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Smartstop Self Storag Reit I shares owned by Wealth Management Strategies

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

Historical chart of Wealth Management Strategies 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 Wealth Management Strategies 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 Wealth Management Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $359k 12k 30.94

More positions owned by Wealth Management Strategies

Vanguard Index Fds Growth Etf (VUG)
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Ishares Tr Ibond Dec 2030 (IBTK)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
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Dimensional Etf Trust Us Sustainabilty (DFSU)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
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View all positions for Wealth Management Strategies

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