ClearBridge Investments
SMA

ClearBridge Investments’s SmartStop Self Storage REIT SMA Stock Holding History

ClearBridge Investments’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 		$6.88M Buy
211,712
+118
+0.1% +$3.74K 0.01% 544
2026
Q1 		$6.41M Buy
211,594
+27,594
+15% +$887K 0.01% 531
2025
Q4 		$5.69M Sell
184,000
-14,977
-8% -$507K ﹤0.01% 565
2025
Q3 		$7.49M Buy
198,977
+4,605
+2% +$167K 0.01% 548
2025
Q2 		$7.04M Buy
+194,372
New +$6.85M 0.01% 535

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

ClearBridge Investments's SMA Position: Q2 2026 in Review

ClearBridge Investments increased its SmartStop Self Storage REIT (SMA) stake by 0.06% in Q2 2026, buying an estimated $3.74K and bringing the position to 211,712 shares worth $6.88M. The position accounts for 0.01% of the portfolio, ranked #544.

ClearBridge Investments first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.49M in Q3 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • ClearBridge Investments held 211,712 shares of SmartStop Self Storage REIT worth $6.88M as of Q2 2026.
  • ClearBridge Investments bought 118 SmartStop Self Storage REIT shares in Q2 2026, an estimated $3.74K.
  • SmartStop Self Storage REIT made up 0.01% of ClearBridge Investments's portfolio in Q2 2026, its #544 holding.
  • ClearBridge Investments first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • ClearBridge Investments's SmartStop Self Storage REIT position peaked at $7.49M in Q3 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.