Vanderbilt University’s SmartStop Self Storage REIT SMA Stock Holding History

Vanderbilt University’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	$1.16M	Buy	+35,592	New	+$1.13M	0.16%	48

Other funds holding SMA

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Vanderbilt University's SMA Position: Q2 2026 in Review

Vanderbilt University opened a new position in SmartStop Self Storage REIT (SMA) in Q2 2026: 35,592 shares worth $1.16M. The stake represents 0.16% of the portfolio and ranks #48 among its holdings.

32 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Vanderbilt University held 35,592 shares of SmartStop Self Storage REIT worth $1.16M as of Q2 2026.
SmartStop Self Storage REIT was a new Vanderbilt University position in Q2 2026.
SmartStop Self Storage REIT made up 0.16% of Vanderbilt University's portfolio in Q2 2026, its #48 holding.
32 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Vanderbilt University's 13F filing for Q2 2026, filed 22 Jul 2026.