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SMA

SmartStop Self Storage REIT

Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
176
Holocene Advisors
New York
$274K +$267K +8,421 New
CAM
177
Cresset Asset Management
Illinois
$271K +$263K +8,294 New
Corient Private Wealth
178
Corient Private Wealth
Florida
$263K +$35.7K +1,125 +16%
EWA
179
Etesian Wealth Advisors
Oregon
$257K -$150K -4,740 -37%
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$255K +$245K +7,725 New
Mitsubishi UFJ Trust & Banking
181
Mitsubishi UFJ Trust & Banking
Japan
$254K +$247K +7,806 New
BWA
182
BlueChip Wealth Advisors
Georgia
$249K -$43.3K -1,365 -15%
CAS
183
Coppell Advisory Solutions
Texas
$248K +$307K +9,696 New
First Trust Advisors
184
First Trust Advisors
Illinois
$244K +$15.4K +486 +7%
Luther King Capital Management (LKCM)
185
Luther King Capital Management (LKCM)
Texas
$244K +$238K +7,500 New
ProShare Advisors
186
ProShare Advisors
Maryland
$240K -$21.3K -672 -8%
BWP
187
Balboa Wealth Partners
Arizona
$232K -$35.3K -1,115 -14%
CI
188
CX Institutional
Indiana
$230K -$34.3K -1,081 -13%
GHI
189
Gross & Hartman Investments
Pennsylvania
$219K
SHFC
190
Safe Harbor Family Capital
North Carolina
$219K
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$216K -$2.16K -68 -1%
UM
192
UniSuper Management
Australia
$215K -$155K -4,900 -43%
AAM
193
Augustine Asset Management
Florida
$212K +$206K +6,512 New
BCM
194
Brookstone Capital Management
Illinois
$208K +$203K +6,413 New
RT
195
Rockland Trust
Massachusetts
$208K +$203K +6,391 New
Victory Capital Management
196
Victory Capital Management
Texas
$207K +$202K +6,375 New
Allianz Asset Management
197
Allianz Asset Management
Germany
$205K -$1.57M -49,534 -89%
BC
198
Bayforest Capital
United Kingdom
$186K -$70.8K -2,232 -28%
Jones Financial Companies
199
Jones Financial Companies
Missouri
$172K +$2.41K +76 +2%
AIP
200
Ameritas Investment Partners
Nebraska
$167K +$18.1K +571 +13%