CL
SMA

Choreo LLC’s SmartStop Self Storage REIT SMA Stock Holding History

Choreo LLC’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 		$6.52M Buy
200,728
+21,989
+12% +$697K 0.07% 193
2026
Q1 		$5.44M Buy
178,739
+85,009
+91% +$2.73M 0.07% 205
2025
Q4 		$2.94M Buy
+93,730
New +$3.17M 0.04% 287

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

Choreo LLC's SMA Position: Q2 2026 in Review

Choreo LLC increased its SmartStop Self Storage REIT (SMA) stake by 12% in Q2 2026, buying an estimated $697K and bringing the position to 200,728 shares worth $6.52M. The position accounts for 0.07% of the portfolio, ranked #193.

Choreo LLC first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Choreo LLC held 200,728 shares of SmartStop Self Storage REIT worth $6.52M as of Q2 2026.
  • Choreo LLC bought 21,989 SmartStop Self Storage REIT shares in Q2 2026, an estimated $697K.
  • SmartStop Self Storage REIT made up 0.07% of Choreo LLC's portfolio in Q2 2026, its #193 holding.
  • Choreo LLC first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.