TA
SMA

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
Q2 		$648K Sell
19,937
-500
-2% -$15.8K 0.15% 127
2026
Q1 		$619K Sell
20,437
-300
-1% -$9.64K 0.16% 122
2025
Q4 		$642K Buy
+20,737
New +$702K 0.17% 113

Other funds holding SMA

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

TrueWealth Advisors's SMA Position: Q2 2026 in Review

TrueWealth Advisors reduced its SmartStop Self Storage REIT (SMA) stake by 2.4% in Q2 2026, selling an estimated $15.8K and leaving 19,937 shares worth $648K. The position accounts for 0.15% of the portfolio, ranked #127.

TrueWealth Advisors first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • TrueWealth Advisors held 19,937 shares of SmartStop Self Storage REIT worth $648K as of Q2 2026.
  • TrueWealth Advisors sold 500 SmartStop Self Storage REIT shares in Q2 2026, an estimated $15.8K.
  • SmartStop Self Storage REIT made up 0.15% of TrueWealth Advisors's portfolio in Q2 2026, its #127 holding.
  • TrueWealth Advisors first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.