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
Q2 		$408K Buy
12,372
+1,213
+11% +$38.5K 0.18% 123
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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

Capital Square's SMA Position: Q2 2026 in Review

Capital Square increased its SmartStop Self Storage REIT (SMA) stake by 11% in Q2 2026, buying an estimated $38.5K and bringing the position to 12,372 shares worth $408K. The position accounts for 0.18% of the portfolio, ranked #123.

Capital Square first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $563K in Q3 2025. 259 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Capital Square held 12,372 shares of SmartStop Self Storage REIT worth $408K as of Q2 2026.
  • Capital Square bought 1,213 SmartStop Self Storage REIT shares in Q2 2026, an estimated $38.5K.
  • SmartStop Self Storage REIT made up 0.18% of Capital Square's portfolio in Q2 2026, its #123 holding.
  • Capital Square first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Capital Square's SmartStop Self Storage REIT position peaked at $563K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.