Tounjian Advisory Partners’s SmartStop Self Storage REIT SMA Stock Holding History

Tounjian Advisory Partners’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	$10.9K	Buy	+336	New	+$10.7K	﹤0.01%	369

Other funds holding SMA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tounjian Advisory Partners's SMA Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in SmartStop Self Storage REIT (SMA) in Q2 2026: 336 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings.

117 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Tounjian Advisory Partners held 336 shares of SmartStop Self Storage REIT worth $10.9K as of Q2 2026.
SmartStop Self Storage REIT was a new Tounjian Advisory Partners position in Q2 2026.
SmartStop Self Storage REIT made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #369 holding.
117 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.