TPWA
SMA

Twin Peaks Wealth Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

Twin Peaks Wealth 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 		– Sell
-1
Closed -$30 – 2343
2026
Q1 		$30 Buy
+1
New +$32 ﹤0.01% 2331
2025
Q3 		– Sell
-1
Closed -$34 – 2266
2025
Q2 		$34 Buy
+1
New +$35 ﹤0.01% 2216

Other funds holding SMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Twin Peaks Wealth Advisors's SMA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of SmartStop Self Storage REIT (SMA) in Q2 2026, closing a stake of 1 share — an estimated $30 sold.

Twin Peaks Wealth Advisors first reported a position in SMA in Q2 2025 and held it in 2 quarters. The position peaked at $34 in Q2 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining SmartStop Self Storage REIT position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 SmartStop Self Storage REIT share in Q2 2026, an estimated $30.
  • Twin Peaks Wealth Advisors first reported a position in SmartStop Self Storage REIT in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's SmartStop Self Storage REIT position peaked at $34 in Q2 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.