Kestra Advisory Services’s SmartStop Self Storage REIT SMA Stock Holding History
Bought
Maintained
Sold
Other funds holding SMA
CIM
Kestra Advisory Services's SMA Position: Q2 2026 in Review
Kestra Advisory Services reduced its SmartStop Self Storage REIT (SMA) stake by 61% in Q2 2026, selling an estimated $3.6M and leaving 73,883 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #1224.
Kestra Advisory Services first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.68M in Q1 2026. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.
- Kestra Advisory Services held 73,883 shares of SmartStop Self Storage REIT worth $2.4M as of Q2 2026.
- Kestra Advisory Services sold 113,628 SmartStop Self Storage REIT shares in Q2 2026, an estimated $3.6M.
- SmartStop Self Storage REIT made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1224 holding.
- Kestra Advisory Services first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
- Kestra Advisory Services's SmartStop Self Storage REIT position peaked at $5.68M in Q1 2026.
- 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.
Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.