Invesco
SMA

Invesco’s SmartStop Self Storage REIT SMA Stock Holding History

Invesco’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 		$3.59M Buy
110,364
+34,582
+46% +$1.1M ﹤0.01% 2351
2026
Q1 		$2.29M Buy
75,782
+52,842
+230% +$1.7M ﹤0.01% 2484
2025
Q4 		$710K Buy
22,940
+1,956
+9% +$66.2K ﹤0.01% 3056
2025
Q3 		$790K Buy
20,984
+4,355
+26% +$158K ﹤0.01% 3035
2025
Q2 		$602K Buy
+16,629
New +$586K ﹤0.01% 3078

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

Invesco's SMA Position: Q2 2026 in Review

Invesco increased its SmartStop Self Storage REIT (SMA) stake by 46% in Q2 2026, buying an estimated $1.1M and bringing the position to 110,364 shares worth $3.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

Invesco first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Invesco held 110,364 shares of SmartStop Self Storage REIT worth $3.59M as of Q2 2026.
  • Invesco bought 34,582 SmartStop Self Storage REIT shares in Q2 2026, an estimated $1.1M.
  • SmartStop Self Storage REIT made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #2351 holding.
  • Invesco first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.