Barclays
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Barclays’s SmartStop Self Storage REIT SMA Stock Holding History

Barclays’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
Q3 		$2.24M Buy
69,425
+19,508
+39% +$650K ﹤0.01% 2528
2026
Q2 		$1.62M Buy
49,917
+34,692
+228% +$1.1M ﹤0.01% 2471
2026
Q1 		$461K Sell
15,225
-33,401
-69% -$1.07M ﹤0.01% 3234
2025
Q4 		$1.5M Sell
48,626
-11,617
-19% -$393K ﹤0.01% 3131
2025
Q3 		$2.27M Sell
60,243
-29,927
-33% -$1.09M ﹤0.01% 2802
2025
Q2 		$3.27M Buy
+90,170
New +$3.18M ﹤0.01% 2466

Other funds holding SMA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays's SMA Position: Q3 2026 in Review

Barclays increased its SmartStop Self Storage REIT (SMA) stake by 39% in Q3 2026, buying an estimated $650K and bringing the position to 69,425 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

Barclays first reported a position in SMA in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.27M in Q2 2025. 150 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Barclays held 69,425 shares of SmartStop Self Storage REIT worth $2.24M as of Q3 2026.
  • Barclays bought 19,508 SmartStop Self Storage REIT shares in Q3 2026, an estimated $650K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #2528 holding.
  • Barclays first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 6 quarters since.
  • Barclays's SmartStop Self Storage REIT position peaked at $3.27M in Q2 2025.
  • 150 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.