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Krilogy Financial LLC SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
5
Latest value
$714K
Q3 2026
Peak value
$745K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $745K |
| Q4 2025 | $672K |
| Q1 2026 | $683K |
| Q2 2026 | $703K |
| Q3 2026 | $714K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $714K | 21.8K | — | — |
| Q2 2026 | $703K | 21.6K | — | — |
| Q1 2026 | $683K | 21.2K | — | — |
| Q4 2025 | $672K | 21.3K | — | — |
| Q3 2025 | $745K | 21.6K | — | — |