Wealth Enhancement Advisory Services
SMA

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
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 $6.73T 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

Wealth Enhancement Advisory Services's SMA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in SmartStop Self Storage REIT (SMA) in Q2 2026: 7,725 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #3357 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in SMA as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in SMA in Q3 2025 and has held it in 3 quarters since. The position peaked at $267K in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,725 shares of SmartStop Self Storage REIT worth $255K as of Q2 2026.
  • SmartStop Self Storage REIT was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3357 holding.
  • Wealth Enhancement Advisory Services first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's SmartStop Self Storage REIT position peaked at $267K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.