WA
SMA

WPG Advisers’s SmartStop Self Storage REIT SMA Stock Holding History

WPG Advisers’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 		$975 Hold
30
– – ﹤0.01% 1337
2026
Q1 		$908 Hold
30
– – ﹤0.01% 1277
2025
Q4 		$928 Hold
30
– – ﹤0.01% 1299
2025
Q3 		$1.13K Hold
30
– – ﹤0.01% 1264
2025
Q2 		$1.09K Buy
+30
New +$1.06K ﹤0.01% 1255

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

WPG Advisers's SMA Position: Q2 2026 in Review

WPG Advisers held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 30 shares worth $975. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

WPG Advisers first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.13K in Q3 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • WPG Advisers held 30 shares of SmartStop Self Storage REIT worth $975 as of Q2 2026.
  • WPG Advisers left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1337 holding.
  • WPG Advisers first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • WPG Advisers's SmartStop Self Storage REIT position peaked at $1.13K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.