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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $187B AUM 18.48% 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 $2.9T AUM 29.55% 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

Zurich Cantonal Bank's SMA Position: Q1 2026 in Review

Zurich Cantonal Bank increased its SmartStop Self Storage REIT (SMA) stake by 386% in Q1 2026, buying an estimated $1.23M and bringing the position to 48,152 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Zurich Cantonal Bank 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.

  • Zurich Cantonal Bank held 48,152 shares of SmartStop Self Storage REIT worth $1.46M as of Q1 2026.
  • Zurich Cantonal Bank bought 38,252 SmartStop Self Storage REIT shares in Q1 2026, an estimated $1.23M.
  • SmartStop Self Storage REIT made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #1214 holding.
  • Zurich Cantonal Bank 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 Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.