Franklin Resources
SMA

Franklin Resources’s SmartStop Self Storage REIT SMA Stock Holding History

Franklin Resources’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 		$2.54M Sell
78,220
-14,189
-15% -$450K ﹤0.01% 1914
2026
Q1 		$2.8M Sell
92,409
-3,555
-4% -$114K ﹤0.01% 1781
2025
Q4 		$2.97M Buy
95,964
+39,807
+71% +$1.35M ﹤0.01% 1634
2025
Q3 		$2.11M Buy
56,157
+1,093
+2% +$39.7K ﹤0.01% 1752
2025
Q2 		$1.99M Buy
+55,064
New +$1.94M ﹤0.01% 1708

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

Franklin Resources's SMA Position: Q2 2026 in Review

Franklin Resources reduced its SmartStop Self Storage REIT (SMA) stake by 15% in Q2 2026, selling an estimated $450K and leaving 78,220 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Franklin Resources first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.97M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Franklin Resources held 78,220 shares of SmartStop Self Storage REIT worth $2.54M as of Q2 2026.
  • Franklin Resources sold 14,189 SmartStop Self Storage REIT shares in Q2 2026, an estimated $450K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1914 holding.
  • Franklin Resources first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Franklin Resources's SmartStop Self Storage REIT position peaked at $2.97M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.