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
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

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Principal Financial Group's SMA Position: Q1 2026 in Review

Principal Financial Group increased its SmartStop Self Storage REIT (SMA) stake by 26% in Q1 2026, buying an estimated $17M and bringing the position to 2,596,133 shares worth $78.6M. The position accounts for 0.04% of the portfolio, ranked #355.

Principal Financial Group first reported a position in SMA in Q3 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Principal Financial Group held 2,596,133 shares of SmartStop Self Storage REIT worth $78.6M as of Q1 2026.
  • Principal Financial Group bought 528,974 SmartStop Self Storage REIT shares in Q1 2026, an estimated $17M.
  • SmartStop Self Storage REIT made up 0.04% of Principal Financial Group's portfolio in Q1 2026, its #355 holding.
  • Principal Financial Group first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.