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
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

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldentree Asset Management's SMA Position: Q1 2026 in Review

Goldentree Asset Management increased its SmartStop Self Storage REIT (SMA) stake by 14% in Q1 2026, buying an estimated $5.25M and bringing the position to 1,329,575 shares worth $40.2M. The position accounts for 2.38% of the portfolio, ranked #17.

Goldentree Asset Management first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $44.4M in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Goldentree Asset Management held 1,329,575 shares of SmartStop Self Storage REIT worth $40.2M as of Q1 2026.
  • Goldentree Asset Management bought 163,500 SmartStop Self Storage REIT shares in Q1 2026, an estimated $5.25M.
  • SmartStop Self Storage REIT made up 2.38% of Goldentree Asset Management's portfolio in Q1 2026, its #17 holding.
  • Goldentree Asset Management first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
  • Goldentree Asset Management's SmartStop Self Storage REIT position peaked at $44.4M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Goldentree Asset Management's 13F filing for Q1 2026, filed 14 May 2026.