Waverly Advisors, LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1568787
BIRMINGHAM, AL
Position in SMA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$435,077
+$33,504 QoQ
Shares Held
13,387
+0.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#146
of 259 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $21,071,338 across 7 REIT - Industrial names. SMA ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
34,180 | $10,879,835 | |
| 2 | STAG |
STAG Industrial, Inc.
|
138,087 | $5,255,591 | |
| 3 | PLD |
Prologis, Inc.
|
24,955 | $3,380,653 | |
| 4 | CUBE |
CubeSmart
|
13,209 | $525,321 | |
| 5 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
13,387 | $435,077 | |
| 6 | EGP |
Eastgroup Properties Inc
|
1,554 | $314,731 | |
| 7 | LINE |
Lineage, Inc.
|
6,477 | $280,130 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,077 | 13,387 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $401,573 | 13,262 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $408,779 | 13,212 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||