Zurich Cantonal Bank
SMA

Zurich Cantonal Bank’s SmartStop Self Storage REIT SMA Stock Holding History

Zurich Cantonal Bank’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 		$1.22M Sell
37,665
-10,487
-22% -$332K ﹤0.01% 1431
2026
Q1 		$1.46M Buy
48,152
+38,252
+386% +$1.23M ﹤0.01% 1214
2025
Q4 		$306K Buy
9,900
+3,000
+43% +$102K ﹤0.01% 2052
2025
Q3 		$260K Buy
+6,900
New +$251K ﹤0.01% 2072

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

Zurich Cantonal Bank's SMA Position: Q2 2026 in Review

Zurich Cantonal Bank reduced its SmartStop Self Storage REIT (SMA) stake by 22% in Q2 2026, selling an estimated $332K and leaving 37,665 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Zurich Cantonal Bank first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.46M in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Zurich Cantonal Bank held 37,665 shares of SmartStop Self Storage REIT worth $1.22M as of Q2 2026.
  • Zurich Cantonal Bank sold 10,487 SmartStop Self Storage REIT shares in Q2 2026, an estimated $332K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #1431 holding.
  • Zurich Cantonal Bank first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • Zurich Cantonal Bank's SmartStop Self Storage REIT position peaked at $1.46M in Q1 2026.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.