Kestra Advisory Services, LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1830819
AUSTIN, TX
Position in SMA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,401,197
-$3,276,636 QoQ
Shares Held
73,883
-60.6% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#74
of 260 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $26,227,854 across 9 REIT - Industrial names. SMA ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
70,809 | $9,592,495 | |
| 2 | CUBE |
CubeSmart
|
136,186 | $5,416,117 | |
| 3 | PSA |
Public Storage
|
14,955 | $4,760,326 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
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|
73,883 | $2,401,197 | |
| 5 | EXR |
Extra Space Storage Inc.
|
13,133 | $1,908,224 | |
| 6 | STAG |
STAG Industrial, Inc.
|
23,475 | $893,458 | |
| 7 | COLD |
Americold Realty Trust
|
42,952 | $675,205 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
4,876 | $298,947 |
All Filings in SMA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,401,197 | 73,883 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,677,833 | 187,511 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,652,552 | 182,694 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $674,960 | 17,932 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $664,277 | 18,335 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||