DPW
SMA

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
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

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

DiNuzzo Private Wealth's SMA Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its SmartStop Self Storage REIT (SMA) stake by 20% in Q2 2026, selling an estimated $1.14K and leaving 143 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

DiNuzzo Private Wealth first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.54K in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • DiNuzzo Private Wealth held 143 shares of SmartStop Self Storage REIT worth $4.65K as of Q2 2026.
  • DiNuzzo Private Wealth sold 36 SmartStop Self Storage REIT shares in Q2 2026, an estimated $1.14K.
  • SmartStop Self Storage REIT made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #425 holding.
  • DiNuzzo Private Wealth first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • DiNuzzo Private Wealth's SmartStop Self Storage REIT position peaked at $5.54K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.