CIAM
SMA

Caitong International Asset Management’s SmartStop Self Storage REIT SMA Stock Holding History

Caitong International Asset Management’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 		$545 Buy
+18
New +$578 ﹤0.01% 1620
2025
Q4 		– Sell
-494
Closed -$18.6K – 2483
2025
Q3 		$18.6K Buy
494
+454
+1,135% +$16.5K 0.01% 743
2025
Q2 		$1.45K Buy
+40
New +$1.41K ﹤0.01% 1483

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Caitong International Asset Management's SMA Position: Q1 2026 in Review

Caitong International Asset Management opened a new position in SmartStop Self Storage REIT (SMA) in Q1 2026: 18 shares worth $545. The stake represents ﹤0.01% of the portfolio and ranks #1620 among its holdings. This is a return to the name: Caitong International Asset Management previously reported a position in SMA as recently as Q3 2025.

Caitong International Asset Management first reported a position in SMA in Q2 2025 and has held it in 3 quarters since. The position peaked at $18.6K in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Caitong International Asset Management held 18 shares of SmartStop Self Storage REIT worth $545 as of Q1 2026.
  • SmartStop Self Storage REIT was a new Caitong International Asset Management position in Q1 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of Caitong International Asset Management's portfolio in Q1 2026, its #1620 holding.
  • Caitong International Asset Management first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 3 quarters since.
  • Caitong International Asset Management's SmartStop Self Storage REIT position peaked at $18.6K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.