Focus Partners Wealth
SMA

Focus Partners Wealth’s SmartStop Self Storage REIT SMA Stock Holding History

Focus Partners 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 		– Sell
-5,981
Closed -$273K – 3001
2026
Q1 		$273K Sell
5,981
-2,325
-28% -$74.7K ﹤0.01% 2251
2025
Q4 		$273K Buy
+8,306
New +$281K ﹤0.01% 2278

Other funds holding SMA

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T. Rowe Price Associates
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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

Focus Partners Wealth's SMA Position: Q2 2026 in Review

Focus Partners Wealth sold out of SmartStop Self Storage REIT (SMA) in Q2 2026, closing a stake of 5,981 shares — an estimated $273K sold.

Focus Partners Wealth first reported a position in SMA in Q4 2025 and held it in 2 quarters. The position peaked at $273K in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Focus Partners Wealth reported no remaining SmartStop Self Storage REIT position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 5,981 SmartStop Self Storage REIT shares in Q2 2026, an estimated $273K.
  • Focus Partners Wealth first reported a position in SmartStop Self Storage REIT in Q4 2025 and held it in 2 quarters.
  • Focus Partners Wealth's SmartStop Self Storage REIT position peaked at $273K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.