CA
SMA

Cliff Asness’s SmartStop Self Storage REIT SMA Stock Holding History

Cliff Asness’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 		$1.94M Buy
59,799
+40,162
+205% +$1.27M ﹤0.01% 2639
2026
Q1 		$595K Buy
19,637
+7,087
+56% +$228K ﹤0.01% 3038
2025
Q4 		$388K Sell
12,550
-39,929
-76% -$1.35M ﹤0.01% 3048
2025
Q3 		$1.98M Buy
+52,479
New +$1.91M ﹤0.01% 1982

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

Cliff Asness's SMA Position: Q2 2026 in Review

Cliff Asness increased its SmartStop Self Storage REIT (SMA) stake by 205% in Q2 2026, buying an estimated $1.27M and bringing the position to 59,799 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

Cliff Asness first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.98M in Q3 2025. 259 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Cliff Asness held 59,799 shares of SmartStop Self Storage REIT worth $1.94M as of Q2 2026.
  • Cliff Asness bought 40,162 SmartStop Self Storage REIT shares in Q2 2026, an estimated $1.27M.
  • SmartStop Self Storage REIT made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2639 holding.
  • Cliff Asness first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • Cliff Asness's SmartStop Self Storage REIT position peaked at $1.98M in Q3 2025.
  • 259 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.