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BFC Planning, Inc.’s SmartStop Self Storage REIT SMA Stock Holding History

BFC Planning, Inc.’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 		$62K Sell
1,909
-4,366
-70% -$138K ﹤0.01% 1448
2026
Q1 		$190K Sell
6,275
-1,665
-21% -$53.5K 0.01% 893
2025
Q4 		$246K Buy
+7,940
New +$269K 0.01% 795

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BFC Planning, Inc.'s SMA Position: Q2 2026 in Review

BFC Planning, Inc. reduced its SmartStop Self Storage REIT (SMA) stake by 70% in Q2 2026, selling an estimated $138K and leaving 1,909 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

BFC Planning, Inc. first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $246K in Q4 2025. 263 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • BFC Planning, Inc. held 1,909 shares of SmartStop Self Storage REIT worth $62K as of Q2 2026.
  • BFC Planning, Inc. sold 4,366 SmartStop Self Storage REIT shares in Q2 2026, an estimated $138K.
  • SmartStop Self Storage REIT made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1448 holding.
  • BFC Planning, Inc. first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s SmartStop Self Storage REIT position peaked at $246K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.