SFA
SMA

Sequoia Financial Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

Sequoia Financial Advisors’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 		$316K Sell
9,728
-51
-0.5% -$1.62K ﹤0.01% 1641
2026
Q1 		$296K Buy
9,779
+1,407
+17% +$45.2K ﹤0.01% 1577
2025
Q4 		$259K Buy
+8,372
New +$283K ﹤0.01% 1650

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 $3.37T 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

Sequoia Financial Advisors's SMA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its SmartStop Self Storage REIT (SMA) stake by 0.52% in Q2 2026, selling an estimated $1.62K and leaving 9,728 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Sequoia Financial Advisors first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Sequoia Financial Advisors held 9,728 shares of SmartStop Self Storage REIT worth $316K as of Q2 2026.
  • Sequoia Financial Advisors sold 51 SmartStop Self Storage REIT shares in Q2 2026, an estimated $1.62K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1641 holding.
  • Sequoia Financial Advisors first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.