FFO
SMA

Fortitude Family Office’s SmartStop Self Storage REIT SMA Stock Holding History

Fortitude Family Office’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
2025
Q4 		– Sell
-14
Closed -$527 – 2169
2025
Q3 		$527 Buy
+14
New +$509 ﹤0.01% 1787

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Fortitude Family Office's SMA Position: Q4 2025 in Review

Fortitude Family Office sold out of SmartStop Self Storage REIT (SMA) in Q4 2025, closing a stake of 14 shares — an estimated $527 sold.

Fortitude Family Office first reported a position in SMA in Q3 2025 and held it in 1 quarter. The position peaked at $527 in Q3 2025. 241 funds tracked by Wall St. Rank hold SMA as of Q4 2025.

  • Fortitude Family Office reported no remaining SmartStop Self Storage REIT position as of Q4 2025 after selling out during the quarter.
  • Fortitude Family Office sold 14 SmartStop Self Storage REIT shares in Q4 2025, an estimated $527.
  • Fortitude Family Office first reported a position in SmartStop Self Storage REIT in Q3 2025 and held it in 1 quarter.
  • Fortitude Family Office's SmartStop Self Storage REIT position peaked at $527 in Q3 2025.
  • 241 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.