Avalon Trust Co

Bank

Position in SMA — SmartStop Self Storage REIT, Inc.

CIK 1798150 SANTA FE, NM

Position in SMA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$35,750

+$2,442 QoQ

Shares Held

1,100

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#225

of 259 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Avalon Trust Co holds $394,993 across 4 REIT - Industrial names. SMA ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	1,812	$245,471
2	PSA	Public Storage	199	$63,343
3	EGP	Eastgroup Properties Inc	249	$50,429
4	SMA	SmartStop Self Storage REIT, Inc. This page	1,100	$35,750

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,750	1,100	0.0%	Shares	Sole	2026-08-06
2026-03-31	$33,308	1,100	0.0%	Shares	Sole	2026-05-06
2025-12-31	$34,034	1,100	+4.1%	Shares	Sole	2026-02-09
2025-09-30	$39,785	1,057	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.