JO
SMA

John Overdeck’s SmartStop Self Storage REIT SMA Stock Holding History

John Overdeck’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 		$379K Buy
11,657
+757
+7% +$24K ﹤0.01% 4361
2026
Q1 		$330K Sell
10,900
-7,028
-39% -$226K ﹤0.01% 4014
2025
Q4 		$555K Sell
17,928
-43,539
-71% -$1.47M ﹤0.01% 3246
2025
Q3 		$2.31M Sell
61,467
-75,537
-55% -$2.75M ﹤0.01% 2029
2025
Q2 		$4.96M Buy
+137,004
New +$4.83M 0.01% 1240

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

John Overdeck's SMA Position: Q2 2026 in Review

John Overdeck increased its SmartStop Self Storage REIT (SMA) stake by 6.9% in Q2 2026, buying an estimated $24K and bringing the position to 11,657 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #4361.

John Overdeck first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.96M in Q2 2025. 259 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • John Overdeck held 11,657 shares of SmartStop Self Storage REIT worth $379K as of Q2 2026.
  • John Overdeck bought 757 SmartStop Self Storage REIT shares in Q2 2026, an estimated $24K.
  • SmartStop Self Storage REIT made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4361 holding.
  • John Overdeck first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • John Overdeck's SmartStop Self Storage REIT position peaked at $4.96M in Q2 2025.
  • 259 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.