Vanguard Group
SMA

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

Vanguard 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
2025
Q4 		$111M Buy
3,576,922
+1,967,321
+122% +$66.6M ﹤0.01% 1828
2025
Q3 		$60.6M Buy
1,609,601
+43,733
+3% +$1.59M ﹤0.01% 2068
2025
Q2 		$56.7M Buy
+1,565,868
New +$55.2M ﹤0.01% 2068

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group's SMA Position: Q4 2025 in Review

Vanguard Group increased its SmartStop Self Storage REIT (SMA) stake by 122% in Q4 2025, buying an estimated $66.6M and bringing the position to 3,576,922 shares worth $111M. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Vanguard Group first reported a position in SMA in Q2 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold SMA as of Q4 2025.

  • Vanguard Group held 3,576,922 shares of SmartStop Self Storage REIT worth $111M as of Q4 2025.
  • Vanguard Group bought 1,967,321 SmartStop Self Storage REIT shares in Q4 2025, an estimated $66.6M.
  • SmartStop Self Storage REIT made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #1828 holding.
  • Vanguard Group first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.