Merit Financial Group, LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1621225
ALPHARETTA, GA
Position in SMA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,801,394
+$75,562 QoQ
Shares Held
116,966
-4.9% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3
of 29 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, 2026Merit Financial Group, LLC holds $22,134,174 across 12 REIT - Industrial names. SMA ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
69,964 | $9,478,019 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
116,966 | $3,801,394 | |
| 3 | PSA |
Public Storage
|
6,056 | $1,927,681 | |
| 4 | CUBE |
CubeSmart
|
47,751 | $1,899,055 | |
| 5 | LINE |
Lineage, Inc.
|
22,180 | $959,282 | |
| 6 | STAG |
STAG Industrial, Inc.
|
22,807 | $868,032 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
14,027 | $859,993 | |
| 8 | EXR |
Extra Space Storage Inc.
|
5,805 | $843,464 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,801,394 | 116,966 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $3,725,832 | 123,046 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $3,557,852 | 114,992 | Shares | Other | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||