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 Q1	$2.03K	Buy	+67	New	+$2.15K	﹤0.01%	2309

Other funds holding SMA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAM

Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Root Financial Partners's SMA Position: Q1 2026 in Review

Root Financial Partners opened a new position in SmartStop Self Storage REIT (SMA) in Q1 2026: 67 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #2309 among its holdings.

256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

Root Financial Partners held 67 shares of SmartStop Self Storage REIT worth $2.03K as of Q1 2026.
SmartStop Self Storage REIT was a new Root Financial Partners position in Q1 2026.
SmartStop Self Storage REIT made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2309 holding.
256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.