Arkadios Wealth Advisors
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1800798
ATLANTA, GA
Position in SMA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$947,342
-$8,990 QoQ
Shares Held
29,149
-7.7% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#111
of 260 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Arkadios Wealth Advisors holds $7,348,787 across 7 REIT - Industrial names. SMA ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
26,717 | $3,619,351 | |
| 2 | EXR |
Extra Space Storage Inc.
|
14,056 | $2,042,336 | |
| 3 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
29,149 | $947,342 | |
| 4 | PSA |
Public Storage
|
1,065 | $339,000 | |
| 5 | CUBE |
CubeSmart
|
6,091 | $242,238 | |
| 6 | COLD |
Americold Realty Trust
|
10,084 | $158,520 | |
| 7 | 7,468 | $0 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $947,342 | 29,149 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $956,332 | 31,583 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,259,103 | 40,695 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||