AB
SMA

Amalgamated Bank’s SmartStop Self Storage REIT SMA Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-981
Closed -$30K – 2936
2025
Q4 		$30K Buy
981
+14
+1% +$474 ﹤0.01% 1974
2025
Q3 		$36K Hold
967
– – ﹤0.01% 1943
2025
Q2 		$35K Buy
+967
New +$34.1K ﹤0.01% 1932

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Amalgamated Bank's SMA Position: Q1 2026 in Review

Amalgamated Bank sold out of SmartStop Self Storage REIT (SMA) in Q1 2026, closing a stake of 981 shares — an estimated $30K sold.

Amalgamated Bank first reported a position in SMA in Q2 2025 and held it in 3 quarters. The position peaked at $36K in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Amalgamated Bank reported no remaining SmartStop Self Storage REIT position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 981 SmartStop Self Storage REIT shares in Q1 2026, an estimated $30K.
  • Amalgamated Bank first reported a position in SmartStop Self Storage REIT in Q2 2025 and held it in 3 quarters.
  • Amalgamated Bank's SmartStop Self Storage REIT position peaked at $36K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.