FGP
SMA

Freestone Grove Partners’s SmartStop Self Storage REIT SMA Stock Holding History

Freestone Grove Partners’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 		$374K Buy
+11,521
New +$365K ﹤0.01% 716
2026
Q1 		– Sell
-148,332
Closed -$4.59M – 1215
2025
Q4 		$4.59M Sell
148,332
-20,341
-12% -$688K 0.03% 352
2025
Q3 		$6.35M Buy
168,673
+21,616
+15% +$786K 0.05% 323
2025
Q2 		$5.33M Buy
+147,057
New +$5.18M 0.04% 322

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

Freestone Grove Partners's SMA Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in SmartStop Self Storage REIT (SMA) in Q2 2026: 11,521 shares worth $374K. The stake represents ﹤0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in SMA as recently as Q4 2025.

Freestone Grove Partners first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.35M in Q3 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Freestone Grove Partners held 11,521 shares of SmartStop Self Storage REIT worth $374K as of Q2 2026.
  • SmartStop Self Storage REIT was a new Freestone Grove Partners position in Q2 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #716 holding.
  • Freestone Grove Partners first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
  • Freestone Grove Partners's SmartStop Self Storage REIT position peaked at $6.35M in Q3 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.