Fidelity Investments
SMA

Fidelity Investments’s SmartStop Self Storage REIT SMA Stock Holding History

Fidelity Investments’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 		$166K Buy
5,114
+800
+19% +$25.4K ﹤0.01% 3752
2026
Q1 		$131K Buy
4,314
+2,804
+186% +$90.1K ﹤0.01% 3688
2025
Q4 		$46.7K Buy
1,510
+1,446
+2,259% +$48.9K ﹤0.01% 4149
2025
Q3 		$2.41K Buy
+64
New +$2.33K ﹤0.01% 4912

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

Fidelity Investments's SMA Position: Q2 2026 in Review

Fidelity Investments increased its SmartStop Self Storage REIT (SMA) stake by 19% in Q2 2026, buying an estimated $25.4K and bringing the position to 5,114 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #3752.

Fidelity Investments first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Fidelity Investments held 5,114 shares of SmartStop Self Storage REIT worth $166K as of Q2 2026.
  • Fidelity Investments bought 800 SmartStop Self Storage REIT shares in Q2 2026, an estimated $25.4K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3752 holding.
  • Fidelity Investments first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.