Wellington Management Group
SMA

Wellington Management Group’s SmartStop Self Storage REIT SMA Stock Holding History

Wellington Management 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
Q1 		– Sell
-1,414,451
Closed -$43.8M – 2034
2025
Q4 		$43.8M Buy
1,414,451
+218,386
+18% +$7.39M 0.01% 766
2025
Q3 		$45M Buy
1,196,065
+233,313
+24% +$8.48M 0.01% 760
2025
Q2 		$34.9M Buy
+962,752
New +$33.9M 0.01% 779

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 $6.73T AUM 46.02% 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 $204B AUM 27.99% 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 $3.37T AUM 44.26% 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

Wellington Management Group's SMA Position: Q1 2026 in Review

Wellington Management Group sold out of SmartStop Self Storage REIT (SMA) in Q1 2026, closing a stake of 1,414,451 shares — an estimated $43.8M sold.

Wellington Management Group first reported a position in SMA in Q2 2025 and held it in 3 quarters. The position peaked at $45M in Q3 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Wellington Management Group reported no remaining SmartStop Self Storage REIT position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 1,414,451 SmartStop Self Storage REIT shares in Q1 2026, an estimated $43.8M.
  • Wellington Management Group first reported a position in SmartStop Self Storage REIT in Q2 2025 and held it in 3 quarters.
  • Wellington Management Group's SmartStop Self Storage REIT position peaked at $45M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

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