GFM
SMA

GF Fund Management’s SmartStop Self Storage REIT SMA Stock Holding History

GF Fund 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
Q1 		$14.4K Sell
476
-38
-7% -$1.22K ﹤0.01% 529
2025
Q4 		$15.9K Sell
514
-10
-2% -$338 ﹤0.01% 532
2025
Q3 		$19.7K Buy
+524
New +$19.1K ﹤0.01% 489

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

GF Fund Management's SMA Position: Q1 2026 in Review

GF Fund Management reduced its SmartStop Self Storage REIT (SMA) stake by 7.4% in Q1 2026, selling an estimated $1.22K and leaving 476 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

GF Fund Management first reported a position in SMA in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.7K in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • GF Fund Management held 476 shares of SmartStop Self Storage REIT worth $14.4K as of Q1 2026.
  • GF Fund Management sold 38 SmartStop Self Storage REIT shares in Q1 2026, an estimated $1.22K.
  • SmartStop Self Storage REIT made up ﹤0.01% of GF Fund Management's portfolio in Q1 2026, its #529 holding.
  • GF Fund Management first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 3 quarters since.
  • GF Fund Management's SmartStop Self Storage REIT position peaked at $19.7K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on GF Fund Management's 13F filing for Q1 2026, filed 15 Apr 2026.