Silver Oak Securities
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Silver Oak Securities’s SmartStop Self Storage REIT SMA Stock Holding History

Silver Oak Securities’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 		$143K Sell
4,414
-2,680
-38% -$85K 0.01% 788
2026
Q1 		$215K Sell
7,094
-25
-0.4% -$803 0.02% 708
2025
Q4 		$223K Buy
7,119
+2,680
+60% +$90.7K 0.02% 729
2025
Q3 		$167K Buy
+4,439
New +$161K 0.01% 720

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Vanguard Portfolio Management
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
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State Street
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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
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Silver Oak Securities's SMA Position: Q2 2026 in Review

Silver Oak Securities reduced its SmartStop Self Storage REIT (SMA) stake by 38% in Q2 2026, selling an estimated $85K and leaving 4,414 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #788.

Silver Oak Securities first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. The position peaked at $223K in Q4 2025. 261 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Silver Oak Securities held 4,414 shares of SmartStop Self Storage REIT worth $143K as of Q2 2026.
  • Silver Oak Securities sold 2,680 SmartStop Self Storage REIT shares in Q2 2026, an estimated $85K.
  • SmartStop Self Storage REIT made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #788 holding.
  • Silver Oak Securities first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • Silver Oak Securities's SmartStop Self Storage REIT position peaked at $223K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.