Augustine Asset Management
SMA icon

Augustine Asset Management’s SmartStop Self Storage REIT SMA Stock Holding History

Augustine Asset Management’s Portfolio SMA Stock Details SMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$210K Hold
6,512
– – 0.05% 121
2026
Q2 		$212K Buy
+6,512
New +$206K 0.04% 116
2026
Q1 		– Sell
-6,512
Closed -$201K – 121
2025
Q4 		$201K Buy
+6,512
New +$220K 0.04% 111

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State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Seven Hills Financial, LLC
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Freedom Day Solutions
Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Augustine Asset Management's SMA Position: Q3 2026 in Review

Augustine Asset Management held its SmartStop Self Storage REIT (SMA) position steady in Q3 2026 at 6,512 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #121.

Augustine Asset Management first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $212K in Q2 2026. 32 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Augustine Asset Management held 6,512 shares of SmartStop Self Storage REIT worth $210K as of Q3 2026.
  • Augustine Asset Management left its SmartStop Self Storage REIT share count unchanged in Q3 2026.
  • SmartStop Self Storage REIT made up 0.05% of Augustine Asset Management's portfolio in Q3 2026, its #121 holding.
  • Augustine Asset Management first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • Augustine Asset Management's SmartStop Self Storage REIT position peaked at $212K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Augustine Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.