MC
SMA

Maverick Capital’s SmartStop Self Storage REIT SMA Stock Holding History

Maverick Capital’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 		$684K Sell
22,583
-136,980
-86% -$4.4M 0.01% 191
2025
Q4 		$4.94M Buy
159,563
+65,967
+70% +$2.23M 0.05% 77
2025
Q3 		$3.52M Sell
93,596
-68,354
-42% -$2.49M 0.05% 102
2025
Q2 		$5.87M Buy
+161,950
New +$5.71M 0.09% 58

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Prudential Financial
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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

Maverick Capital's SMA Position: Q1 2026 in Review

Maverick Capital reduced its SmartStop Self Storage REIT (SMA) stake by 86% in Q1 2026, selling an estimated $4.4M and leaving 22,583 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #191.

Maverick Capital first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.87M in Q2 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Maverick Capital held 22,583 shares of SmartStop Self Storage REIT worth $684K as of Q1 2026.
  • Maverick Capital sold 136,980 SmartStop Self Storage REIT shares in Q1 2026, an estimated $4.4M.
  • SmartStop Self Storage REIT made up 0.01% of Maverick Capital's portfolio in Q1 2026, its #191 holding.
  • Maverick Capital first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
  • Maverick Capital's SmartStop Self Storage REIT position peaked at $5.87M in Q2 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Maverick Capital's 13F filing for Q1 2026, filed 15 May 2026.