GHI
SMA

Gross & Hartman Investments’s SmartStop Self Storage REIT SMA Stock Holding History

Gross & Hartman Investments’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 		$219K Hold
6,729
– – 0.1% 75
2026
Q1 		$204K Buy
+6,729
New +$216K 0.11% 70

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

Gross & Hartman Investments's SMA Position: Q2 2026 in Review

Gross & Hartman Investments held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 6,729 shares worth $219K. The position accounts for 0.1% of the portfolio, ranked #75.

Gross & Hartman Investments first reported a position in SMA in Q1 2026 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Gross & Hartman Investments held 6,729 shares of SmartStop Self Storage REIT worth $219K as of Q2 2026.
  • Gross & Hartman Investments left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
  • SmartStop Self Storage REIT made up 0.1% of Gross & Hartman Investments's portfolio in Q2 2026, its #75 holding.
  • Gross & Hartman Investments first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.