BC
SMA

Bayforest Capital’s SmartStop Self Storage REIT SMA Stock Holding History

Bayforest Capital’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 		$186K Sell
5,710
-2,232
-28% -$70.8K 0.17% 196
2026
Q1 		$240K Buy
+7,942
New +$255K 0.27% 68

Other funds holding SMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
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

Bayforest Capital's SMA Position: Q2 2026 in Review

Bayforest Capital reduced its SmartStop Self Storage REIT (SMA) stake by 28% in Q2 2026, selling an estimated $70.8K and leaving 5,710 shares worth $186K. The position accounts for 0.17% of the portfolio, ranked #196.

Bayforest Capital first reported a position in SMA in Q1 2026 and has held it in 2 quarters since. The position peaked at $240K in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Bayforest Capital held 5,710 shares of SmartStop Self Storage REIT worth $186K as of Q2 2026.
  • Bayforest Capital sold 2,232 SmartStop Self Storage REIT shares in Q2 2026, an estimated $70.8K.
  • SmartStop Self Storage REIT made up 0.17% of Bayforest Capital's portfolio in Q2 2026, its #196 holding.
  • Bayforest Capital first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 2 quarters since.
  • Bayforest Capital's SmartStop Self Storage REIT position peaked at $240K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.