SEI Investments’s SmartStop Self Storage REIT SMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.6M Sell
172,447
-15,700
-8% -$498K ﹤0.01% 1447
2026
Q1
$5.7M Buy
188,147
+21,200
+13% +$681K 0.01% 1461
2025
Q4
$5.17M Buy
166,947
+33,650
+25% +$1.14M 0.01% 1356
2025
Q3
$5.02M Buy
133,297
+13,882
+12% +$505K 0.01% 1295
2025
Q2
$4.33M Buy
+119,415
New +$4.21M 0.01% 1327

Other funds holding SMA

SEI Investments's SMA Position: Q2 2026 in Review

SEI Investments reduced its SmartStop Self Storage REIT (SMA) stake by 8.3% in Q2 2026, selling an estimated $498K and leaving 172,447 shares worth $5.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

SEI Investments first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.7M in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • SEI Investments held 172,447 shares of SmartStop Self Storage REIT worth $5.6M as of Q2 2026.
  • SEI Investments sold 15,700 SmartStop Self Storage REIT shares in Q2 2026, an estimated $498K.
  • SmartStop Self Storage REIT made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #1447 holding.
  • SEI Investments first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • SEI Investments's SmartStop Self Storage REIT position peaked at $5.7M in Q1 2026.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.