TrueWealth Advisors, LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1817714
BIRMINGHAM, AL
Position in SMA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$647,952
+$29,120 QoQ
Shares Held
19,937
-2.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#5
of 16 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026TrueWealth Advisors, LLC holds $5,164,124 across 2 REIT - Industrial names. SMA ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IIPR |
Innovative Industrial Properties Inc
|
72,865 | $4,516,172 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
19,937 | $647,952 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,952 | 19,937 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $618,832 | 20,437 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $641,602 | 20,737 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||