LIP
SMA

Lighthouse Investment Partners’s SmartStop Self Storage REIT SMA Stock Holding History

Lighthouse Investment Partners’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 		$6.21M Buy
191,173
+81,673
+75% +$2.59M 0.17% 171
2026
Q1 		$3.32M Sell
109,500
-90,500
-45% -$2.91M 0.12% 258
2025
Q4 		$6.19M Buy
200,000
+136,000
+213% +$4.6M 0.19% 154
2025
Q3 		$2.41M Sell
64,000
-109,500
-63% -$3.98M 0.07% 310
2025
Q2 		$6.29M Buy
+173,500
New +$6.12M 0.24% 132

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

Lighthouse Investment Partners's SMA Position: Q2 2026 in Review

Lighthouse Investment Partners increased its SmartStop Self Storage REIT (SMA) stake by 75% in Q2 2026, buying an estimated $2.59M and bringing the position to 191,173 shares worth $6.21M. The position accounts for 0.17% of the portfolio, ranked #171.

Lighthouse Investment Partners first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.29M in Q2 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Lighthouse Investment Partners held 191,173 shares of SmartStop Self Storage REIT worth $6.21M as of Q2 2026.
  • Lighthouse Investment Partners bought 81,673 SmartStop Self Storage REIT shares in Q2 2026, an estimated $2.59M.
  • SmartStop Self Storage REIT made up 0.17% of Lighthouse Investment Partners's portfolio in Q2 2026, its #171 holding.
  • Lighthouse Investment Partners first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Lighthouse Investment Partners's SmartStop Self Storage REIT position peaked at $6.29M in Q2 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.