RhumbLine Advisers’s SmartStop Self Storage REIT SMA Stock Holding History

RhumbLine Advisers’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 Q3	$2.61M	Sell	80,990 -76	-0.1%	-$2.53K	﹤0.01%	1764
2026 Q2	$2.63M	Buy	81,066 +10,099	+14%	+$320K	﹤0.01%	1799
2026 Q1	$2.15M	Buy	70,967 +32,986	+87%	+$1.06M	﹤0.01%	1816
2025 Q4	$1.18M	Sell	37,981 -5,739	-13%	-$194K	﹤0.01%	2143
2025 Q3	$1.65M	Sell	43,720 -780	-2%	-$28.4K	﹤0.01%	2009
2025 Q2	$1.61M	Buy	+44,500	New	+$1.57M	﹤0.01%	2001

Other funds holding SMA

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

RhumbLine Advisers's SMA Position: Q3 2026 in Review

RhumbLine Advisers reduced its SmartStop Self Storage REIT (SMA) stake by 0.09% in Q3 2026, selling an estimated $2.53K and leaving 80,990 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

RhumbLine Advisers first reported a position in SMA in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.63M in Q2 2026. 169 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

RhumbLine Advisers held 80,990 shares of SmartStop Self Storage REIT worth $2.61M as of Q3 2026.
RhumbLine Advisers sold 76 SmartStop Self Storage REIT shares in Q3 2026, an estimated $2.53K.
SmartStop Self Storage REIT made up ﹤0.01% of RhumbLine Advisers's portfolio in Q3 2026, its #1764 holding.
RhumbLine Advisers first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 6 quarters since.
RhumbLine Advisers's SmartStop Self Storage REIT position peaked at $2.63M in Q2 2026.
169 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on RhumbLine Advisers's 13F filing for Q3 2026, filed 10 Nov 2026.