WRPWM
SMA

Werba Rubin Papier Wealth Management’s SmartStop Self Storage REIT SMA Stock Holding History

Werba Rubin Papier Wealth 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
Q1 		– Sell
-8,002
Closed -$248K – 300
2025
Q4 		$248K Buy
+8,002
New +$271K 0.07% 188

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

Werba Rubin Papier Wealth Management's SMA Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management sold out of SmartStop Self Storage REIT (SMA) in Q1 2026, closing a stake of 8,002 shares — an estimated $248K sold.

Werba Rubin Papier Wealth Management first reported a position in SMA in Q4 2025 and held it in 1 quarter. The position peaked at $248K in Q4 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Werba Rubin Papier Wealth Management reported no remaining SmartStop Self Storage REIT position as of Q1 2026 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 8,002 SmartStop Self Storage REIT shares in Q1 2026, an estimated $248K.
  • Werba Rubin Papier Wealth Management first reported a position in SmartStop Self Storage REIT in Q4 2025 and held it in 1 quarter.
  • Werba Rubin Papier Wealth Management's SmartStop Self Storage REIT position peaked at $248K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.