Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s SmartStop Self Storage REIT SMA Stock Holding History

Wealth Enhancement Advisory Services’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 		$306K Buy
9,361
+1,636
+21% +$54.5K ﹤0.01% 3323
2026
Q2 		$255K Buy
+7,725
New +$245K ﹤0.01% 3357
2026
Q1 		– Sell
-8,380
Closed -$267K – 3920
2025
Q4 		$267K Buy
8,380
+2,792
+50% +$94.5K ﹤0.01% 3015
2025
Q3 		$200K Buy
+5,588
New +$203K ﹤0.01% 3142

Other funds holding SMA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its SmartStop Self Storage REIT (SMA) stake by 21% in Q3 2026, buying an estimated $54.5K and bringing the position to 9,361 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #3323.

Wealth Enhancement Advisory Services first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 9,361 shares of SmartStop Self Storage REIT worth $306K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,636 SmartStop Self Storage REIT shares in Q3 2026, an estimated $54.5K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3323 holding.
  • Wealth Enhancement Advisory Services first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.