CP
SMA

Castleview Partners’s SmartStop Self Storage REIT SMA Stock Holding History

Castleview Partners’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 		$342K Buy
10,515
+925
+10% +$29.3K 0.15% 149
2026
Q1 		$290K Sell
9,590
-4,859
-34% -$156K 0.15% 150
2025
Q4 		$447K Sell
14,449
-280
-2% -$9.47K 0.22% 104
2025
Q3 		$554K Buy
+14,729
New +$536K 0.3% 72

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
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Castleview Partners's SMA Position: Q2 2026 in Review

Castleview Partners increased its SmartStop Self Storage REIT (SMA) stake by 9.6% in Q2 2026, buying an estimated $29.3K and bringing the position to 10,515 shares worth $342K. The position accounts for 0.15% of the portfolio, ranked #149.

Castleview Partners first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. The position peaked at $554K in Q3 2025. 18 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Castleview Partners held 10,515 shares of SmartStop Self Storage REIT worth $342K as of Q2 2026.
  • Castleview Partners bought 925 SmartStop Self Storage REIT shares in Q2 2026, an estimated $29.3K.
  • SmartStop Self Storage REIT made up 0.15% of Castleview Partners's portfolio in Q2 2026, its #149 holding.
  • Castleview Partners first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
  • Castleview Partners's SmartStop Self Storage REIT position peaked at $554K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.