EWA
SMA

EverSource Wealth Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

EverSource Wealth Advisors’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
Q1 		$7.27K Buy
240
+235
+4,700% +$7.55K ﹤0.01% 3083
2025
Q4 		$155 Sell
5
-120
-96% -$4.06K ﹤0.01% 4057
2025
Q3 		$4.71K Buy
+125
New +$4.54K ﹤0.01% 3185

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

EverSource Wealth Advisors's SMA Position: Q1 2026 in Review

EverSource Wealth Advisors increased its SmartStop Self Storage REIT (SMA) stake by 4,700% in Q1 2026, buying an estimated $7.55K and bringing the position to 240 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

EverSource Wealth Advisors first reported a position in SMA in Q3 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • EverSource Wealth Advisors held 240 shares of SmartStop Self Storage REIT worth $7.27K as of Q1 2026.
  • EverSource Wealth Advisors bought 235 SmartStop Self Storage REIT shares in Q1 2026, an estimated $7.55K.
  • SmartStop Self Storage REIT made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3083 holding.
  • EverSource Wealth Advisors first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.