Simplex Trading
SMA

Simplex Trading’s SmartStop Self Storage REIT SMA Stock Holding History

Simplex Trading’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 		$16K Buy
491
+154
+46% +$4.88K ﹤0.01% 7301
2026
Q1 		$10.2K Buy
+337
New +$10.8K ﹤0.01% 7342

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

Simplex Trading's SMA Position: Q2 2026 in Review

Simplex Trading increased its SmartStop Self Storage REIT (SMA) stake by 46% in Q2 2026, buying an estimated $4.88K and bringing the position to 491 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #7301.

Simplex Trading first reported a position in SMA in Q1 2026 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Simplex Trading held 491 shares of SmartStop Self Storage REIT worth $16K as of Q2 2026.
  • Simplex Trading bought 154 SmartStop Self Storage REIT shares in Q2 2026, an estimated $4.88K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7301 holding.
  • Simplex Trading first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.