# SMARTSTOP SELF STORAG REIT I (SMA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SMA/

- Reporting holders: 8
- Reported value: $1.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $513.8K | 15,956 | 0.1% | 4 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $289.5K | 8,991 | 0.1% | 5 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $205.8K | 6,391 | 0.0% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $83.7K | 2,599 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $38.9K | 1,209 | 0.0% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $17.9K | 557 | 0.0% | 5 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $10.9K | 340 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.3K | 71 | 0.0% | 5 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $197 | 6,122 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $1.2M |
| Q2 2026 | 263 | $1.8B |
| Q1 2026 | 255 | $1.6B |
| Q4 2025 | 241 | $1.4B |
| Q3 2025 | 161 | $1.4B |
| Q2 2025 | 124 | $1.4B |