GSI Capital Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

GSI Capital Advisors’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	–	Sell	-124,919	Closed	-$3.86M	–	34
2025 Q4	$3.86M	Sell	124,919 -72,533	-37%	-$2.45M	2.16%	21
2025 Q3	$7.43M	Buy	197,452 +83,448	+73%	+$3.03M	4.2%	8
2025 Q2	$4.13M	Buy	+114,004	New	+$4.02M	2.21%	20

Other funds holding SMA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GAM

Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

GSI Capital Advisors's SMA Position: Q1 2026 in Review

GSI Capital Advisors sold out of SmartStop Self Storage REIT (SMA) in Q1 2026, closing a stake of 124,919 shares — an estimated $3.86M sold.

GSI Capital Advisors first reported a position in SMA in Q2 2025 and held it in 3 quarters. The position peaked at $7.43M in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

GSI Capital Advisors reported no remaining SmartStop Self Storage REIT position as of Q1 2026 after selling out during the quarter.
GSI Capital Advisors sold 124,919 SmartStop Self Storage REIT shares in Q1 2026, an estimated $3.86M.
GSI Capital Advisors first reported a position in SmartStop Self Storage REIT in Q2 2025 and held it in 3 quarters.
GSI Capital Advisors's SmartStop Self Storage REIT position peaked at $7.43M in Q3 2025.
256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on GSI Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.