CENTAURUS FINANCIAL, INC.
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 891943
ANAHEIM, CA
Position in SMA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,953,462
-$649,552 QoQ
Shares Held
121,645
-20.0% QoQ
Ownership
0.220%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#55
of 260 holders
Holding Since
Sep 2025
4 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, 2026CENTAURUS FINANCIAL, INC. holds $5,113,478 across 4 REIT - Industrial names. SMA ranks #1 (77.3% of the industry book) .
All Filings in SMA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,953,462 | 121,645 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,603,014 | 152,015 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,173,415 | 167,208 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $143,784 | 3,820 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||