SILVER OAK SECURITIES, INCORPORATED

Broker-Dealer

Position in SMA — SmartStop Self Storage REIT, Inc.

CIK 1080576 JACKSON, TN

Position in SMA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$143,455

-$71,351 QoQ

Shares Held

4,414

-37.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#200

of 256 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

SILVER OAK SECURITIES, INCORPORATED holds $695,676 across 4 REIT - Industrial names. SMA ranks #3 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage	720	$229,183
2	PLD	Prologis, Inc.	1,504	$203,746
3	SMA	SmartStop Self Storage REIT, Inc. This page	4,414	$143,455
4	ILPT	Industrial Logistics Properties Trust	13,449	$119,292

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,455	4,414	-37.8%	Shares	Sole	2026-08-07
2026-03-31	$214,806	7,094	-0.4%	Shares	Sole	2026-04-20
2025-12-31	$220,261	7,119	+60.4%	Shares	Sole	2026-01-15
2025-09-30	$167,083	4,439	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.