Jeff Yass’s SmartStop Self Storage REIT SMA Stock Holding History

Jeff Yass’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	$8.06M	Buy	247,877 +226,359	+1,052%	+$7.18M	﹤0.01%	3743
2026 Q1	$652K	Buy	+21,518	New	+$691K	﹤0.01%	8981
2025 Q3	–	Sell	-34,108	Closed	-$1.24M	–	14306
2025 Q2	$1.24M	Buy	+34,108	New	+$1.2M	﹤0.01%	6898

Other funds holding SMA

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Jeff Yass's SMA Position: Q2 2026 in Review

Jeff Yass increased its SmartStop Self Storage REIT (SMA) stake by 1,052% in Q2 2026, buying an estimated $7.18M and bringing the position to 247,877 shares worth $8.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3743.

Jeff Yass first reported a position in SMA in Q2 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Jeff Yass held 247,877 shares of SmartStop Self Storage REIT worth $8.06M as of Q2 2026.
Jeff Yass bought 226,359 SmartStop Self Storage REIT shares in Q2 2026, an estimated $7.18M.
SmartStop Self Storage REIT made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3743 holding.
Jeff Yass first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 3 quarters since.
260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.