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

Paralel 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
Q3 		$2.09M Hold
65,000
– – 0.08% 94
2026
Q2 		$2.11M Hold
65,000
– – 0.08% 90
2026
Q1 		$1.97M Buy
+65,000
New +$2.09M 0.08% 78

Other funds holding SMA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Paralel Advisors's SMA Position: Q3 2026 in Review

Paralel Advisors held its SmartStop Self Storage REIT (SMA) position steady in Q3 2026 at 65,000 shares worth $2.09M. The position accounts for 0.08% of the portfolio, ranked #94.

Paralel Advisors first reported a position in SMA in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.11M in Q2 2026. 137 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Paralel Advisors held 65,000 shares of SmartStop Self Storage REIT worth $2.09M as of Q3 2026.
  • Paralel Advisors left its SmartStop Self Storage REIT share count unchanged in Q3 2026.
  • SmartStop Self Storage REIT made up 0.08% of Paralel Advisors's portfolio in Q3 2026, its #94 holding.
  • Paralel Advisors first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 3 quarters since.
  • Paralel Advisors's SmartStop Self Storage REIT position peaked at $2.11M in Q2 2026.
  • 137 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Paralel Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.