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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Fidelity Investments's SMA Position: Q1 2026 in Review

Fidelity Investments increased its SmartStop Self Storage REIT (SMA) stake by 186% in Q1 2026, buying an estimated $90.1K and bringing the position to 4,314 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #3688.

Fidelity Investments first reported a position in SMA in Q3 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Fidelity Investments held 4,314 shares of SmartStop Self Storage REIT worth $131K as of Q1 2026.
  • Fidelity Investments bought 2,804 SmartStop Self Storage REIT shares in Q1 2026, an estimated $90.1K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3688 holding.
  • Fidelity Investments first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.