Winton Group’s SmartStop Self Storage REIT SMA Stock Holding History

Winton 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 Q3	$1.43M	Buy	+44,306	New	+$1.48M	0.06%	337

Other funds holding SMA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Winton Group's SMA Position: Q3 2026 in Review

Winton Group opened a new position in SmartStop Self Storage REIT (SMA) in Q3 2026: 44,306 shares worth $1.43M. The stake represents 0.06% of the portfolio and ranks #337 among its holdings.

211 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

Winton Group held 44,306 shares of SmartStop Self Storage REIT worth $1.43M as of Q3 2026.
SmartStop Self Storage REIT was a new Winton Group position in Q3 2026.
SmartStop Self Storage REIT made up 0.06% of Winton Group's portfolio in Q3 2026, its #337 holding.
211 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Winton Group's 13F filing for Q3 2026, filed 12 Nov 2026.