Focus Partners Wealth
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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

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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. 261 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.
  • 261 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.