SMA — Smartstop Self Storag Reit Inc Common Stock Institutional Holders · Q3 2026
Who owns Smartstop Self Storag Reit Inc Common Stock (SMA)? 9 institutions reported holding $1.36M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: TrueWealth Advisors, LLC ($513,783), Castleview Partners, LLC ($289,512), Rockland Trust Co ($205,790).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueWealth Advisors, LLC | $513,783 | 15,956 | Trimmed |
| 2 | Castleview Partners, LLC | $289,512 | 8,991 | Trimmed |
| 3 | ROCKLAND TRUST CO | $205,790 | 6,391 | Hold |
| 4 | CX Institutional | $197,000 | 6,122 | Trimmed |
| 5 | Versant Capital Management, Inc | $83,688 | 2,599 | Added |
| 6 | CoreCap Advisors, LLC | $38,930 | 1,209 | Hold |
| 7 | GAMMA Investing LLC | $17,935 | 557 | Added |
| 8 | GK Wealth Management LLC | $10,948 | 340 | New |
| 9 | Farther Finance Advisors, LLC | $2,286 | 71 | Added |
Source: SEC Form 13F filings · as of 2026-09-30