Zimmer Partners’s SmartStop Self Storage REIT SMA Stock Holding History

Zimmer Partners’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	$14.2M	Sell	437,500 -162,500	-27%	-$5.15M	0.33%	65
2026 Q1	$18.2M	Sell	600,000 -31,500	-5%	-$1.01M	0.44%	50
2025 Q4	$19.5M	Sell	631,500 -221,165	-26%	-$7.48M	0.51%	43
2025 Q3	$32.1M	Buy	852,665 +14,056	+2%	+$511K	0.69%	38
2025 Q2	$30.4M	Buy	+838,609	New	+$29.6M	0.66%	36

Other funds holding SMA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Zimmer Partners's SMA Position: Q2 2026 in Review

Zimmer Partners reduced its SmartStop Self Storage REIT (SMA) stake by 27% in Q2 2026, selling an estimated $5.15M and leaving 437,500 shares worth $14.2M. The position accounts for 0.33% of the portfolio, ranked #65.

Zimmer Partners first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $32.1M in Q3 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Zimmer Partners held 437,500 shares of SmartStop Self Storage REIT worth $14.2M as of Q2 2026.
Zimmer Partners sold 162,500 SmartStop Self Storage REIT shares in Q2 2026, an estimated $5.15M.
SmartStop Self Storage REIT made up 0.33% of Zimmer Partners's portfolio in Q2 2026, its #65 holding.
Zimmer Partners first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
Zimmer Partners's SmartStop Self Storage REIT position peaked at $32.1M in Q3 2025.
260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.