Kovack Advisors, Inc.

Position in SMA — SmartStop Self Storage REIT, Inc.

CIK 1728321 FT. LAUDERDALE, FL

Position in SMA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$359,970

+$27,708 QoQ

Shares Held

11,076

+0.9% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#157

of 260 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Kovack Advisors, Inc. holds $1,813,092 across 5 REIT - Industrial names. SMA ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IIPR	Innovative Industrial Properties Inc	10,016	$620,791
2	SMA	SmartStop Self Storage REIT, Inc. This page	11,076	$359,970
3	PSA	Public Storage	1,055	$335,817
4	LINE	Lineage, Inc.	6,575	$284,368
5	PLD	Prologis, Inc.	1,566	$212,146

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,970	11,076	+0.9%	Shares	Sole	2026-07-29
2026-03-31	$332,262	10,973	-12.2%	Shares	Sole	2026-05-13
2025-12-31	$386,688	12,498	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.