Valued Wealth Advisors LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 2007175
HOLLADAY, UT
Position in SMA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$516,392
+$35,274 QoQ
Shares Held
15,889
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
#140
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, 2026Valued Wealth Advisors LLC holds $517,752 across 3 REIT - Industrial names. SMA ranks #1 (99.7% 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 | $516,392 | 15,889 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $481,118 | 15,889 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $513,232 | 16,588 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||