Prudential Financial
SMA

Prudential Financial’s SmartStop Self Storage REIT SMA Stock Holding History

Prudential Financial’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 		$33.6M Sell
1,034,596
-1,318,440
-56% -$41.8M 0.04% 311
2026
Q1 		$71.2M Sell
2,353,036
-598,369
-20% -$19.2M 0.09% 183
2025
Q4 		$91.3M Sell
2,951,405
-229,960
-7% -$7.78M 0.11% 153
2025
Q3 		$120M Buy
3,181,365
+124,949
+4% +$4.54M 0.14% 129
2025
Q2 		$111M Buy
+3,056,416
New +$108M 0.14% 137

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

Prudential Financial's SMA Position: Q2 2026 in Review

Prudential Financial reduced its SmartStop Self Storage REIT (SMA) stake by 56% in Q2 2026, selling an estimated $41.8M and leaving 1,034,596 shares worth $33.6M. The position accounts for 0.04% of the portfolio, ranked #311.

Prudential Financial first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $120M in Q3 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Prudential Financial held 1,034,596 shares of SmartStop Self Storage REIT worth $33.6M as of Q2 2026.
  • Prudential Financial sold 1,318,440 SmartStop Self Storage REIT shares in Q2 2026, an estimated $41.8M.
  • SmartStop Self Storage REIT made up 0.04% of Prudential Financial's portfolio in Q2 2026, its #311 holding.
  • Prudential Financial first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Prudential Financial's SmartStop Self Storage REIT position peaked at $120M in Q3 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Prudential Financial's 13F filing for Q2 2026, filed 12 Aug 2026.