BlackRock
SMA

BlackRock’s SmartStop Self Storage REIT SMA Stock Holding History

BlackRock’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 		$156M Buy
5,142,310
+1,672,088
+48% +$53.7M ﹤0.01% 1825
2025
Q4 		$107M Sell
3,470,222
-282,081
-8% -$9.54M ﹤0.01% 2068
2025
Q3 		$141M Sell
3,752,303
-361,533
-9% -$13.1M ﹤0.01% 1881
2025
Q2 		$149M Buy
+4,113,836
New +$145M ﹤0.01% 1797

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BlackRock's SMA Position: Q1 2026 in Review

BlackRock increased its SmartStop Self Storage REIT (SMA) stake by 48% in Q1 2026, buying an estimated $53.7M and bringing the position to 5,142,310 shares worth $156M. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

BlackRock first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • BlackRock held 5,142,310 shares of SmartStop Self Storage REIT worth $156M as of Q1 2026.
  • BlackRock bought 1,672,088 SmartStop Self Storage REIT shares in Q1 2026, an estimated $53.7M.
  • SmartStop Self Storage REIT made up ﹤0.01% of BlackRock's portfolio in Q1 2026, its #1825 holding.
  • BlackRock first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on BlackRock's 13F filing for Q1 2026, filed 13 May 2026.