AllianceBernstein
SMA

AllianceBernstein’s SmartStop Self Storage REIT SMA Stock Holding History

AllianceBernstein’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 		$1.98M Sell
65,427
-320
-0.5% -$10.1K ﹤0.01% 2050
2026
Q1 		$2.03M Buy
65,747
+33,031
+101% +$1.06M ﹤0.01% 1999
2025
Q4 		$1.01M Buy
32,716
+3,916
+14% +$133K ﹤0.01% 2335
2025
Q3 		$1.08M Hold
28,800
– – ﹤0.01% 2312
2025
Q2 		$1.04M Buy
+28,800
New +$1.02M ﹤0.01% 2261

Other funds holding SMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

AllianceBernstein's SMA Position: Q2 2026 in Review

AllianceBernstein reduced its SmartStop Self Storage REIT (SMA) stake by 0.49% in Q2 2026, selling an estimated $10.1K and leaving 65,427 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

AllianceBernstein first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.03M in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • AllianceBernstein held 65,427 shares of SmartStop Self Storage REIT worth $1.98M as of Q2 2026.
  • AllianceBernstein sold 320 SmartStop Self Storage REIT shares in Q2 2026, an estimated $10.1K.
  • SmartStop Self Storage REIT made up ﹤0.01% of AllianceBernstein's portfolio in Q2 2026, its #2050 holding.
  • AllianceBernstein first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • AllianceBernstein's SmartStop Self Storage REIT position peaked at $2.03M in Q1 2026.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.