Aberdeen Group’s SmartStop Self Storage REIT SMA Stock Holding History

Aberdeen Group’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	$11.3M	Sell	348,725 -392,822	-53%	-$12.5M	0.02%	572
2026 Q1	$22.5M	Sell	741,547 -225,389	-23%	-$7.24M	0.04%	395
2025 Q4	$29.9M	Buy	966,936 +149,391	+18%	+$5.05M	0.05%	321
2025 Q3	$30.4M	Buy	817,545 +354,521	+77%	+$12.9M	0.05%	310
2025 Q2	$16.3M	Buy	+463,024	New	+$16.3M	0.03%	470

Other funds holding SMA

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group's SMA Position: Q2 2026 in Review

Aberdeen Group reduced its SmartStop Self Storage REIT (SMA) stake by 53% in Q2 2026, selling an estimated $12.5M and leaving 348,725 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #572.

Aberdeen Group first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.4M in Q3 2025. 64 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Aberdeen Group held 348,725 shares of SmartStop Self Storage REIT worth $11.3M as of Q2 2026.
Aberdeen Group sold 392,822 SmartStop Self Storage REIT shares in Q2 2026, an estimated $12.5M.
SmartStop Self Storage REIT made up 0.02% of Aberdeen Group's portfolio in Q2 2026, its #572 holding.
Aberdeen Group first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
Aberdeen Group's SmartStop Self Storage REIT position peaked at $30.4M in Q3 2025.
64 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.