GRP
SMA

Global Retirement Partners’s SmartStop Self Storage REIT SMA Stock Holding History

Global Retirement 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 		$4.65K Buy
+143
New +$4.53K ﹤0.01% 3715
2025
Q4 		$11.5K Buy
372
+313
+531% +$10.6K ﹤0.01% 3100
2025
Q3 		$2.22K Hold
59
– – ﹤0.01% 3292
2025
Q2 		$2.14K Buy
+59
New +$2.08K ﹤0.01% 3216

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

Global Retirement Partners's SMA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in SmartStop Self Storage REIT (SMA) in Q2 2026: 143 shares worth $4.65K. The stake represents ﹤0.01% of the portfolio and ranks #3715 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SMA as recently as Q4 2025.

Global Retirement Partners first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.5K in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Global Retirement Partners held 143 shares of SmartStop Self Storage REIT worth $4.65K as of Q2 2026.
  • SmartStop Self Storage REIT was a new Global Retirement Partners position in Q2 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3715 holding.
  • Global Retirement Partners first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's SmartStop Self Storage REIT position peaked at $11.5K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.