EGM
SMA

Engineers Gate Manager’s SmartStop Self Storage REIT SMA Stock Holding History

Engineers Gate Manager’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 		$956K Buy
29,430
+5,680
+24% +$180K 0.01% 1112
2026
Q1 		$719K Sell
23,750
-2,820
-11% -$90.6K 0.01% 1212
2025
Q4 		$822K Buy
+26,570
New +$899K 0.01% 1134

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

Engineers Gate Manager's SMA Position: Q2 2026 in Review

Engineers Gate Manager increased its SmartStop Self Storage REIT (SMA) stake by 24% in Q2 2026, buying an estimated $180K and bringing the position to 29,430 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #1112.

Engineers Gate Manager first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Engineers Gate Manager held 29,430 shares of SmartStop Self Storage REIT worth $956K as of Q2 2026.
  • Engineers Gate Manager bought 5,680 SmartStop Self Storage REIT shares in Q2 2026, an estimated $180K.
  • SmartStop Self Storage REIT made up 0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1112 holding.
  • Engineers Gate Manager first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.