Safe Harbor Family Capital, LLC

Position in SMA — SmartStop Self Storage REIT, Inc.

CIK 2065810 CHAPEL HILL, NC

Position in SMA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$218,692

+$14,938 QoQ

Shares Held

6,729

0.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#188

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

Safe Harbor Family Capital, LLC holds $1,784,847 across 4 REIT - Industrial names. SMA ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	7,234	$979,989
2	PSA	Public Storage	945	$300,802
3	EGP	Eastgroup Properties Inc	1,409	$285,364
4	SMA	SmartStop Self Storage REIT, Inc. This page	6,729	$218,692

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,692	6,729	0.0%	Shares	Sole	2026-08-11
2026-03-31	$203,754	6,729	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.