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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Global Retirement Partners's SMA Position: Q4 2025 in Review

Global Retirement Partners increased its SmartStop Self Storage REIT (SMA) stake by 531% in Q4 2025, buying an estimated $10.6K and bringing the position to 372 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3100.

Global Retirement Partners first reported a position in SMA in Q2 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold SMA as of Q4 2025.

  • Global Retirement Partners held 372 shares of SmartStop Self Storage REIT worth $11.5K as of Q4 2025.
  • Global Retirement Partners bought 313 SmartStop Self Storage REIT shares in Q4 2025, an estimated $10.6K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3100 holding.
  • Global Retirement Partners first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.