Back to SMA
Castleview Partners, LLC → SMA
Castleview Partners, LLC SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
5
Latest value
$290K
Q3 2026
Peak value
$554K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $554K |
| Q4 2025 | $447K |
| Q1 2026 | $290K |
| Q2 2026 | $342K |
| Q3 2026 | $290K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $290K | 9.0K | — | — |
| Q2 2026 | $342K | 10.5K | — | — |
| Q1 2026 | $290K | 9.6K | — | — |
| Q4 2025 | $447K | 14.4K | — | — |
| Q3 2025 | $554K | 14.7K | — | — |