Argosy-Lionbridge Management’s SmartStop Self Storage REIT SMA Stock Holding History

Argosy-Lionbridge 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 Q2	$5.75M	Buy	+176,787	New	+$5.6M	3.61%	10

Other funds holding SMA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Argosy-Lionbridge Management's SMA Position: Q2 2026 in Review

Argosy-Lionbridge Management opened a new position in SmartStop Self Storage REIT (SMA) in Q2 2026: 176,787 shares worth $5.75M. The stake represents 3.61% of the portfolio and ranks #10 among its holdings.

259 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Argosy-Lionbridge Management held 176,787 shares of SmartStop Self Storage REIT worth $5.75M as of Q2 2026.
SmartStop Self Storage REIT was a new Argosy-Lionbridge Management position in Q2 2026.
SmartStop Self Storage REIT made up 3.61% of Argosy-Lionbridge Management's portfolio in Q2 2026, its #10 holding.
259 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Argosy-Lionbridge Management's 13F filing for Q2 2026, filed 14 Aug 2026.