Krilogy Financial
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Krilogy Financial’s SmartStop Self Storage REIT SMA Stock Holding History

Krilogy Financial’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 		$714K Buy
21,755
+128
+0.6% +$4.26K 0.02% 536
2026
Q2 		$703K Buy
21,627
+442
+2% +$14K 0.02% 511
2026
Q1 		$683K Sell
21,185
-71
-0.3% -$2.28K 0.02% 481
2025
Q4 		$672K Sell
21,256
-347
-2% -$11.7K 0.02% 454
2025
Q3 		$745K Buy
+21,603
New +$785K 0.03% 405

Other funds holding SMA

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 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
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
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

Krilogy Financial's SMA Position: Q3 2026 in Review

Krilogy Financial increased its SmartStop Self Storage REIT (SMA) stake by 0.59% in Q3 2026, buying an estimated $4.26K and bringing the position to 21,755 shares worth $714K. The position accounts for 0.02% of the portfolio, ranked #536.

Krilogy Financial first reported a position in SMA in Q3 2025 and has held it in 5 quarters since. The position peaked at $745K in Q3 2025. 39 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • Krilogy Financial held 21,755 shares of SmartStop Self Storage REIT worth $714K as of Q3 2026.
  • Krilogy Financial bought 128 SmartStop Self Storage REIT shares in Q3 2026, an estimated $4.26K.
  • SmartStop Self Storage REIT made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #536 holding.
  • Krilogy Financial first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 5 quarters since.
  • Krilogy Financial's SmartStop Self Storage REIT position peaked at $745K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.