Brookstone Capital Management
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Brookstone Capital Management’s SmartStop Self Storage REIT SMA Stock Holding History

Brookstone Capital 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 		$206K Sell
6,411
-2
-0% -$67 ﹤0.01% 1262
2026
Q2 		$208K Buy
+6,413
New +$203K ﹤0.01% 1252

Other funds holding SMA

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 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
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 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

Brookstone Capital Management's SMA Position: Q3 2026 in Review

Brookstone Capital Management reduced its SmartStop Self Storage REIT (SMA) stake by 0.03% in Q3 2026, selling an estimated $67 and leaving 6,411 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Brookstone Capital Management first reported a position in SMA in Q2 2026 and has held it in 2 quarters since. The position peaked at $208K in Q2 2026. 39 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Brookstone Capital Management held 6,411 shares of SmartStop Self Storage REIT worth $206K as of Q3 2026.
  • Brookstone Capital Management sold 2 SmartStop Self Storage REIT shares in Q3 2026, an estimated $67.
  • SmartStop Self Storage REIT made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1262 holding.
  • Brookstone Capital Management first reported a position in SmartStop Self Storage REIT in Q2 2026 and has held it in 2 quarters since.
  • Brookstone Capital Management's SmartStop Self Storage REIT position peaked at $208K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.