Schroder Investment Management Group
SMA

Schroder Investment Management Group’s SmartStop Self Storage REIT SMA Stock Holding History

Schroder Investment Management 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 		$12.3M Buy
375,764
+19,590
+6% +$621K 0.01% 634
2026
Q1 		$10.6M Sell
356,174
-68,481
-16% -$2.2M 0.01% 648
2025
Q4 		$13.3M Sell
424,655
-5,820
-1% -$197K 0.01% 593
2025
Q3 		$16M Buy
+430,475
New +$15.7M 0.01% 581

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

Schroder Investment Management Group's SMA Position: Q2 2026 in Review

Schroder Investment Management Group increased its SmartStop Self Storage REIT (SMA) stake by 5.5% in Q2 2026, buying an estimated $621K and bringing the position to 375,764 shares worth $12.3M. The position accounts for 0.01% of the portfolio, ranked #634.

Schroder Investment Management Group first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. The position peaked at $16M in Q3 2025. 259 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Schroder Investment Management Group held 375,764 shares of SmartStop Self Storage REIT worth $12.3M as of Q2 2026.
  • Schroder Investment Management Group bought 19,590 SmartStop Self Storage REIT shares in Q2 2026, an estimated $621K.
  • SmartStop Self Storage REIT made up 0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #634 holding.
  • Schroder Investment Management Group first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • Schroder Investment Management Group's SmartStop Self Storage REIT position peaked at $16M in Q3 2025.
  • 259 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.