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Beacon Capital Management, LLC → SMA
Beacon Capital Management, LLC SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
4
Latest value
$346K
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.3M |
| Q1 2026 | $674K |
| Q2 2026 | $533K |
| Q3 2026 | $346K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $346K | 10.7K | — | — |
| Q2 2026 | $533K | 16.4K | — | — |
| Q1 2026 | $674K | 22.3K | — | — |
| Q4 2025 | $1.3M | 41.0K | — | — |