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SMA

&Partners’s SmartStop Self Storage REIT SMA Stock Holding History

&Partners’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 		$577K Sell
17,762
-70
-0.4% -$2.22K ﹤0.01% 1754
2026
Q1 		$540K Buy
17,832
+331
+2% +$10.6K ﹤0.01% 1653
2025
Q4 		$541K Buy
+17,501
New +$592K ﹤0.01% 1569

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

&Partners's SMA Position: Q2 2026 in Review

&Partners reduced its SmartStop Self Storage REIT (SMA) stake by 0.39% in Q2 2026, selling an estimated $2.22K and leaving 17,762 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

&Partners first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • &Partners held 17,762 shares of SmartStop Self Storage REIT worth $577K as of Q2 2026.
  • &Partners sold 70 SmartStop Self Storage REIT shares in Q2 2026, an estimated $2.22K.
  • SmartStop Self Storage REIT made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1754 holding.
  • &Partners first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.