Geode Capital Management
SMA icon

Geode Capital Management’s SmartStop Self Storage REIT SMA Stock Holding History

Geode Capital Management’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
Q3 		$50.8M Buy
1,577,893
+3,687
+0.2% +$123K ﹤0.01% 1579
2026
Q2 		$51.2M Buy
1,574,206
+138,338
+10% +$4.39M ﹤0.01% 1614
2026
Q1 		$43.5M Buy
1,435,868
+429,316
+43% +$13.8M ﹤0.01% 1569
2025
Q4 		$31.1M Buy
1,006,552
+293,605
+41% +$9.9M ﹤0.01% 1766
2025
Q3 		$26.8M Buy
712,947
+45,187
+7% +$1.64M ﹤0.01% 1851
2025
Q2 		$24.2M Buy
+667,760
New +$23.5M ﹤0.01% 1861

Other funds holding SMA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Geode Capital Management's SMA Position: Q3 2026 in Review

Geode Capital Management increased its SmartStop Self Storage REIT (SMA) stake by 0.23% in Q3 2026, buying an estimated $123K and bringing the position to 1,577,893 shares worth $50.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Geode Capital Management first reported a position in SMA in Q2 2025 and has held it in 6 quarters since. The position peaked at $51.2M in Q2 2026. 211 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Geode Capital Management held 1,577,893 shares of SmartStop Self Storage REIT worth $50.8M as of Q3 2026.
  • Geode Capital Management bought 3,687 SmartStop Self Storage REIT shares in Q3 2026, an estimated $123K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #1579 holding.
  • Geode Capital Management first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 6 quarters since.
  • Geode Capital Management's SmartStop Self Storage REIT position peaked at $51.2M in Q2 2026.
  • 211 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.