DPIM
SMA

Duff & Phelps Investment Management’s SmartStop Self Storage REIT SMA Stock Holding History

Duff & Phelps Investment 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 		$31.4M Buy
967,028
+135,273
+16% +$4.29M 0.3% 84
2026
Q1 		$25.2M Sell
831,755
-267,945
-24% -$8.61M 0.26% 87
2025
Q4 		$34M Buy
1,099,700
+140,153
+15% +$4.74M 0.39% 81
2025
Q3 		$36.1M Buy
959,547
+3,100
+0.3% +$113K 0.41% 78
2025
Q2 		$34.7M Buy
+956,447
New +$33.7M 0.41% 74

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

Duff & Phelps Investment Management's SMA Position: Q2 2026 in Review

Duff & Phelps Investment Management increased its SmartStop Self Storage REIT (SMA) stake by 16% in Q2 2026, buying an estimated $4.29M and bringing the position to 967,028 shares worth $31.4M. The position accounts for 0.3% of the portfolio, ranked #84.

Duff & Phelps Investment Management first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $36.1M in Q3 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Duff & Phelps Investment Management held 967,028 shares of SmartStop Self Storage REIT worth $31.4M as of Q2 2026.
  • Duff & Phelps Investment Management bought 135,273 SmartStop Self Storage REIT shares in Q2 2026, an estimated $4.29M.
  • SmartStop Self Storage REIT made up 0.3% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #84 holding.
  • Duff & Phelps Investment Management first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Duff & Phelps Investment Management's SmartStop Self Storage REIT position peaked at $36.1M in Q3 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.