IIM
SMA

INTECH Investment Management’s SmartStop Self Storage REIT SMA Stock Holding History

INTECH Investment 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 		$378K Buy
11,619
+344
+3% +$10.9K ﹤0.01% 1475
2026
Q1 		$341K Hold
11,275
– – ﹤0.01% 1516
2025
Q4 		$349K Buy
11,275
+2,158
+24% +$73K ﹤0.01% 1679
2025
Q3 		$343K Sell
9,117
-3,944
-30% -$143K ﹤0.01% 1765
2025
Q2 		$473K Buy
+13,061
New +$460K ﹤0.01% 1637

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

INTECH Investment Management's SMA Position: Q2 2026 in Review

INTECH Investment Management increased its SmartStop Self Storage REIT (SMA) stake by 3.1% in Q2 2026, buying an estimated $10.9K and bringing the position to 11,619 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

INTECH Investment Management first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $473K in Q2 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • INTECH Investment Management held 11,619 shares of SmartStop Self Storage REIT worth $378K as of Q2 2026.
  • INTECH Investment Management bought 344 SmartStop Self Storage REIT shares in Q2 2026, an estimated $10.9K.
  • SmartStop Self Storage REIT made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1475 holding.
  • INTECH Investment Management first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • INTECH Investment Management's SmartStop Self Storage REIT position peaked at $473K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.