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Smartstop Self Storag Reit I shares owned by Independent Financial Group

Quarter-by-quarter ownership of Smartstop Self Storag Reit I (SMA) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Smartstop Self Storag Reit I

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All positions including Smartstop Self Storag Reit I held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smartstop Self Storag Reit I by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 370k 30.28
2025-09-30 $8.0M 213k 37.64
2025-06-30 $8.5M 235k 36.23

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View all positions for Independent Financial Group

Top funds holding Smartstop Self Storag Reit I

BlackRock
Vanguard Group
Goldman Sachs Group
Vanguard Portfolio Management
Principal Financial Group
Prudential Financial
Vanguard Capital Management
Geode Capital Management
Wellington Management Company
GoldenTree Asset Management
State Street Corporation
Nuveen
Conversant Capital
Duff & Phelps Investment Management
Massachusetts Financial Services

View all funds holding Smartstop Self Storag Reit I