CAI
SMA

Capital Advisors Inc’s SmartStop Self Storage REIT SMA Stock Holding History

Capital Advisors Inc’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
Q2 		$295K Hold
9,076
– – ﹤0.01% 308
2026
Q1 		$275K Hold
9,076
– – ﹤0.01% 304
2025
Q4 		$281K Buy
+9,076
New +$307K ﹤0.01% 274

Other funds holding SMA

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

Capital Advisors Inc's SMA Position: Q2 2026 in Review

Capital Advisors Inc held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 9,076 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Capital Advisors Inc first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Capital Advisors Inc held 9,076 shares of SmartStop Self Storage REIT worth $295K as of Q2 2026.
  • Capital Advisors Inc left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #308 holding.
  • Capital Advisors Inc first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.