Morgan Stanley
SMA

Morgan Stanley’s SmartStop Self Storage REIT SMA Stock Holding History

Morgan Stanley’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 		$6.4M Sell
196,846
-147,109
-43% -$4.66M ﹤0.01% 4055
2026
Q1 		$10.4M Buy
343,955
+208,915
+155% +$6.71M ﹤0.01% 3540
2025
Q4 		$4.18M Buy
135,040
+22,831
+20% +$773K ﹤0.01% 4320
2025
Q3 		$4.22M Buy
112,209
+68,418
+156% +$2.49M ﹤0.01% 4285
2025
Q2 		$1.59M Buy
+43,791
New +$1.54M ﹤0.01% 4856

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

Morgan Stanley's SMA Position: Q2 2026 in Review

Morgan Stanley reduced its SmartStop Self Storage REIT (SMA) stake by 43% in Q2 2026, selling an estimated $4.66M and leaving 196,846 shares worth $6.4M. The position accounts for ﹤0.01% of the portfolio, ranked #4055.

Morgan Stanley first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.4M in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Morgan Stanley held 196,846 shares of SmartStop Self Storage REIT worth $6.4M as of Q2 2026.
  • Morgan Stanley sold 147,109 SmartStop Self Storage REIT shares in Q2 2026, an estimated $4.66M.
  • SmartStop Self Storage REIT made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4055 holding.
  • Morgan Stanley first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Morgan Stanley's SmartStop Self Storage REIT position peaked at $10.4M in Q1 2026.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.