SP
SMA

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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Prudential Financial
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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

Sequent Planning's SMA Position: Q1 2026 in Review

Sequent Planning reduced its SmartStop Self Storage REIT (SMA) stake by 0.73% in Q1 2026, selling an estimated $15.4K and leaving 64,571 shares worth $1.96M. The position accounts for 0.47% of the portfolio, ranked #54.

Sequent Planning first reported a position in SMA in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.01M in Q4 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Sequent Planning held 64,571 shares of SmartStop Self Storage REIT worth $1.96M as of Q1 2026.
  • Sequent Planning sold 478 SmartStop Self Storage REIT shares in Q1 2026, an estimated $15.4K.
  • SmartStop Self Storage REIT made up 0.47% of Sequent Planning's portfolio in Q1 2026, its #54 holding.
  • Sequent Planning first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 3 quarters since.
  • Sequent Planning's SmartStop Self Storage REIT position peaked at $2.01M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.