OCBCO
SMA

Oversea-Chinese Banking Corp (OCBC)’s SmartStop Self Storage REIT SMA Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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 		$2.19M Sell
67,432
-36,880
-35% -$1.17M 0.05% 192
2026
Q1 		$3.16M Sell
104,312
-3,961
-4% -$127K 0.09% 155
2025
Q4 		$3.35M Buy
108,273
+30,158
+39% +$1.02M 0.09% 134
2025
Q3 		$2.94M Sell
78,115
-1,081
-1% -$39.3K 0.07% 143
2025
Q2 		$2.87M Buy
+79,196
New +$2.79M 0.08% 139

Other funds holding SMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC)'s SMA Position: Q2 2026 in Review

Oversea-Chinese Banking Corp (OCBC) reduced its SmartStop Self Storage REIT (SMA) stake by 35% in Q2 2026, selling an estimated $1.17M and leaving 67,432 shares worth $2.19M. The position accounts for 0.05% of the portfolio, ranked #192.

Oversea-Chinese Banking Corp (OCBC) first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.35M in Q4 2025. 133 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Oversea-Chinese Banking Corp (OCBC) held 67,432 shares of SmartStop Self Storage REIT worth $2.19M as of Q2 2026.
  • Oversea-Chinese Banking Corp (OCBC) sold 36,880 SmartStop Self Storage REIT shares in Q2 2026, an estimated $1.17M.
  • SmartStop Self Storage REIT made up 0.05% of Oversea-Chinese Banking Corp (OCBC)'s portfolio in Q2 2026, its #192 holding.
  • Oversea-Chinese Banking Corp (OCBC) first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Oversea-Chinese Banking Corp (OCBC)'s SmartStop Self Storage REIT position peaked at $3.35M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q2 2026, filed 11 Aug 2026.