IC
SMA

IEQ Capital’s SmartStop Self Storage REIT SMA Stock Holding History

IEQ Capital’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 		– Sell
-11,763
Closed -$443K – 2042
2025
Q3 		$443K Buy
+11,763
New +$428K ﹤0.01% 1357

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

IEQ Capital's SMA Position: Q4 2025 in Review

IEQ Capital sold out of SmartStop Self Storage REIT (SMA) in Q4 2025, closing a stake of 11,763 shares — an estimated $443K sold.

IEQ Capital first reported a position in SMA in Q3 2025 and held it in 1 quarter. The position peaked at $443K in Q3 2025. 240 funds tracked by Wall St. Rank hold SMA as of Q4 2025.

  • IEQ Capital reported no remaining SmartStop Self Storage REIT position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 11,763 SmartStop Self Storage REIT shares in Q4 2025, an estimated $443K.
  • IEQ Capital first reported a position in SmartStop Self Storage REIT in Q3 2025 and held it in 1 quarter.
  • IEQ Capital's SmartStop Self Storage REIT position peaked at $443K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.