JG
SMA

Jain Global’s SmartStop Self Storage REIT SMA Stock Holding History

Jain Global’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 		$2.13M Buy
+65,572
New +$2.08M 0.01% 764
2026
Q1 		– Sell
-12,975
Closed -$401K – 1739
2025
Q4 		$401K Buy
+12,975
New +$439K ﹤0.01% 878

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

Jain Global's SMA Position: Q2 2026 in Review

Jain Global opened a new position in SmartStop Self Storage REIT (SMA) in Q2 2026: 65,572 shares worth $2.13M. The stake represents 0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Jain Global previously reported a position in SMA as recently as Q4 2025.

Jain Global first reported a position in SMA in Q4 2025 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Jain Global held 65,572 shares of SmartStop Self Storage REIT worth $2.13M as of Q2 2026.
  • SmartStop Self Storage REIT was a new Jain Global position in Q2 2026.
  • SmartStop Self Storage REIT made up 0.01% of Jain Global's portfolio in Q2 2026, its #764 holding.
  • Jain Global first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

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