Impact Partnership Wealth, LLC

Position in SMA — SmartStop Self Storage REIT, Inc.

CIK 1984555 MARIETTA, GA

Position in SMA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$296,757

+$20,786 QoQ

Shares Held

9,131

+0.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#170

of 259 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Impact Partnership Wealth, LLC holds $2,120,173 across 5 REIT - Industrial names. SMA ranks #4 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage	2,292	$729,566
2	EXR	Extra Space Storage Inc.	3,515	$510,729
3	EGP	Eastgroup Properties Inc	1,571	$318,174
4	SMA	SmartStop Self Storage REIT, Inc. This page	9,131	$296,757
5	CUBE	CubeSmart	6,662	$264,947

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,757	9,131	+0.2%	Shares	Sole	2026-07-29
2026-03-31	$275,971	9,114	—	Shares	Sole	2026-04-23
No filing history on record for this holder in this stock.