Advisory Services Network, LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1573876
Atlanta, GA
Position in SMA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,873,202
+$399,626 QoQ
Shares Held
57,637
+18.4% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#88
of 260 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Advisory Services Network, LLC holds $6,524,136 across 5 REIT - Industrial names. SMA ranks #2 (28.7% of the industry book) .
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,873,202 | 57,637 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,473,576 | 48,665 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,542,792 | 49,864 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||