J.W. COLE ADVISORS, INC.

Position in SMA — SmartStop Self Storage REIT, Inc.

CIK 1404763 TAMPA, FL

Position in SMA

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$501,215

-$493,149 QoQ

Shares Held

15,422

-53.0% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#142

of 259 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $5,193,042 across 5 REIT - Industrial names. SMA ranks #5 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	13,794	$1,868,673
2	PSA	Public Storage	4,411	$1,404,065
3	EGP	Eastgroup Properties Inc	4,046	$819,436
4	EXR	Extra Space Storage Inc.	4,127	$599,653
5	SMA	SmartStop Self Storage REIT, Inc. This page	15,422	$501,215

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,215	15,422	-53.0%	Shares	Sole	2026-07-21
2026-03-31	$994,364	32,839	-0.0%	Shares	Sole	2026-04-23
2025-12-31	$1,016,348	32,849	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.