Apollon Wealth Management, LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1764387
MOUNT PLEASANT, SC
Position in SMA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$795,372
+$124,913 QoQ
Shares Held
24,473
+10.5% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#121
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, 2026Apollon Wealth Management, LLC holds $8,829,932 across 6 REIT - Industrial names. SMA ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STAG |
STAG Industrial, Inc.
|
77,732 | $2,958,479 | |
| 2 | PLD |
Prologis, Inc.
|
20,430 | $2,767,652 | |
| 3 | PSA |
Public Storage
|
4,318 | $1,374,462 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
24,473 | $795,372 | |
| 5 | EXR |
Extra Space Storage Inc.
|
3,985 | $579,020 | |
| 6 | CUBE |
CubeSmart
|
8,925 | $354,947 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,372 | 24,473 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $670,459 | 22,142 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $685,073 | 22,142 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||