1832 Asset Management’s SmartStop Self Storage REIT SMA Stock Holding History

1832 Asset 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 Q3	$17.4M	Buy	539,804 +335,146	+164%	+$11.2M	0.01%	293
2026 Q2	$6.65M	Buy	204,658 +16,958	+9%	+$538K	﹤0.01%	396
2026 Q1	$5.68M	Buy	187,700 +82,640	+79%	+$2.66M	0.01%	411
2025 Q4	$3.25M	Sell	105,060 -76,200	-42%	-$2.58M	﹤0.01%	476
2025 Q3	$6.82M	Buy	+181,260	New	+$6.59M	0.01%	362

Other funds holding SMA

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

1832 Asset Management's SMA Position: Q3 2026 in Review

1832 Asset Management increased its SmartStop Self Storage REIT (SMA) stake by 164% in Q3 2026, buying an estimated $11.2M and bringing the position to 539,804 shares worth $17.4M. The position accounts for 0.01% of the portfolio, ranked #293.

1832 Asset Management first reported a position in SMA in Q3 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

1832 Asset Management held 539,804 shares of SmartStop Self Storage REIT worth $17.4M as of Q3 2026.
1832 Asset Management bought 335,146 SmartStop Self Storage REIT shares in Q3 2026, an estimated $11.2M.
SmartStop Self Storage REIT made up 0.01% of 1832 Asset Management's portfolio in Q3 2026, its #293 holding.
1832 Asset Management first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 5 quarters since.
137 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on 1832 Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.