Sumitomo Mitsui Trust Group
SMA

Sumitomo Mitsui Trust Group’s SmartStop Self Storage REIT SMA Stock Holding History

Sumitomo Mitsui Trust 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
Q2 		$1.95M Sell
59,857
-1,438
-2% -$45.6K ﹤0.01% 811
2026
Q1 		$1.86M Buy
61,295
+3,876
+7% +$125K ﹤0.01% 798
2025
Q4 		$1.78M Buy
57,419
+23,145
+68% +$783K ﹤0.01% 806
2025
Q3 		$1.29M Buy
+34,274
New +$1.25M ﹤0.01% 840

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

Sumitomo Mitsui Trust Group's SMA Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its SmartStop Self Storage REIT (SMA) stake by 2.3% in Q2 2026, selling an estimated $45.6K and leaving 59,857 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Sumitomo Mitsui Trust Group first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 59,857 shares of SmartStop Self Storage REIT worth $1.95M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 1,438 SmartStop Self Storage REIT shares in Q2 2026, an estimated $45.6K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #811 holding.
  • Sumitomo Mitsui Trust Group first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.