Frazier Financial Advisors
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Frazier Financial Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

Frazier Financial 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 		– Sell
-404
Closed -$12.2K – 857
2026
Q1 		$12.2K Hold
404
– – 0.01% 384
2025
Q4 		$12.5K Buy
+404
New +$13.7K 0.01% 326

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Frazier Financial Advisors's SMA Position: Q2 2026 in Review

Frazier Financial Advisors sold out of SmartStop Self Storage REIT (SMA) in Q2 2026, closing a stake of 404 shares — an estimated $12.2K sold.

Frazier Financial Advisors first reported a position in SMA in Q4 2025 and held it in 2 quarters. The position peaked at $12.5K in Q4 2025. 263 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Frazier Financial Advisors reported no remaining SmartStop Self Storage REIT position as of Q2 2026 after selling out during the quarter.
  • Frazier Financial Advisors sold 404 SmartStop Self Storage REIT shares in Q2 2026, an estimated $12.2K.
  • Frazier Financial Advisors first reported a position in SmartStop Self Storage REIT in Q4 2025 and held it in 2 quarters.
  • Frazier Financial Advisors's SmartStop Self Storage REIT position peaked at $12.5K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.