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

Crossingbridge 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	$813K	Sell	25,000 -5,000	-17%	-$159K	0.14%	108
2026 Q1	$908K	Buy	30,000 +10,000	+50%	+$321K	0.16%	103
2025 Q4	$630K	Buy	20,000 +15,000	+300%	+$508K	0.18%	75
2025 Q3	$188K	Sell	5,000 -5,000	-50%	-$182K	0.1%	63
2025 Q2	$361K	Buy	+10,000	New	+$353K	0.32%	53

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

Crossingbridge Advisors's SMA Position: Q2 2026 in Review

Crossingbridge Advisors reduced its SmartStop Self Storage REIT (SMA) stake by 17% in Q2 2026, selling an estimated $159K and leaving 25,000 shares worth $813K. The position accounts for 0.14% of the portfolio, ranked #108.

Crossingbridge Advisors first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $908K in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Crossingbridge Advisors held 25,000 shares of SmartStop Self Storage REIT worth $813K as of Q2 2026.
Crossingbridge Advisors sold 5,000 SmartStop Self Storage REIT shares in Q2 2026, an estimated $159K.
SmartStop Self Storage REIT made up 0.14% of Crossingbridge Advisors's portfolio in Q2 2026, its #108 holding.
Crossingbridge Advisors first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
Crossingbridge Advisors's SmartStop Self Storage REIT position peaked at $908K in Q1 2026.
260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

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