IA
SMA

IFP Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

IFP 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
-1,207
Closed -$36.5K – 5326
2026
Q1 		$36.5K Sell
1,207
-2,546
-68% -$81.8K ﹤0.01% 2425
2025
Q4 		$116K Buy
3,753
+3,720
+11,273% +$126K ﹤0.01% 1701
2025
Q3 		$1.24K Buy
+33
New +$1.2K ﹤0.01% 3862

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

IFP Advisors's SMA Position: Q2 2026 in Review

IFP Advisors sold out of SmartStop Self Storage REIT (SMA) in Q2 2026, closing a stake of 1,207 shares — an estimated $36.5K sold.

IFP Advisors first reported a position in SMA in Q3 2025 and held it in 3 quarters. The position peaked at $116K in Q4 2025. 32 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • IFP Advisors reported no remaining SmartStop Self Storage REIT position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 1,207 SmartStop Self Storage REIT shares in Q2 2026, an estimated $36.5K.
  • IFP Advisors first reported a position in SmartStop Self Storage REIT in Q3 2025 and held it in 3 quarters.
  • IFP Advisors's SmartStop Self Storage REIT position peaked at $116K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.