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Creative Planning SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
4
Latest value
$514K
Q3 2026
Peak value
$517K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $369K |
| Q1 2026 | $319K |
| Q2 2026 | $517K |
| Q3 2026 | $514K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $514K | 16.0K | — | — |
| Q2 2026 | $517K | 15.9K | — | — |
| Q1 2026 | $319K | 10.5K | — | — |
| Q4 2025 | $369K | 11.9K | — | — |