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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

UBS AM's SMA Position: Q1 2026 in Review

UBS AM increased its SmartStop Self Storage REIT (SMA) stake by 760% in Q1 2026, buying an estimated $6.1M and bringing the position to 214,863 shares worth $6.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

UBS AM first reported a position in SMA in Q3 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • UBS AM held 214,863 shares of SmartStop Self Storage REIT worth $6.51M as of Q1 2026.
  • UBS AM bought 189,879 SmartStop Self Storage REIT shares in Q1 2026, an estimated $6.1M.
  • SmartStop Self Storage REIT made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1430 holding.
  • UBS AM first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.