026
Q1 		$5.42K Hold
179
– – ﹤0.01% 377
2025
Q4 		$5.54K Buy
+179
New +$6.06K ﹤0.01% 363

Other funds holding SMA

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Seven Hills Financial, LLC
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Freedom Day Solutions
Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

DiNuzzo Private Wealth's SMA Position: Q3 2026 in Review

DiNuzzo Private Wealth held its SmartStop Self Storage REIT (SMA) position steady in Q3 2026 at 143 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

DiNuzzo Private Wealth first reported a position in SMA in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.54K in Q4 2025. 32 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • DiNuzzo Private Wealth held 143 shares of SmartStop Self Storage REIT worth $4.6K as of Q3 2026.
  • DiNuzzo Private Wealth left its SmartStop Self Storage REIT share count unchanged in Q3 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #421 holding.
  • DiNuzzo Private Wealth first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 4 quarters since.
  • DiNuzzo Private Wealth's SmartStop Self Storage REIT position peaked at $5.54K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.