Jim Simons
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Jim Simons’s SmartStop Self Storage REIT SMA Stock Holding History

Jim Simons’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 		$1.61M Buy
+49,600
New +$1.57M ﹤0.01% 2090
2025
Q4 		– Sell
-40,580
Closed -$1.53M – 3911
2025
Q3 		$1.53M Buy
40,580
+2,680
+7% +$97.4K ﹤0.01% 2248
2025
Q2 		$1.37M Buy
+37,900
New +$1.34M ﹤0.01% 2331

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 $3.38T AUM 44.17% 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
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Jim Simons's SMA Position: Q2 2026 in Review

Jim Simons opened a new position in SmartStop Self Storage REIT (SMA) in Q2 2026: 49,600 shares worth $1.61M. The stake represents ﹤0.01% of the portfolio and ranks #2090 among its holdings. This is a return to the name: Jim Simons previously reported a position in SMA as recently as Q3 2025.

Jim Simons first reported a position in SMA in Q2 2025 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Jim Simons held 49,600 shares of SmartStop Self Storage REIT worth $1.61M as of Q2 2026.
  • SmartStop Self Storage REIT was a new Jim Simons position in Q2 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2090 holding.
  • Jim Simons first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.