Bank of America
SMA

Bank of America’s SmartStop Self Storage REIT SMA Stock Holding History

Bank of America’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 		$6.74M Buy
222,586
+77,479
+53% +$2.49M ﹤0.01% 3240
2025
Q4 		$4.49M Sell
145,107
-66,894
-32% -$2.26M ﹤0.01% 3479
2025
Q3 		$7.98M Buy
212,001
+63,527
+43% +$2.31M ﹤0.01% 3531
2025
Q2 		$5.38M Buy
+148,474
New +$5.23M ﹤0.01% 3819

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 $5.72T AUM 30.48% 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 $187B AUM 18.48% 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 $2.9T AUM 29.55% 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

Bank of America's SMA Position: Q1 2026 in Review

Bank of America increased its SmartStop Self Storage REIT (SMA) stake by 53% in Q1 2026, buying an estimated $2.49M and bringing the position to 222,586 shares worth $6.74M. The position accounts for ﹤0.01% of the portfolio, ranked #3240.

Bank of America first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.98M in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Bank of America held 222,586 shares of SmartStop Self Storage REIT worth $6.74M as of Q1 2026.
  • Bank of America bought 77,479 SmartStop Self Storage REIT shares in Q1 2026, an estimated $2.49M.
  • SmartStop Self Storage REIT made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3240 holding.
  • Bank of America first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
  • Bank of America's SmartStop Self Storage REIT position peaked at $7.98M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.