GI
SMA

GAMMA Investing’s SmartStop Self Storage REIT SMA Stock Holding History

GAMMA Investing’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 		$6.83K Buy
210
+109
+108% +$3.46K ﹤0.01% 3359
2026
Q1 		$3.06K Buy
101
+10
+11% +$321 ﹤0.01% 3543
2025
Q4 		$2.82K Buy
91
+84
+1,200% +$2.84K ﹤0.01% 3505
2025
Q3 		$263 Buy
+7
New +$255 ﹤0.01% 3782

Other funds holding SMA

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

GAMMA Investing's SMA Position: Q2 2026 in Review

GAMMA Investing increased its SmartStop Self Storage REIT (SMA) stake by 108% in Q2 2026, buying an estimated $3.46K and bringing the position to 210 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

GAMMA Investing first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • GAMMA Investing held 210 shares of SmartStop Self Storage REIT worth $6.83K as of Q2 2026.
  • GAMMA Investing bought 109 SmartStop Self Storage REIT shares in Q2 2026, an estimated $3.46K.
  • SmartStop Self Storage REIT made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3359 holding.
  • GAMMA Investing first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.