Covestor’s SmartStop Self Storage REIT SMA Stock Holding History

Covestor’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	$0	Buy	14 +10	+250%	+$317	﹤0.01%	2914
2026 Q1	$0	Buy	+4	New	+$129	﹤0.01%	2891

Other funds holding SMA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Covestor's SMA Position: Q2 2026 in Review

Covestor increased its SmartStop Self Storage REIT (SMA) stake by 250% in Q2 2026, buying an estimated $317 and bringing the position to 14 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

Covestor first reported a position in SMA in Q1 2026 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Covestor held 14 shares of SmartStop Self Storage REIT worth $0 as of Q2 2026.
Covestor bought 10 SmartStop Self Storage REIT shares in Q2 2026, an estimated $317.
SmartStop Self Storage REIT made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2914 holding.
Covestor first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 2 quarters since.
260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.