AIM
SMA

Anchor Investment Management’s SmartStop Self Storage REIT SMA Stock Holding History

Anchor Investment 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
Q1 		$30.3K Hold
1,000
– – ﹤0.01% 672
2025
Q4 		$30.9K Buy
+1,000
New +$33.8K ﹤0.01% 670

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $91.8B AUM 38.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

Anchor Investment Management's SMA Position: Q1 2026 in Review

Anchor Investment Management held its SmartStop Self Storage REIT (SMA) position steady in Q1 2026 at 1,000 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Anchor Investment Management first reported a position in SMA in Q4 2025 and has held it in 2 quarters since. The position peaked at $30.9K in Q4 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Anchor Investment Management held 1,000 shares of SmartStop Self Storage REIT worth $30.3K as of Q1 2026.
  • Anchor Investment Management left its SmartStop Self Storage REIT share count unchanged in Q1 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #672 holding.
  • Anchor Investment Management first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 2 quarters since.
  • Anchor Investment Management's SmartStop Self Storage REIT position peaked at $30.9K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.