Russell Investments Group
SMA

Russell Investments Group’s SmartStop Self Storage REIT SMA Stock Holding History

Russell Investments Group’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 		$3.89M Buy
119,731
+18,633
+18% +$591K ﹤0.01% 1673
2026
Q1 		$3.06M Sell
101,098
-735,165
-88% -$23.6M ﹤0.01% 1626
2025
Q4 		$25.9M Sell
836,263
-58,358
-7% -$1.97M 0.03% 536
2025
Q3 		$33.7M Buy
894,621
+32,330
+4% +$1.18M 0.04% 449
2025
Q2 		$31.2M Buy
+862,291
New +$30.4M 0.04% 440

Other funds holding SMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group's SMA Position: Q2 2026 in Review

Russell Investments Group increased its SmartStop Self Storage REIT (SMA) stake by 18% in Q2 2026, buying an estimated $591K and bringing the position to 119,731 shares worth $3.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Russell Investments Group first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $33.7M in Q3 2025. 110 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Russell Investments Group held 119,731 shares of SmartStop Self Storage REIT worth $3.89M as of Q2 2026.
  • Russell Investments Group bought 18,633 SmartStop Self Storage REIT shares in Q2 2026, an estimated $591K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #1673 holding.
  • Russell Investments Group first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Russell Investments Group's SmartStop Self Storage REIT position peaked at $33.7M in Q3 2025.
  • 110 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.