National Bank of Canada
SMA

National Bank of Canada’s SmartStop Self Storage REIT SMA Stock Holding History

National Bank of Canada’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 		$4.54K Buy
150
+121
+417% +$3.89K ﹤0.01% 2480
2025
Q4 		$896 Sell
29
-176
-86% -$5.96K ﹤0.01% 2639
2025
Q3 		$7.71K Buy
205
+27
+15% +$982 ﹤0.01% 2379
2025
Q2 		$6.45K Buy
+178
New +$6.28K ﹤0.01% 2444

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

National Bank of Canada's SMA Position: Q1 2026 in Review

National Bank of Canada increased its SmartStop Self Storage REIT (SMA) stake by 417% in Q1 2026, buying an estimated $3.89K and bringing the position to 150 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

National Bank of Canada first reported a position in SMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.71K in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • National Bank of Canada held 150 shares of SmartStop Self Storage REIT worth $4.54K as of Q1 2026.
  • National Bank of Canada bought 121 SmartStop Self Storage REIT shares in Q1 2026, an estimated $3.89K.
  • SmartStop Self Storage REIT made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #2480 holding.
  • National Bank of Canada first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 4 quarters since.
  • National Bank of Canada's SmartStop Self Storage REIT position peaked at $7.71K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.