Vanguard Portfolio Management
SMA

Vanguard Portfolio Management’s SmartStop Self Storage REIT SMA Stock Holding History

Vanguard Portfolio Management’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 		$94.2M Buy
2,899,665
+112,013
+4% +$3.55M ﹤0.01% 1523
2026
Q1 		$84.4M Buy
+2,787,652
New +$89.6M ﹤0.01% 1501

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management's SMA Position: Q2 2026 in Review

Vanguard Portfolio Management increased its SmartStop Self Storage REIT (SMA) stake by 4% in Q2 2026, buying an estimated $3.55M and bringing the position to 2,899,665 shares worth $94.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Vanguard Portfolio Management first reported a position in SMA in Q1 2026 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Vanguard Portfolio Management held 2,899,665 shares of SmartStop Self Storage REIT worth $94.2M as of Q2 2026.
  • Vanguard Portfolio Management bought 112,013 SmartStop Self Storage REIT shares in Q2 2026, an estimated $3.55M.
  • SmartStop Self Storage REIT made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #1523 holding.
  • Vanguard Portfolio Management first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.