State of Wisconsin Investment Board
SMA

State of Wisconsin Investment Board’s SmartStop Self Storage REIT SMA Stock Holding History

State of Wisconsin Investment Board’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 		$1.04M Buy
34,317
+15,350
+81% +$493K ﹤0.01% 1672
2025
Q4 		$587K Sell
18,967
-1,716
-8% -$58.1K ﹤0.01% 1878
2025
Q3 		$779K Buy
+20,683
New +$752K ﹤0.01% 1708

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

State of Wisconsin Investment Board's SMA Position: Q1 2026 in Review

State of Wisconsin Investment Board increased its SmartStop Self Storage REIT (SMA) stake by 81% in Q1 2026, buying an estimated $493K and bringing the position to 34,317 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

State of Wisconsin Investment Board first reported a position in SMA in Q3 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • State of Wisconsin Investment Board held 34,317 shares of SmartStop Self Storage REIT worth $1.04M as of Q1 2026.
  • State of Wisconsin Investment Board bought 15,350 SmartStop Self Storage REIT shares in Q1 2026, an estimated $493K.
  • SmartStop Self Storage REIT made up ﹤0.01% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #1672 holding.
  • State of Wisconsin Investment Board first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.