Trivium Point Advisory’s SmartStop Self Storage REIT SMA Stock Holding History
Bought
Maintained
Sold
Other funds holding SMA
Trivium Point Advisory's SMA Position: Q2 2026 in Review
Trivium Point Advisory increased its SmartStop Self Storage REIT (SMA) stake by 11% in Q2 2026, buying an estimated $60.7K and bringing the position to 18,968 shares worth $616K. The position accounts for 0.06% of the portfolio, ranked #236.
Trivium Point Advisory first reported a position in SMA in Q3 2025 and has held it in 4 quarters since. The position peaked at $761K in Q4 2025. 261 funds tracked by Wall St. Rank hold SMA as of Q2 2026.
- Trivium Point Advisory held 18,968 shares of SmartStop Self Storage REIT worth $616K as of Q2 2026.
- Trivium Point Advisory bought 1,916 SmartStop Self Storage REIT shares in Q2 2026, an estimated $60.7K.
- SmartStop Self Storage REIT made up 0.06% of Trivium Point Advisory's portfolio in Q2 2026, its #236 holding.
- Trivium Point Advisory first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 4 quarters since.
- Trivium Point Advisory's SmartStop Self Storage REIT position peaked at $761K in Q4 2025.
- 261 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.