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Capital Square, LLC SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
5
Latest value
$361K
Q3 2026
Peak value
$563K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $563K |
| Q4 2025 | $345K |
| Q1 2026 | $362K |
| Q2 2026 | $408K |
| Q3 2026 | $361K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $361K | 11.2K | — | — |
| Q2 2026 | $408K | 12.4K | — | — |
| Q1 2026 | $362K | 11.2K | — | — |
| Q4 2025 | $345K | 11.2K | — | — |
| Q3 2025 | $563K | 15.0K | — | — |
Other funds holding SMA
Other Capital Square, LLC positions
VGES
$16.9MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$15.6MVANGUARD TOTAL STOCK MARKET ETF
VGES
$14.7MVANGUARD TOTAL STOCK MARKET ETF
ETHA
$12.9MISHARES TR PFD AND INCM SEC
VGES
$12.5MVANGUARD TOTAL STOCK MARKET ETF
VGES
$11.7MVANGUARD TOTAL STOCK MARKET ETF
ETHA
$9.1MISHARES TR PFD AND INCM SEC
ETHA
$7.4MISHARES TR PFD AND INCM SEC