Triumph Capital Management
SMA icon

Triumph Capital Management’s SmartStop Self Storage REIT SMA Stock Holding History

Triumph Capital Management’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
Q3 		$146K Hold
4,530
– – 0.03% 426
2026
Q2 		$147K Hold
4,530
– – 0.03% 415
2026
Q1 		$138K Sell
4,530
-955
-17% -$30.7K 0.03% 400
2025
Q4 		$170K Buy
+5,485
New +$186K 0.04% 332

Other funds holding SMA

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Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Seven Hills Financial
Seven Hills Financial Tallahassee, Florida $166M AUM

Triumph Capital Management's SMA Position: Q3 2026 in Review

Triumph Capital Management held its SmartStop Self Storage REIT (SMA) position steady in Q3 2026 at 4,530 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #426.

Triumph Capital Management first reported a position in SMA in Q4 2025 and has held it in 4 quarters since. The position peaked at $170K in Q4 2025. 61 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Triumph Capital Management held 4,530 shares of SmartStop Self Storage REIT worth $146K as of Q3 2026.
  • Triumph Capital Management left its SmartStop Self Storage REIT share count unchanged in Q3 2026.
  • SmartStop Self Storage REIT made up 0.03% of Triumph Capital Management's portfolio in Q3 2026, its #426 holding.
  • Triumph Capital Management first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's SmartStop Self Storage REIT position peaked at $170K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.