GAMMA Investing
SMA icon

GAMMA Investing’s SmartStop Self Storage REIT SMA Stock Holding History

GAMMA Investing’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 		$17.9K Buy
557
+347
+165% +$11.6K ﹤0.01% 3012
2026
Q2 		$6.82K Buy
210
+109
+108% +$3.46K ﹤0.01% 3359
2026
Q1 		$3.06K Buy
101
+10
+11% +$321 ﹤0.01% 3543
2025
Q4 		$2.82K Buy
91
+84
+1,200% +$2.84K ﹤0.01% 3505
2025
Q3 		$263 Buy
+7
New +$255 ﹤0.01% 3782

Other funds holding SMA

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 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
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
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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

GAMMA Investing's SMA Position: Q3 2026 in Review

GAMMA Investing increased its SmartStop Self Storage REIT (SMA) stake by 165% in Q3 2026, buying an estimated $11.6K and bringing the position to 557 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3012.

GAMMA Investing first reported a position in SMA in Q3 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • GAMMA Investing held 557 shares of SmartStop Self Storage REIT worth $17.9K as of Q3 2026.
  • GAMMA Investing bought 347 SmartStop Self Storage REIT shares in Q3 2026, an estimated $11.6K.
  • SmartStop Self Storage REIT made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3012 holding.
  • GAMMA Investing first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.