Chilton Capital Management’s SmartStop Self Storage REIT SMA Stock Holding History

Chilton Capital 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 Q3	$7.13M	Buy	220,560 +3,316	+2%	+$110K	0.22%	69
2026 Q2	$7.08M	Sell	217,244 -6,917	-3%	-$219K	0.22%	74
2026 Q1	$6.81M	Buy	224,161 +12,122	+6%	+$390K	0.24%	71
2025 Q4	$6.59M	Buy	212,039 +4,064	+2%	+$138K	0.23%	73
2025 Q3	$7.85M	Sell	207,975 -6,393	-3%	-$232K	0.26%	69
2025 Q2	$7.79M	Buy	+214,368	New	+$7.56M	0.28%	69

Other funds holding SMA

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Chilton Capital Management's SMA Position: Q3 2026 in Review

Chilton Capital Management increased its SmartStop Self Storage REIT (SMA) stake by 1.5% in Q3 2026, buying an estimated $110K and bringing the position to 220,560 shares worth $7.13M. The position accounts for 0.22% of the portfolio, ranked #69.

Chilton Capital Management first reported a position in SMA in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.85M in Q3 2025. 195 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

Chilton Capital Management held 220,560 shares of SmartStop Self Storage REIT worth $7.13M as of Q3 2026.
Chilton Capital Management bought 3,316 SmartStop Self Storage REIT shares in Q3 2026, an estimated $110K.
SmartStop Self Storage REIT made up 0.22% of Chilton Capital Management's portfolio in Q3 2026, its #69 holding.
Chilton Capital Management first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 6 quarters since.
Chilton Capital Management's SmartStop Self Storage REIT position peaked at $7.85M in Q3 2025.
195 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Chilton Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.