Marshall Wace
SMA

Marshall Wace’s SmartStop Self Storage REIT SMA Stock Holding History

Marshall Wace’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
Q3 		– Sell
-22,913
Closed -$830K – 3527
2025
Q2 		$830K Buy
+22,913
New +$808K ﹤0.01% 1929

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Marshall Wace's SMA Position: Q3 2025 in Review

Marshall Wace sold out of SmartStop Self Storage REIT (SMA) in Q3 2025, closing a stake of 22,913 shares — an estimated $830K sold.

Marshall Wace first reported a position in SMA in Q2 2025 and held it in 1 quarter. The position peaked at $830K in Q2 2025. 161 funds tracked by Wall St. Rank hold SMA as of Q3 2025.

  • Marshall Wace reported no remaining SmartStop Self Storage REIT position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 22,913 SmartStop Self Storage REIT shares in Q3 2025, an estimated $830K.
  • Marshall Wace first reported a position in SmartStop Self Storage REIT in Q2 2025 and held it in 1 quarter.
  • Marshall Wace's SmartStop Self Storage REIT position peaked at $830K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.