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

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 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. 32 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.
  • 32 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.