Squarepoint
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Squarepoint’s SmartStop Self Storage REIT SMA Stock Holding History

Squarepoint’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
Q3 		$237K Sell
7,375
-9,541
-56% -$318K ﹤0.01% 3957
2026
Q2 		$550K Buy
+16,916
New +$536K ﹤0.01% 3363
2026
Q1 		– Sell
-55,850
Closed -$1.73M – 5138
2025
Q4 		$1.73M Buy
+55,850
New +$1.89M ﹤0.01% 2168

Other funds holding SMA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Squarepoint's SMA Position: Q3 2026 in Review

Squarepoint reduced its SmartStop Self Storage REIT (SMA) stake by 56% in Q3 2026, selling an estimated $318K and leaving 7,375 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #3957.

Squarepoint first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.73M in Q4 2025. 173 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Squarepoint held 7,375 shares of SmartStop Self Storage REIT worth $237K as of Q3 2026.
  • Squarepoint sold 9,541 SmartStop Self Storage REIT shares in Q3 2026, an estimated $318K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Squarepoint's portfolio in Q3 2026, its #3957 holding.
  • Squarepoint first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • Squarepoint's SmartStop Self Storage REIT position peaked at $1.73M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Squarepoint's 13F filing for Q3 2026, filed 9 Nov 2026.