Daiwa Securities Group
SMA

Daiwa Securities Group’s SmartStop Self Storage REIT SMA Stock Holding History

Daiwa Securities Group’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 		$798K Sell
24,568
-175,180
-88% -$5.55M ﹤0.01% 877
2026
Q1 		$6.05M Sell
199,748
-88,721
-31% -$2.85M 0.02% 421
2025
Q4 		$8.93M Sell
288,469
-57,162
-17% -$1.93M 0.03% 338
2025
Q3 		$13M Buy
345,631
+31,773
+10% +$1.16M 0.04% 242
2025
Q2 		$11.4M Buy
+313,858
New +$11.1M 0.04% 255

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

Daiwa Securities Group's SMA Position: Q2 2026 in Review

Daiwa Securities Group reduced its SmartStop Self Storage REIT (SMA) stake by 88% in Q2 2026, selling an estimated $5.55M and leaving 24,568 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Daiwa Securities Group first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $13M in Q3 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Daiwa Securities Group held 24,568 shares of SmartStop Self Storage REIT worth $798K as of Q2 2026.
  • Daiwa Securities Group sold 175,180 SmartStop Self Storage REIT shares in Q2 2026, an estimated $5.55M.
  • SmartStop Self Storage REIT made up ﹤0.01% of Daiwa Securities Group's portfolio in Q2 2026, its #877 holding.
  • Daiwa Securities Group first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Daiwa Securities Group's SmartStop Self Storage REIT position peaked at $13M in Q3 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Daiwa Securities Group's 13F filing for Q2 2026, filed 31 Jul 2026.