NEI
SMA

Northwest & Ethical Investments’s SmartStop Self Storage REIT SMA Stock Holding History

Northwest & Ethical Investments’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 		$135K Sell
4,102
-6,745
-62% -$214K ﹤0.01% 452
2026
Q1 		$329K Buy
10,847
+972
+10% +$31.2K 0.01% 445
2025
Q4 		$310K Sell
9,875
-1,075
-10% -$36.4K 0.01% 441
2025
Q3 		$408K Buy
10,950
+4,750
+77% +$173K 0.01% 420
2025
Q2 		$224K Buy
+6,200
New +$219K 0.01% 448

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

Northwest & Ethical Investments's SMA Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its SmartStop Self Storage REIT (SMA) stake by 62% in Q2 2026, selling an estimated $214K and leaving 4,102 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Northwest & Ethical Investments first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $408K in Q3 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Northwest & Ethical Investments held 4,102 shares of SmartStop Self Storage REIT worth $135K as of Q2 2026.
  • Northwest & Ethical Investments sold 6,745 SmartStop Self Storage REIT shares in Q2 2026, an estimated $214K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #452 holding.
  • Northwest & Ethical Investments first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Northwest & Ethical Investments's SmartStop Self Storage REIT position peaked at $408K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.