BCI
SMA

Brinker Capital Investments’s SmartStop Self Storage REIT SMA Stock Holding History

Brinker Capital Investments’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 		– Sell
-12,086
Closed -$374K – 2311
2025
Q4 		$374K Buy
+12,086
New +$409K ﹤0.01% 1703

Other funds holding SMA

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

Brinker Capital Investments's SMA Position: Q1 2026 in Review

Brinker Capital Investments sold out of SmartStop Self Storage REIT (SMA) in Q1 2026, closing a stake of 12,086 shares — an estimated $374K sold.

Brinker Capital Investments first reported a position in SMA in Q4 2025 and held it in 1 quarter. The position peaked at $374K in Q4 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Brinker Capital Investments reported no remaining SmartStop Self Storage REIT position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 12,086 SmartStop Self Storage REIT shares in Q1 2026, an estimated $374K.
  • Brinker Capital Investments first reported a position in SmartStop Self Storage REIT in Q4 2025 and held it in 1 quarter.
  • Brinker Capital Investments's SmartStop Self Storage REIT position peaked at $374K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.