CS
SMA

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

Capital Square’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 		$362K Buy
11,159
+2
+0% +$64 0.17% 138
2025
Q4 		$345K Sell
11,157
-3,798
-25% -$129K 0.18% 129
2025
Q3 		$563K Buy
14,955
+2,295
+18% +$83.4K 0.29% 87
2025
Q2 		$457K Buy
+12,660
New +$446K 0.24% 102

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

Capital Square's SMA Position: Q1 2026 in Review

Capital Square increased its SmartStop Self Storage REIT (SMA) stake by 0.02% in Q1 2026, buying an estimated $64 and bringing the position to 11,159 shares worth $362K. The position accounts for 0.17% of the portfolio, ranked #138.

Capital Square first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $563K in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Capital Square held 11,159 shares of SmartStop Self Storage REIT worth $362K as of Q1 2026.
  • Capital Square bought 2 SmartStop Self Storage REIT shares in Q1 2026, an estimated $64.
  • SmartStop Self Storage REIT made up 0.17% of Capital Square's portfolio in Q1 2026, its #138 holding.
  • Capital Square first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
  • Capital Square's SmartStop Self Storage REIT position peaked at $563K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.