KLP Kapitalforvaltning’s SmartStop Self Storage REIT SMA Stock Holding History

KLP Kapitalforvaltning’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 Q3	$394K	Hold	12,200	–	–	﹤0.01%	1589
2026 Q2	$398K	Hold	12,200	–	–	﹤0.01%	1609
2026 Q1	$371K	Buy	12,200 +5,700	+88%	+$183K	﹤0.01%	1565
2025 Q4	$202K	Hold	6,500	–	–	﹤0.01%	1836
2025 Q3	$245K	Buy	+6,500	New	+$236K	﹤0.01%	1738

Other funds holding SMA

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

KLP Kapitalforvaltning's SMA Position: Q3 2026 in Review

KLP Kapitalforvaltning held its SmartStop Self Storage REIT (SMA) position steady in Q3 2026 at 12,200 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

KLP Kapitalforvaltning first reported a position in SMA in Q3 2025 and has held it in 5 quarters since. The position peaked at $398K in Q2 2026. 137 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

KLP Kapitalforvaltning held 12,200 shares of SmartStop Self Storage REIT worth $394K as of Q3 2026.
KLP Kapitalforvaltning left its SmartStop Self Storage REIT share count unchanged in Q3 2026.
SmartStop Self Storage REIT made up ﹤0.01% of KLP Kapitalforvaltning's portfolio in Q3 2026, its #1589 holding.
KLP Kapitalforvaltning first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 5 quarters since.
KLP Kapitalforvaltning's SmartStop Self Storage REIT position peaked at $398K in Q2 2026.
137 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q3 2026, filed 10 Nov 2026.