WA
SMA

Waverly Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

Waverly 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 		$435K Buy
13,387
+125
+0.9% +$3.96K ﹤0.01% 1243
2026
Q1 		$402K Buy
13,262
+50
+0.4% +$1.61K ﹤0.01% 1183
2025
Q4 		$409K Buy
+13,212
New +$447K ﹤0.01% 1088

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

Waverly Advisors's SMA Position: Q2 2026 in Review

Waverly Advisors increased its SmartStop Self Storage REIT (SMA) stake by 0.94% in Q2 2026, buying an estimated $3.96K and bringing the position to 13,387 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Waverly 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.

  • Waverly Advisors held 13,387 shares of SmartStop Self Storage REIT worth $435K as of Q2 2026.
  • Waverly Advisors bought 125 SmartStop Self Storage REIT shares in Q2 2026, an estimated $3.96K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1243 holding.
  • Waverly 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.