Capital Square
SMA icon

Capital Square’s SmartStop Self Storage REIT SMA Stock Holding History

Capital Square’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 		$361K Sell
11,216
-1,156
-9% -$38.5K 0.16% 137
2026
Q2 		$408K Buy
12,372
+1,213
+11% +$38.5K 0.18% 123
2026
Q1 		$362K Buy
11,159
+2
+0% +$64 0.17% 138
2025
Q4 		$345K Sell
11,157
-3,798
-25% -$129K 0.18% 129
2025
Q3 		$563K Buy
14,955
+2,295
+18% +$83.4K 0.29% 87
2025
Q2 		$457K Buy
+12,660
New +$446K 0.24% 102

Other funds holding SMA

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Capital Square's SMA Position: Q3 2026 in Review

Capital Square reduced its SmartStop Self Storage REIT (SMA) stake by 9.3% in Q3 2026, selling an estimated $38.5K and leaving 11,216 shares worth $361K. The position accounts for 0.16% of the portfolio, ranked #137.

Capital Square first reported a position in SMA in Q2 2025 and has held it in 6 quarters since. The position peaked at $563K in Q3 2025. 48 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Capital Square held 11,216 shares of SmartStop Self Storage REIT worth $361K as of Q3 2026.
  • Capital Square sold 1,156 SmartStop Self Storage REIT shares in Q3 2026, an estimated $38.5K.
  • SmartStop Self Storage REIT made up 0.16% of Capital Square's portfolio in Q3 2026, its #137 holding.
  • Capital Square first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 6 quarters since.
  • Capital Square's SmartStop Self Storage REIT position peaked at $563K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.