UBS Group
SMA

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

UBS 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 		$8.6M Sell
264,581
-6,935
-3% -$220K ﹤0.01% 3613
2026
Q1 		$8.22M Buy
271,516
+77,791
+40% +$2.5M ﹤0.01% 3559
2025
Q4 		$5.99M Sell
193,725
-66,062
-25% -$2.24M ﹤0.01% 3838
2025
Q3 		$9.78M Sell
259,787
-193,133
-43% -$7.02M ﹤0.01% 3315
2025
Q2 		$16.4M Buy
+452,920
New +$16M ﹤0.01% 2582

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 Group's SMA Position: Q2 2026 in Review

UBS Group reduced its SmartStop Self Storage REIT (SMA) stake by 2.6% in Q2 2026, selling an estimated $220K and leaving 264,581 shares worth $8.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3613.

UBS Group first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.4M in Q2 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • UBS Group held 264,581 shares of SmartStop Self Storage REIT worth $8.6M as of Q2 2026.
  • UBS Group sold 6,935 SmartStop Self Storage REIT shares in Q2 2026, an estimated $220K.
  • SmartStop Self Storage REIT made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3613 holding.
  • UBS Group first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • UBS Group's SmartStop Self Storage REIT position peaked at $16.4M in Q2 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.