UBS AM
SMA

UBS AM’s SmartStop Self Storage REIT SMA Stock Holding History

UBS AM’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 		$7.7M Buy
236,822
+21,959
+10% +$696K ﹤0.01% 1391
2026
Q1 		$6.51M Buy
214,863
+189,879
+760% +$6.1M ﹤0.01% 1430
2025
Q4 		$773K Sell
24,984
-6,116
-20% -$207K ﹤0.01% 2219
2025
Q3 		$1.17M Buy
+31,100
New +$1.13M ﹤0.01% 1955

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

UBS AM's SMA Position: Q2 2026 in Review

UBS AM increased its SmartStop Self Storage REIT (SMA) stake by 10% in Q2 2026, buying an estimated $696K and bringing the position to 236,822 shares worth $7.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

UBS AM 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.

  • UBS AM held 236,822 shares of SmartStop Self Storage REIT worth $7.7M as of Q2 2026.
  • UBS AM bought 21,959 SmartStop Self Storage REIT shares in Q2 2026, an estimated $696K.
  • SmartStop Self Storage REIT made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1391 holding.
  • UBS AM 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 UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.