Triumph Capital Management
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1730765
DENVER, CO
Position in SMA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$147,225
+$10,057 QoQ
Shares Held
4,530
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#202
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, 2026Triumph Capital Management holds $321,431 across 8 REIT - Industrial names. SMA ranks #1 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
4,530 | $147,225 | |
| 2 | PSA |
Public Storage
|
268 | $85,307 | |
| 3 | IIPR |
Innovative Industrial Properties Inc
|
905 | $56,091 | |
| 4 | PLD |
Prologis, Inc.
|
174 | $23,571 | |
| 5 | CUBE |
CubeSmart
|
200 | $7,954 | |
| 6 | EXR |
Extra Space Storage Inc.
|
5 | $726 | |
| 7 | EGP |
Eastgroup Properties Inc
|
2 | $405 | |
| 8 | STAG |
STAG Industrial, Inc.
|
4 | $152 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,225 | 4,530 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $137,168 | 4,530 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $169,705 | 5,485 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||