SWGC
SMA

Summit Wealth Group (Colorado)’s SmartStop Self Storage REIT SMA Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-2,314
Closed -$846K – 676
2025
Q3 		$846K Buy
+2,314
New +$84.1K 0.09% 192

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SMA Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of SmartStop Self Storage REIT (SMA) in Q4 2025, closing a stake of 2,314 shares — an estimated $846K sold.

Summit Wealth Group (Colorado) first reported a position in SMA in Q3 2025 and held it in 1 quarter. The position peaked at $846K in Q3 2025. 240 funds tracked by Wall St. Rank hold SMA as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining SmartStop Self Storage REIT position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,314 SmartStop Self Storage REIT shares in Q4 2025, an estimated $846K.
  • Summit Wealth Group (Colorado) first reported a position in SmartStop Self Storage REIT in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s SmartStop Self Storage REIT position peaked at $846K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.