Nisa Investment Advisors
SMA

Nisa Investment Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

Nisa Investment Advisors’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 		$20.1K Sell
616
-2,707
-81% -$85.8K ﹤0.01% 2218
2026
Q1 		$101K Sell
3,323
-1
-0% -$32 ﹤0.01% 1421
2025
Q4 		$103K Sell
3,324
-728
-18% -$24.6K ﹤0.01% 1424
2025
Q3 		$154K Sell
4,052
-4,408
-52% -$160K ﹤0.01% 1317
2025
Q2 		$307K Buy
+8,460
New +$298K ﹤0.01% 1107

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Nisa Investment Advisors's SMA Position: Q2 2026 in Review

Nisa Investment Advisors reduced its SmartStop Self Storage REIT (SMA) stake by 81% in Q2 2026, selling an estimated $85.8K and leaving 616 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Nisa Investment Advisors first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $307K in Q2 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Nisa Investment Advisors held 616 shares of SmartStop Self Storage REIT worth $20.1K as of Q2 2026.
  • Nisa Investment Advisors sold 2,707 SmartStop Self Storage REIT shares in Q2 2026, an estimated $85.8K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2218 holding.
  • Nisa Investment Advisors first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • Nisa Investment Advisors's SmartStop Self Storage REIT position peaked at $307K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.