OneAscent Wealth Management LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1844707
BIRMINGHAM, AL
Position in SMA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$328,347
-$51,606 QoQ
Shares Held
10,103
-19.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#161
of 259 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, 2026OneAscent Wealth Management LLC holds $831,755 across 3 REIT - Industrial names. SMA ranks #1 (39.5% of the industry book) .
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,347 | 10,103 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $379,953 | 12,548 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $388,235 | 12,548 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||