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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
Q3 		$290K Sell
8,991
-1,524
-14% -$50.8K 0.13% 166
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

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 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
SHFL
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
FDS
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
CS
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Castleview Partners's SMA Position: Q3 2026 in Review

Castleview Partners reduced its SmartStop Self Storage REIT (SMA) stake by 14% in Q3 2026, selling an estimated $50.8K and leaving 8,991 shares worth $290K. The position accounts for 0.13% of the portfolio, ranked #166.

Castleview Partners first reported a position in SMA in Q3 2025 and has held it in 5 quarters since. The position peaked at $554K in Q3 2025. 24 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Castleview Partners held 8,991 shares of SmartStop Self Storage REIT worth $290K as of Q3 2026.
  • Castleview Partners sold 1,524 SmartStop Self Storage REIT shares in Q3 2026, an estimated $50.8K.
  • SmartStop Self Storage REIT made up 0.13% of Castleview Partners's portfolio in Q3 2026, its #166 holding.
  • Castleview Partners first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 5 quarters since.
  • Castleview Partners's SmartStop Self Storage REIT position peaked at $554K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.