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SMA

Root Financial Partners’s SmartStop Self Storage REIT SMA Stock Holding History

Root Financial Partners’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
-67
Closed -$2.03K – 3416
2026
Q1 		$2.03K Buy
+67
New +$2.15K ﹤0.01% 2309

Other funds holding SMA

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Root Financial Partners's SMA Position: Q2 2026 in Review

Root Financial Partners sold out of SmartStop Self Storage REIT (SMA) in Q2 2026, closing a stake of 67 shares — an estimated $2.03K sold.

Root Financial Partners first reported a position in SMA in Q1 2026 and held it in 1 quarter. The position peaked at $2.03K in Q1 2026. 259 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Root Financial Partners reported no remaining SmartStop Self Storage REIT position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 67 SmartStop Self Storage REIT shares in Q2 2026, an estimated $2.03K.
  • Root Financial Partners first reported a position in SmartStop Self Storage REIT in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's SmartStop Self Storage REIT position peaked at $2.03K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.