INDEPENDENT FINANCIAL GROUP, LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 275484
SAN DIEGO, CA
Position in SMA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,175,540
+$982,811 QoQ
Shares Held
374,632
+1.4% QoQ
Ownership
0.677%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1
of 29 holders
Holding Since
Jun 2025
5 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $14,957,611 across 5 REIT - Industrial names. SMA ranks #1 (81.4% of the industry book) .
All Filings in SMA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,175,540 | 374,632 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $11,192,729 | 369,641 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,187,470 | 361,586 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $8,015,814 | 212,960 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $8,502,963 | 234,694 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||