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Sequent Planning’s SmartStop Self Storage REIT SMA Stock Holding History

Sequent Planning’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 		$1.97M Sell
60,657
-3,914
-6% -$124K 0.42% 62
2026
Q1 		$1.96M Sell
64,571
-478
-0.7% -$15.4K 0.47% 54
2025
Q4 		$2.01M Buy
65,049
+40,308
+163% +$1.36M 0.51% 50
2025
Q3 		$889K Buy
+24,741
New +$900K 0.25% 82

Other funds holding SMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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 $3.38T AUM 44.17% 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
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Sequent Planning's SMA Position: Q2 2026 in Review

Sequent Planning reduced its SmartStop Self Storage REIT (SMA) stake by 6.1% in Q2 2026, selling an estimated $124K and leaving 60,657 shares worth $1.97M. The position accounts for 0.42% of the portfolio, ranked #62.

Sequent Planning first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.01M in Q4 2025. 261 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Sequent Planning held 60,657 shares of SmartStop Self Storage REIT worth $1.97M as of Q2 2026.
  • Sequent Planning sold 3,914 SmartStop Self Storage REIT shares in Q2 2026, an estimated $124K.
  • SmartStop Self Storage REIT made up 0.42% of Sequent Planning's portfolio in Q2 2026, its #62 holding.
  • Sequent Planning first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • Sequent Planning's SmartStop Self Storage REIT position peaked at $2.01M in Q4 2025.
  • 261 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.