BCMLT
SMA

Beacon Capital Management LLC (Tennessee)’s SmartStop Self Storage REIT SMA Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$533K Sell
16,400
-5,866
-26% -$186K 0.08% 91
2026
Q1 		$674K Sell
22,266
-18,715
-46% -$601K 0.12% 69
2025
Q4 		$1.27M Buy
+40,981
New +$1.39M 0.2% 40

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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

Beacon Capital Management LLC (Tennessee)'s SMA Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its SmartStop Self Storage REIT (SMA) stake by 26% in Q2 2026, selling an estimated $186K and leaving 16,400 shares worth $533K. The position accounts for 0.08% of the portfolio, ranked #91.

Beacon Capital Management LLC (Tennessee) first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 16,400 shares of SmartStop Self Storage REIT worth $533K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) sold 5,866 SmartStop Self Storage REIT shares in Q2 2026, an estimated $186K.
  • SmartStop Self Storage REIT made up 0.08% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #91 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s SmartStop Self Storage REIT position peaked at $1.27M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.