VWA
SMA

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

Valued 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 		$516K Hold
15,889
– – 0.19% 33
2026
Q1 		$482K Sell
15,889
-699
-4% -$22.5K 0.2% 31
2025
Q4 		$515K Buy
+16,588
New +$561K 0.23% 28

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

Valued Wealth Advisors's SMA Position: Q2 2026 in Review

Valued Wealth Advisors held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 15,889 shares worth $516K. The position accounts for 0.19% of the portfolio, ranked #33.

Valued Wealth Advisors first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Valued Wealth Advisors held 15,889 shares of SmartStop Self Storage REIT worth $516K as of Q2 2026.
  • Valued Wealth Advisors left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
  • SmartStop Self Storage REIT made up 0.19% of Valued Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Valued Wealth Advisors first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.