Voloridge Investment Management
SMA

Voloridge Investment Management’s SmartStop Self Storage REIT SMA Stock Holding History

Voloridge Investment 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
Q1 		– Sell
-11,473
Closed -$355K – 1350
2025
Q4 		$355K Sell
11,473
-1,883
-14% -$63.7K ﹤0.01% 1077
2025
Q3 		$503K Buy
+13,356
New +$486K ﹤0.01% 1098

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VPM
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Principal Financial Group
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Prudential Financial
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VCM
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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

Voloridge Investment Management's SMA Position: Q1 2026 in Review

Voloridge Investment Management sold out of SmartStop Self Storage REIT (SMA) in Q1 2026, closing a stake of 11,473 shares — an estimated $355K sold.

Voloridge Investment Management first reported a position in SMA in Q3 2025 and held it in 2 quarters. The position peaked at $503K in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Voloridge Investment Management reported no remaining SmartStop Self Storage REIT position as of Q1 2026 after selling out during the quarter.
  • Voloridge Investment Management sold 11,473 SmartStop Self Storage REIT shares in Q1 2026, an estimated $355K.
  • Voloridge Investment Management first reported a position in SmartStop Self Storage REIT in Q3 2025 and held it in 2 quarters.
  • Voloridge Investment Management's SmartStop Self Storage REIT position peaked at $503K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.