GAM
SMA

Goldentree Asset Management’s SmartStop Self Storage REIT SMA Stock Holding History

Goldentree Asset 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 		$16.3M Sell
501,768
-827,807
-62% -$26.2M 0.95% 25
2026
Q1 		$40.2M Buy
1,329,575
+163,500
+14% +$5.25M 2.38% 17
2025
Q4 		$36M Sell
1,166,075
-15,692
-1% -$531K 1.95% 18
2025
Q3 		$44.4M Buy
1,181,767
+232,466
+24% +$8.45M 3.67% 9
2025
Q2 		$34.3M Buy
+949,301
New +$33.5M 3.31% 7

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

Goldentree Asset Management's SMA Position: Q2 2026 in Review

Goldentree Asset Management reduced its SmartStop Self Storage REIT (SMA) stake by 62% in Q2 2026, selling an estimated $26.2M and leaving 501,768 shares worth $16.3M. The position accounts for 0.95% of the portfolio, ranked #25.

Goldentree Asset Management first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $44.4M in Q3 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Goldentree Asset Management held 501,768 shares of SmartStop Self Storage REIT worth $16.3M as of Q2 2026.
  • Goldentree Asset Management sold 827,807 SmartStop Self Storage REIT shares in Q2 2026, an estimated $26.2M.
  • SmartStop Self Storage REIT made up 0.95% of Goldentree Asset Management's portfolio in Q2 2026, its #25 holding.
  • Goldentree Asset Management first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Goldentree Asset Management's SmartStop Self Storage REIT position peaked at $44.4M in Q3 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Goldentree Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.