TWD
SMA

True Wealth Design’s SmartStop Self Storage REIT SMA Stock Holding History

True Wealth Design’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
Q1 		– Sell
-7
Closed -$217 – 2834
2025
Q4 		$217 Sell
7
-1
-13% -$34 ﹤0.01% 2210
2025
Q3 		$302 Buy
+8
New +$291 ﹤0.01% 2183

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

True Wealth Design's SMA Position: Q1 2026 in Review

True Wealth Design sold out of SmartStop Self Storage REIT (SMA) in Q1 2026, closing a stake of 7 shares — an estimated $217 sold.

True Wealth Design first reported a position in SMA in Q3 2025 and held it in 2 quarters. The position peaked at $302 in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • True Wealth Design reported no remaining SmartStop Self Storage REIT position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 7 SmartStop Self Storage REIT shares in Q1 2026, an estimated $217.
  • True Wealth Design first reported a position in SmartStop Self Storage REIT in Q3 2025 and held it in 2 quarters.
  • True Wealth Design's SmartStop Self Storage REIT position peaked at $302 in Q3 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.