Citadel Advisors
SMA

Citadel Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

Citadel 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
2026
Q2 		$5.07M Buy
155,868
+129,042
+481% +$4.09M ﹤0.01% 4704
2026
Q1 		$812K Buy
+26,826
New +$862K ﹤0.01% 8145
2025
Q4 		– Sell
-22,033
Closed -$829K – 14585
2025
Q3 		$829K Sell
22,033
-1,128,387
-98% -$41M ﹤0.01% 7952
2025
Q2 		$41.7M Buy
+1,150,420
New +$40.6M 0.01% 1380

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

Citadel Advisors's SMA Position: Q2 2026 in Review

Citadel Advisors increased its SmartStop Self Storage REIT (SMA) stake by 481% in Q2 2026, buying an estimated $4.09M and bringing the position to 155,868 shares worth $5.07M. The position accounts for ﹤0.01% of the portfolio, ranked #4704.

Citadel Advisors first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $41.7M in Q2 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Citadel Advisors held 155,868 shares of SmartStop Self Storage REIT worth $5.07M as of Q2 2026.
  • Citadel Advisors bought 129,042 SmartStop Self Storage REIT shares in Q2 2026, an estimated $4.09M.
  • SmartStop Self Storage REIT made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #4704 holding.
  • Citadel Advisors first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
  • Citadel Advisors's SmartStop Self Storage REIT position peaked at $41.7M in Q2 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.