Legal & General Group’s SmartStop Self Storage REIT SMA Stock Holding History

Legal & General Group’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 Q1	$5.91M	Buy	195,304 +165,397	+553%	+$5.31M	﹤0.01%	1419
2025 Q4	$925K	Sell	29,907 -70	-0.2%	-$2.37K	﹤0.01%	2238
2025 Q3	$1.13M	Sell	29,977 -17,407	-37%	-$633K	﹤0.01%	2205
2025 Q2	$1.72M	Buy	+47,384	New	+$1.67M	﹤0.01%	2026

Other funds holding SMA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAM

Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Legal & General Group's SMA Position: Q1 2026 in Review

Legal & General Group increased its SmartStop Self Storage REIT (SMA) stake by 553% in Q1 2026, buying an estimated $5.31M and bringing the position to 195,304 shares worth $5.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Legal & General Group first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

Legal & General Group held 195,304 shares of SmartStop Self Storage REIT worth $5.91M as of Q1 2026.
Legal & General Group bought 165,397 SmartStop Self Storage REIT shares in Q1 2026, an estimated $5.31M.
SmartStop Self Storage REIT made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #1419 holding.
Legal & General Group first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.