AIP
SMA

Ameritas Investment Partners’s SmartStop Self Storage REIT SMA Stock Holding History

Ameritas Investment Partners’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 		$167K Buy
5,126
+571
+13% +$18.1K ﹤0.01% 1518
2026
Q1 		$138K Buy
4,555
+1,947
+75% +$62.6K ﹤0.01% 1495
2025
Q4 		$80.7K Hold
2,608
– – ﹤0.01% 1827
2025
Q3 		$98.2K Sell
2,608
-282
-10% -$10.3K ﹤0.01% 1708
2025
Q2 		$105K Buy
+2,890
New +$102K ﹤0.01% 1727

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

Ameritas Investment Partners's SMA Position: Q2 2026 in Review

Ameritas Investment Partners increased its SmartStop Self Storage REIT (SMA) stake by 13% in Q2 2026, buying an estimated $18.1K and bringing the position to 5,126 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Ameritas Investment Partners first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Ameritas Investment Partners held 5,126 shares of SmartStop Self Storage REIT worth $167K as of Q2 2026.
  • Ameritas Investment Partners bought 571 SmartStop Self Storage REIT shares in Q2 2026, an estimated $18.1K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1518 holding.
  • Ameritas Investment Partners first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.