Balboa Wealth Partners
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1929008
SCOTTSDALE, AZ
Position in SMA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$231,660
-$17,938 QoQ
Shares Held
7,128
-13.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#186
of 259 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Balboa Wealth Partners holds $530,506 across 2 REIT - Industrial names. SMA ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,206 | $298,846 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
7,128 | $231,660 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,660 | 7,128 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $249,598 | 8,243 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $208,721 | 6,746 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||