Root Financial Partners
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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
Q3 		$2.83K Buy
+88
New +$2.93K ﹤0.01% 2477
2026
Q2 		– Sell
-67
Closed -$2.03K – 3416
2026
Q1 		$2.03K Buy
+67
New +$2.15K ﹤0.01% 2309

Other funds holding SMA

Independent Financial Group
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Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Vanderbilt University
Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Root Financial Partners's SMA Position: Q3 2026 in Review

Root Financial Partners opened a new position in SmartStop Self Storage REIT (SMA) in Q3 2026: 88 shares worth $2.83K. The stake represents ﹤0.01% of the portfolio and ranks #2477 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SMA as recently as Q1 2026.

Root Financial Partners first reported a position in SMA in Q1 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Root Financial Partners held 88 shares of SmartStop Self Storage REIT worth $2.83K as of Q3 2026.
  • SmartStop Self Storage REIT was a new Root Financial Partners position in Q3 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2477 holding.
  • Root Financial Partners first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.