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CENTAURUS FINANCIAL, INC.

Position in SMA — SmartStop Self Storage REIT, Inc.

CIK 891943 ANAHEIM, CA

Position in SMA

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$4,603,014
-$570,401 QoQ
Shares Held
152,015
-9.1% QoQ
Ownership
0.275%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in SMA Over Time

Shares Held

Position Value (USD)

Position in REIT - Industrial

Real Estate · as of Mar 31, 2026

CENTAURUS FINANCIAL, INC. holds $9,190,158 across 4 REIT - Industrial names. SMA ranks #1 (50.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SMA
SmartStop Self Storage REIT, Inc.
This page
152,015 $4,603,014

All Filings in SMA

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3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,603,014 152,015
2025-12-31 $5,173,415 167,208
2025-09-30 $143,784 3,820