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TrueWealth Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

TrueWealth Advisors’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 		$514K Sell
15,956
-3,981
-20% -$133K 0.12% 146
2026
Q2 		$648K Sell
19,937
-500
-2% -$15.8K 0.15% 127
2026
Q1 		$619K Sell
20,437
-300
-1% -$9.6K 0.16% 122
2025
Q4 		$642K Buy
+20,737
New +$702K 0.17% 113

Other funds holding SMA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

TrueWealth Advisors's SMA Position: Q3 2026 in Review

TrueWealth Advisors reduced its SmartStop Self Storage REIT (SMA) stake by 20% in Q3 2026, selling an estimated $133K and leaving 15,956 shares worth $514K. The position accounts for 0.12% of the portfolio, ranked #146.

TrueWealth Advisors first reported a position in SMA in Q4 2025 and has held it in 4 quarters since. The position peaked at $648K in Q2 2026. 74 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • TrueWealth Advisors held 15,956 shares of SmartStop Self Storage REIT worth $514K as of Q3 2026.
  • TrueWealth Advisors sold 3,981 SmartStop Self Storage REIT shares in Q3 2026, an estimated $133K.
  • SmartStop Self Storage REIT made up 0.12% of TrueWealth Advisors's portfolio in Q3 2026, its #146 holding.
  • TrueWealth Advisors first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 4 quarters since.
  • TrueWealth Advisors's SmartStop Self Storage REIT position peaked at $648K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.