Trivium Point Advisory, LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1766564
WILTON, CT
Position in SMA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$616,460
+$100,126 QoQ
Shares Held
18,968
+11.2% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#133
of 259 holders
Holding Since
Sep 2025
4 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, 2026Trivium Point Advisory, LLC holds $2,139,007 across 2 REIT - Industrial names. SMA ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
11,239 | $1,522,547 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
18,968 | $616,460 |
All Filings in SMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,460 | 18,968 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $516,334 | 17,052 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $761,309 | 24,606 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $284,746 | 7,565 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||