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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Schroder Investment Management Group's SMA Position: Q1 2026 in Review

Schroder Investment Management Group reduced its SmartStop Self Storage REIT (SMA) stake by 16% in Q1 2026, selling an estimated $2.2M and leaving 356,174 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #648.

Schroder Investment Management Group first reported a position in SMA in Q3 2025 and has held it in 3 quarters since. The position peaked at $16M in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Schroder Investment Management Group held 356,174 shares of SmartStop Self Storage REIT worth $10.6M as of Q1 2026.
  • Schroder Investment Management Group sold 68,481 SmartStop Self Storage REIT shares in Q1 2026, an estimated $2.2M.
  • SmartStop Self Storage REIT made up 0.01% of Schroder Investment Management Group's portfolio in Q1 2026, its #648 holding.
  • Schroder Investment Management Group first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 3 quarters since.
  • Schroder Investment Management Group's SmartStop Self Storage REIT position peaked at $16M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.