Captrust Financial Advisors »

Smartstop Self Storag Reit I shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Smartstop Self Storag Reit I

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Smartstop Self Storag Reit I by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 38k 32.50
2026-03-31 $1.1M 38k 30.28
2025-12-31 $1.3M 42k 30.94
2025-09-30 $208k 5.5k 37.64

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Nvidia Corporation Stock (NVDA)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Amazon Stock (AMZN)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vanguard Morningstar Small-cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Smartstop Self Storag Reit I

T. Rowe Price Associates
BlackRock
Principal Financial Group
Vanguard Portfolio Management
Goldman Sachs Group
Vanguard Capital Management
State Street Corporation
Norges Bank Investment Management
Geode Capital Management
Centersquare Investment Management
Nuveen
Prudential Financial
Duff & Phelps Investment Management
Alyeska Investment Group
Massachusetts Financial Services

View all funds holding Smartstop Self Storag Reit I