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Kestra Advisory Services, LLC → SMA
Kestra Advisory Services, LLC SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
5
Latest value
$2.7M
Q3 2026
Peak value
$5.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $675K |
| Q4 2025 | $5.7M |
| Q1 2026 | $5.7M |
| Q2 2026 | $2.4M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 82.9K | — | — |
| Q2 2026 | $2.4M | 73.9K | — | — |
| Q1 2026 | $5.7M | 187.5K | — | — |
| Q4 2025 | $5.7M | 182.7K | — | — |
| Q3 2025 | $675K | 17.9K | — | — |