Jim Simons
SMA

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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Jim Simons's SMA Position: Q4 2025 in Review

Jim Simons sold out of SmartStop Self Storage REIT (SMA) in Q4 2025, closing a stake of 40,580 shares — an estimated $1.53M sold.

Jim Simons first reported a position in SMA in Q2 2025 and held it in 2 quarters. The position peaked at $1.53M in Q3 2025. 240 funds tracked by Wall St. Rank hold SMA as of Q4 2025.

  • Jim Simons reported no remaining SmartStop Self Storage REIT position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 40,580 SmartStop Self Storage REIT shares in Q4 2025, an estimated $1.53M.
  • Jim Simons first reported a position in SmartStop Self Storage REIT in Q2 2025 and held it in 2 quarters.
  • Jim Simons's SmartStop Self Storage REIT position peaked at $1.53M in Q3 2025.
  • 240 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.