Capstone Investment Advisors
SMA

Capstone Investment Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

Capstone Investment Advisors’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
2025
Q4 		– Sell
-15,867
Closed -$597K – 2144
2025
Q3 		$597K Buy
+15,867
New +$577K ﹤0.01% 1275

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Capstone Investment Advisors's SMA Position: Q4 2025 in Review

Capstone Investment Advisors sold out of SmartStop Self Storage REIT (SMA) in Q4 2025, closing a stake of 15,867 shares — an estimated $597K sold.

Capstone Investment Advisors first reported a position in SMA in Q3 2025 and held it in 1 quarter. The position peaked at $597K in Q3 2025. 240 funds tracked by Wall St. Rank hold SMA as of Q4 2025.

  • Capstone Investment Advisors reported no remaining SmartStop Self Storage REIT position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 15,867 SmartStop Self Storage REIT shares in Q4 2025, an estimated $597K.
  • Capstone Investment Advisors first reported a position in SmartStop Self Storage REIT in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's SmartStop Self Storage REIT position peaked at $597K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.