SMA
SmartStop Self Storage REIT, Inc.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Principal Financial Group Inc | $105.1M | 3.27M | 0.05% | +1.9% |
Independent Financial Group, Llc | $11.7M | 362.6K | 0.21% | -3.2% |
Chilton Capital Management Llc | $7.1M | 220.6K | 0.22% | +1.5% |
Choreo, Llc | $6.4M | 200.2K | 0.07% | -0.2% |
Cambridge Investment Research Advisors, Inc. | $3.6M | 112.6K | 0.01% | -4.6% |
Commonwealth Equity Services, Llc | $3.1M | 96.9K | 0.00% | -12.7% |
Kestra Advisory Services, Llc | $2.7M | 82.9K | 0.01% | +12.2% |
Asset Management One Co., Ltd. | $2.4M | 75.6K | 0.01% | -5.4% |
Prime Capital Investment Advisors, Llc | $2M | 60.6K | 0.02% | -50.5% |
Sumitomo Mitsui Trust Group, Inc. | $1.7M | 54.3K | 0.00% | -9.2% |
State Of Alaska, Department Of Revenue | $1.4M | 44.1K | 0.01% | +4.6% |
Vanderbilt University | $1.1M | 34.3K | 0.13% | -3.6% |
Daiwa Securities Group Inc. | $804K | 25.0K | 0.00% | +1.6% |
Apollon Wealth Management, Llc | $739K | 22.9K | 0.01% | -6.2% |
Seven Hills Financial, Llc | $723K | 22.5K | 0.44% | New Position |
Krilogy Financial Llc | $714K | 21.8K | 0.02% | +0.6% |
Centerbook Partners Lp | $598K | 18.6K | 0.03% | New Position |
Mbl Wealth, Llc | $596K | 18.5K | 0.04% | New Position |
Blue Sky Capital Consultants Group, Inc. | $545K | 16.9K | 0.23% | -27.4% |
Freedom Day Solutions, Llc | $528K | 16.4K | 0.12% | Unchanged |
Creative Planning | $514K | 16.0K | 0.00% | +0.4% |
Truewealth Advisors, Llc | $514K | 16.0K | 0.12% | -20.0% |
Strs Ohio | $499K | 15.5K | 0.00% | -80.4% |
Dekabank Deutsche Girozentrale | $435K | 13.4K | 0.00% | New Position |
Sumitomo Mitsui Ds Asset Management Company, Ltd | $419K | 13.0K | 0.00% | Unchanged |
Capital Square, Llc | $361K | 11.2K | 0.16% | -9.3% |
Ifm Investors Pty Ltd | $360K | 11.2K | 0.00% | +23.9% |
Beacon Capital Management, Llc | $346K | 10.7K | 0.05% | -34.5% |
Signature Equity Partners, Llc | $340K | 10.6K | 0.12% | +108.2% |
Achmea Investment Management B.V. | $329K | 10.2K | 0.00% | New Position |
Wealth Enhancement Advisory Services, Llc | $306K | 9.4K | 0.00% | +21.2% |
Castleview Partners, Llc | $290K | 9.0K | 0.13% | -14.5% |
Etesian Wealth Advisors, Inc. | $235K | 7.3K | 0.07% | -7.7% |
Balboa Wealth Partners | $230K | 7.1K | 0.03% | Unchanged |
Proshare Advisors Llc | $228K | 7.1K | 0.00% | -4.1% |
Bridgeport Financial Solutions, Llc | $217K | 6.7K | 0.05% | -26.4% |
Unisuper Management Pty Ltd | $213K | 6.6K | 0.00% | Unchanged |
Openarc Corporate Advisory, Llc | $210K | 6.5K | 0.00% | New Position |
Augustine Asset Management Inc | $210K | 6.5K | 0.05% | Unchanged |
Brookstone Capital Management | $206K | 6.4K | 0.00% | -0.0% |
Rockland Trust Co | $206K | 6.4K | 0.01% | Unchanged |
Cx Institutional | $197K | 6.1K | 0.01% | -13.4% |
Triumph Capital Management | $146K | 4.5K | 0.03% | Unchanged |
Kbc Group Nv | $96K | 3.0K | 0.00% | +82.9% |
Raleigh Capital Management Inc. | $84K | 2.6K | 0.03% | -2.1% |
Versant Capital Management, Inc | $84K | 2.6K | 0.01% | +489.3% |
Assetmark, Inc | $64K | 2.0K | 0.00% | +16.1% |
Nfsg Corp | $64K | 2.0K | 0.01% | Unchanged |
Canton Hathaway, Llc | $40K | 1.3K | 0.01% | Unchanged |
Corecap Advisors, Llc | $39K | 1.2K | 0.00% | Unchanged |