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 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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 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

Norges Bank Oslo, Norway $1T AUM

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

RhumbLine Advisers's SMA Position: Q2 2026 in Review

RhumbLine Advisers increased its SmartStop Self Storage REIT (SMA) stake by 14% in Q2 2026, buying an estimated $320K and bringing the position to 81,066 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

RhumbLine Advisers first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

RhumbLine Advisers held 81,066 shares of SmartStop Self Storage REIT worth $2.63M as of Q2 2026.
RhumbLine Advisers bought 10,099 SmartStop Self Storage REIT shares in Q2 2026, an estimated $320K.
SmartStop Self Storage REIT made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #1799 holding.
RhumbLine Advisers first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.