Versant Capital Management
SMA icon

Versant Capital Management’s SmartStop Self Storage REIT SMA Stock Holding History

Versant Capital Management’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 		$83.7K Buy
2,599
+2,158
+489% +$71.9K 0.01% 1051
2026
Q2 		$14.3K Buy
441
+241
+121% +$7.64K ﹤0.01% 2097
2026
Q1 		$6.06K Sell
200
-205
-51% -$6.59K ﹤0.01% 2328
2025
Q4 		$12.5K Buy
405
+355
+710% +$12K ﹤0.01% 1900
2025
Q3 		$1.88K Buy
+50
New +$1.82K ﹤0.01% 2421

Other funds holding SMA

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Seven Hills Financial, LLC
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Freedom Day Solutions
Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Versant Capital Management's SMA Position: Q3 2026 in Review

Versant Capital Management increased its SmartStop Self Storage REIT (SMA) stake by 489% in Q3 2026, buying an estimated $71.9K and bringing the position to 2,599 shares worth $83.7K. The position accounts for 0.01% of the portfolio, ranked #1051.

Versant Capital Management first reported a position in SMA in Q3 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Versant Capital Management held 2,599 shares of SmartStop Self Storage REIT worth $83.7K as of Q3 2026.
  • Versant Capital Management bought 2,158 SmartStop Self Storage REIT shares in Q3 2026, an estimated $71.9K.
  • SmartStop Self Storage REIT made up 0.01% of Versant Capital Management's portfolio in Q3 2026, its #1051 holding.
  • Versant Capital Management first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.