Geode Capital Management
SMA

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
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% +$9.93M ﹤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 $6.73T 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management's SMA Position: Q2 2026 in Review

Geode Capital Management increased its SmartStop Self Storage REIT (SMA) stake by 9.6% in Q2 2026, buying an estimated $4.39M and bringing the position to 1,574,206 shares worth $51.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Geode Capital Management first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Geode Capital Management held 1,574,206 shares of SmartStop Self Storage REIT worth $51.2M as of Q2 2026.
  • Geode Capital Management bought 138,338 SmartStop Self Storage REIT shares in Q2 2026, an estimated $4.39M.
  • SmartStop Self Storage REIT made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1614 holding.
  • Geode Capital Management first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • 241 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.