Principal Financial Group
SMA

Principal Financial Group’s SmartStop Self Storage REIT SMA Stock Holding History

Principal Financial Group’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 		$104M Buy
3,205,785
+609,652
+23% +$19.3M 0.05% 282
2026
Q1 		$78.6M Buy
2,596,133
+528,974
+26% +$17M 0.04% 355
2025
Q4 		$64M Buy
2,067,159
+2,047,400
+10,362% +$69.3M 0.03% 394
2025
Q3 		$744K Buy
+19,759
New +$718K ﹤0.01% 1982

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Principal Financial Group's SMA Position: Q2 2026 in Review

Principal Financial Group increased its SmartStop Self Storage REIT (SMA) stake by 23% in Q2 2026, buying an estimated $19.3M and bringing the position to 3,205,785 shares worth $104M. The position accounts for 0.05% of the portfolio, ranked #282.

Principal Financial Group first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Principal Financial Group held 3,205,785 shares of SmartStop Self Storage REIT worth $104M as of Q2 2026.
  • Principal Financial Group bought 609,652 SmartStop Self Storage REIT shares in Q2 2026, an estimated $19.3M.
  • SmartStop Self Storage REIT made up 0.05% of Principal Financial Group's portfolio in Q2 2026, its #282 holding.
  • Principal Financial Group first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.