SS
SMA

Sunbelt Securities’s SmartStop Self Storage REIT SMA Stock Holding History

Sunbelt Securities’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
Q1 		$3.06K Buy
101
+1
+1% +$32 ﹤0.01% 1811
2025
Q4 		$3.09K Buy
+100
New +$3.38K ﹤0.01% 1760

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

Sunbelt Securities's SMA Position: Q1 2026 in Review

Sunbelt Securities increased its SmartStop Self Storage REIT (SMA) stake by 1% in Q1 2026, buying an estimated $32 and bringing the position to 101 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Sunbelt Securities first reported a position in SMA in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.09K in Q4 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Sunbelt Securities held 101 shares of SmartStop Self Storage REIT worth $3.06K as of Q1 2026.
  • Sunbelt Securities bought 1 SmartStop Self Storage REIT share in Q1 2026, an estimated $32.
  • SmartStop Self Storage REIT made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1811 holding.
  • Sunbelt Securities first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's SmartStop Self Storage REIT position peaked at $3.09K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.