FFA
SMA

Farther Finance Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

Farther Finance 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
Q2 		$1.3K Sell
40
-24,637
-100% -$781K ﹤0.01% 5292
2026
Q1 		$751K Buy
24,677
+498
+2% +$16K 0.01% 1155
2025
Q4 		$748K Buy
24,179
+24,164
+161,093% +$818K 0.01% 1063
2025
Q3 		$565 Buy
+15
New +$545 ﹤0.01% 4509

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

Farther Finance Advisors's SMA Position: Q2 2026 in Review

Farther Finance Advisors reduced its SmartStop Self Storage REIT (SMA) stake by 100% in Q2 2026, selling an estimated $781K and leaving 40 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5292.

Farther Finance Advisors first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. The position peaked at $751K in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Farther Finance Advisors held 40 shares of SmartStop Self Storage REIT worth $1.3K as of Q2 2026.
  • Farther Finance Advisors sold 24,637 SmartStop Self Storage REIT shares in Q2 2026, an estimated $781K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5292 holding.
  • Farther Finance Advisors first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's SmartStop Self Storage REIT position peaked at $751K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.