Cresset Asset Management’s SmartStop Self Storage REIT SMA Stock Holding History

Cresset Asset Management’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	$271K	Buy	+8,294	New	+$263K	﹤0.01%	1444
2026 Q1	–	Sell	-8,294	Closed	-$258K	–	1820
2025 Q4	$258K	Hold	8,294	–	–	﹤0.01%	1374
2025 Q3	$313K	Hold	8,294	–	–	﹤0.01%	1216
2025 Q2	$302K	Buy	+8,294	New	+$292K	﹤0.01%	1129

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

Cresset Asset Management's SMA Position: Q2 2026 in Review

Cresset Asset Management opened a new position in SmartStop Self Storage REIT (SMA) in Q2 2026: 8,294 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in SMA as recently as Q4 2025.

Cresset Asset Management first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $313K in Q3 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Cresset Asset Management held 8,294 shares of SmartStop Self Storage REIT worth $271K as of Q2 2026.
SmartStop Self Storage REIT was a new Cresset Asset Management position in Q2 2026.
SmartStop Self Storage REIT made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1444 holding.
Cresset Asset Management first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
Cresset Asset Management's SmartStop Self Storage REIT position peaked at $313K in Q3 2025.
260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

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