CI Investments Inc
SMA

CI Investments Inc’s SmartStop Self Storage REIT SMA Stock Holding History

CI Investments Inc’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 		$5.6M Sell
184,922
-20,251
-10% -$651K 0.03% 286
2025
Q4 		$6.35M Buy
205,173
+45,173
+28% +$1.53M 0.03% 267
2025
Q3 		$6.02M Buy
160,000
+200
+0.1% +$7.27K 0.02% 279
2025
Q2 		$5.79M Buy
+159,800
New +$5.63M 0.02% 290

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 $6.73T AUM 46.02% 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 $204B AUM 27.99% 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 $3.37T AUM 44.26% 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

CI Investments Inc's SMA Position: Q1 2026 in Review

CI Investments Inc reduced its SmartStop Self Storage REIT (SMA) stake by 9.9% in Q1 2026, selling an estimated $651K and leaving 184,922 shares worth $5.6M. The position accounts for 0.03% of the portfolio, ranked #286.

CI Investments Inc first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.35M in Q4 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • CI Investments Inc held 184,922 shares of SmartStop Self Storage REIT worth $5.6M as of Q1 2026.
  • CI Investments Inc sold 20,251 SmartStop Self Storage REIT shares in Q1 2026, an estimated $651K.
  • SmartStop Self Storage REIT made up 0.03% of CI Investments Inc's portfolio in Q1 2026, its #286 holding.
  • CI Investments Inc first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
  • CI Investments Inc's SmartStop Self Storage REIT position peaked at $6.35M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.