FW
SMA

FullCircle Wealth’s SmartStop Self Storage REIT SMA Stock Holding History

FullCircle 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
2025
Q3 		$736K Buy
+21,537
New +$783K 0.26% 121

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

FullCircle Wealth's SMA Position: Q3 2025 in Review

FullCircle Wealth opened a new position in SmartStop Self Storage REIT (SMA) in Q3 2025: 21,537 shares worth $736K. The stake represents 0.26% of the portfolio and ranks #121 among its holdings.

161 funds tracked by Wall St. Rank hold SMA as of Q3 2025.

  • FullCircle Wealth held 21,537 shares of SmartStop Self Storage REIT worth $736K as of Q3 2025.
  • SmartStop Self Storage REIT was a new FullCircle Wealth position in Q3 2025.
  • SmartStop Self Storage REIT made up 0.26% of FullCircle Wealth's portfolio in Q3 2025, its #121 holding.
  • 161 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.