VCM
SMA

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
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

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

Versant Capital Management's SMA Position: Q2 2026 in Review

Versant Capital Management increased its SmartStop Self Storage REIT (SMA) stake by 121% in Q2 2026, buying an estimated $7.64K and bringing the position to 441 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Versant Capital Management first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Versant Capital Management held 441 shares of SmartStop Self Storage REIT worth $14.3K as of Q2 2026.
  • Versant Capital Management bought 241 SmartStop Self Storage REIT shares in Q2 2026, an estimated $7.64K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #2097 holding.
  • Versant Capital Management first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.