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Smartstop Self Storag Reit I shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of Smartstop Self Storag Reit I (SMA) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth Advisors investment in Smartstop Self Storag Reit I

Tip: Access up to 7 years of quarterly data

All positions including Smartstop Self Storag Reit I held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smartstop Self Storag Reit I by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $353k 11k 30.94

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Tcw Etf Trust Transform System (PWRD)
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NVIDIA Corporation (NVDA)

View all positions for Adapt Wealth Advisors

Top funds holding Smartstop Self Storag Reit I

Vanguard Group
BlackRock
Prudential Financial
Principal Financial Group
Deutsche Bank Aktiengesellschaft
Wellington Management Company
GoldenTree Asset Management
State Street Corporation
Duff & Phelps Investment Management
Geode Capital Management
Standard Life Aberdeen
Silvercrest Asset Management Group
Russell Investments
Goldman Sachs Group
Massachusetts Financial Services

View all funds holding Smartstop Self Storag Reit I