BAMCO Inc
SMA

BAMCO Inc’s SmartStop Self Storage REIT SMA Stock Holding History

BAMCO Inc’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
2025
Q4 		– Sell
-185,572
Closed -$6.98M – 363
2025
Q3 		$6.98M Sell
185,572
-175,800
-49% -$6.39M 0.02% 246
2025
Q2 		$13.1M Buy
+361,372
New +$12.7M 0.04% 215

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