MPWT
SMA

MassMutual Private Wealth & Trust’s SmartStop Self Storage REIT SMA Stock Holding History

MassMutual Private Wealth & Trust’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
Q4 		– Sell
-40
Closed -$1.51K – 2479
2025
Q3 		$1.51K Buy
+40
New +$1.45K ﹤0.01% 2054

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

MassMutual Private Wealth & Trust's SMA Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of SmartStop Self Storage REIT (SMA) in Q4 2025, closing a stake of 40 shares — an estimated $1.51K sold.

MassMutual Private Wealth & Trust first reported a position in SMA in Q3 2025 and held it in 1 quarter. The position peaked at $1.51K in Q3 2025. 240 funds tracked by Wall St. Rank hold SMA as of Q4 2025.

  • MassMutual Private Wealth & Trust reported no remaining SmartStop Self Storage REIT position as of Q4 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 40 SmartStop Self Storage REIT shares in Q4 2025, an estimated $1.51K.
  • MassMutual Private Wealth & Trust first reported a position in SmartStop Self Storage REIT in Q3 2025 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's SmartStop Self Storage REIT position peaked at $1.51K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.