United Financial Planning Group LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in SMA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$43,452
+$2,968 QoQ
Shares Held
1,337
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#219
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, 2026United Financial Planning Group LLC holds $50,225 across 2 REIT - Industrial names. SMA ranks #1 (86.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
1,337 | $43,452 | |
| 2 | PLD |
Prologis, Inc.
|
50 | $6,773 |
All Filings in SMA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,452 | 1,337 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $40,484 | 1,337 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $41,366 | 1,337 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||