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
2026
Q2 		$2.1M Buy
+64,570
New +$2.05M ﹤0.01% 1831
2025
Q3 		– Sell
-22,913
Closed -$830K – 3527
2025
Q2 		$830K Buy
+22,913
New +$808K ﹤0.01% 1929

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

Marshall Wace's SMA Position: Q2 2026 in Review

Marshall Wace opened a new position in SmartStop Self Storage REIT (SMA) in Q2 2026: 64,570 shares worth $2.1M. The stake represents ﹤0.01% of the portfolio and ranks #1831 among its holdings. This is a return to the name: Marshall Wace previously reported a position in SMA as recently as Q2 2025.

Marshall Wace first reported a position in SMA in Q2 2025 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Marshall Wace held 64,570 shares of SmartStop Self Storage REIT worth $2.1M as of Q2 2026.
  • SmartStop Self Storage REIT was a new Marshall Wace position in Q2 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1831 holding.
  • Marshall Wace first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.