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

MBL 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
2026 Q3	$596K	Buy	+18,500	New	+$616K	0.04%	262

Other funds holding SMA

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Seven Hills Financial, LLC Tallahassee, Florida $166M AUM

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

MBL Wealth's SMA Position: Q3 2026 in Review

MBL Wealth opened a new position in SmartStop Self Storage REIT (SMA) in Q3 2026: 18,500 shares worth $596K. The stake represents 0.04% of the portfolio and ranks #262 among its holdings.

36 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

MBL Wealth held 18,500 shares of SmartStop Self Storage REIT worth $596K as of Q3 2026.
SmartStop Self Storage REIT was a new MBL Wealth position in Q3 2026.
SmartStop Self Storage REIT made up 0.04% of MBL Wealth's portfolio in Q3 2026, its #262 holding.
36 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.