PTC
SMA

Private Trust Company’s SmartStop Self Storage REIT SMA Stock Holding History

Private Trust Company’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 		$5.39K Buy
178
+54
+44% +$1.74K ﹤0.01% 2177
2025
Q4 		$3.84K Hold
124
– – ﹤0.01% 2225
2025
Q3 		$4.67K Buy
+124
New +$4.51K ﹤0.01% 2167

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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

Private Trust Company's SMA Position: Q1 2026 in Review

Private Trust Company increased its SmartStop Self Storage REIT (SMA) stake by 44% in Q1 2026, buying an estimated $1.74K and bringing the position to 178 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Private Trust Company 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.

  • Private Trust Company held 178 shares of SmartStop Self Storage REIT worth $5.39K as of Q1 2026.
  • Private Trust Company bought 54 SmartStop Self Storage REIT shares in Q1 2026, an estimated $1.74K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #2177 holding.
  • Private Trust Company 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 Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.