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

Quartz 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 Q1	–	Sell	-12,933	Closed	-$400K	–	191
2025 Q4	$400K	Buy	+12,933	New	+$438K	0.15%	113

Other funds holding SMA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GAM

Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

Quartz Partners's SMA Position: Q1 2026 in Review

Quartz Partners sold out of SmartStop Self Storage REIT (SMA) in Q1 2026, closing a stake of 12,933 shares — an estimated $400K sold.

Quartz Partners first reported a position in SMA in Q4 2025 and held it in 1 quarter. The position peaked at $400K in Q4 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

Quartz Partners reported no remaining SmartStop Self Storage REIT position as of Q1 2026 after selling out during the quarter.
Quartz Partners sold 12,933 SmartStop Self Storage REIT shares in Q1 2026, an estimated $400K.
Quartz Partners first reported a position in SmartStop Self Storage REIT in Q4 2025 and held it in 1 quarter.
Quartz Partners's SmartStop Self Storage REIT position peaked at $400K in Q4 2025.
256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.