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CX Institutional → SMA

CX Institutional SMA Position History

SmartStop Self Storage REIT, Inc. • Financial Services

Quarters held
4
Latest value
$197K
Q3 2026
Peak value
$252K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$252K
Q1 2026$247K
Q2 2026$230K
Q3 2026$197K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$197K6.1K——
Q2 2026$230K7.1K——
Q1 2026$247K8.2K——
Q4 2025$252K8.2K——

Other funds holding SMA

Other CX Institutional positions

ETHA

iShares ETFs/USA

$194.6M
ETHA

iShares ETFs/USA

$186M
ETHA

iShares ETFs/USA

$143.7M
STT-PG

State Street ETF/USA

$139.9M
ETHA

iShares ETFs/USA

$128.7M
ETHA

iShares ETFs/USA

$115.5M
NVDA

NVIDIA CORP

$112.5M
ETHA

iShares ETFs/USA

$94.1M