Sumitomo Mitsui DS Asset Management’s SmartStop Self Storage REIT SMA Stock Holding History

Sumitomo Mitsui DS Asset Management’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	$422K	Hold	12,997	–	–	﹤0.01%	692
2026 Q1	$394K	Hold	12,997	–	–	﹤0.01%	687
2025 Q4	$402K	Buy	+12,997	New	+$440K	﹤0.01%	678

Other funds holding SMA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Sumitomo Mitsui DS Asset Management's SMA Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 12,997 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Sumitomo Mitsui DS Asset Management first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 12,997 shares of SmartStop Self Storage REIT worth $422K as of Q2 2026.
Sumitomo Mitsui DS Asset Management left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
SmartStop Self Storage REIT made up ﹤0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #692 holding.
Sumitomo Mitsui DS Asset Management first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.