SMA β€” SMARTSTOP SELF STORAG REIT I

Ownership history in Premier Private Wealth Management LLC  Β·  1 quarter on record

AI Ownership Summary

Premier Private Wealth Management LLC reported SMARTSTOP SELF STORAG REIT I (SMA) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 2.42% in 2025 Q4. The latest visible filing shows SMA at 2.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Premier Private Wealth Management LLC's position in SMARTSTOP SELF STORAG REIT I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SMA was reported at 2.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Premier Private Wealth Management LLC held SMA β€” position size vs. price
% of Fund (quarterly)    SMA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 74,593 β€” β€” 2.42% $2.3M 2026-02-14 (Est.) $32.58

FAQ About Premier Private Wealth Management LLC and SMA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Premier Private Wealth Management LLC reported owning SMA?

Premier Private Wealth Management LLC reported SMA across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported SMA position in Premier Private Wealth Management LLC's portfolio?

The largest reported portfolio weight for SMA was 2.42% in 2025 Q4.

What is the latest reported SMA position on this page?

The most recent filing on this page is 2025 Q4, when Premier Private Wealth Management LLC reported 74,593 shares, equal to 2.42% of portfolio, with an estimated market value of $2.3M.

What does the chart on this SMA ownership page compare?

The chart compares Premier Private Wealth Management LLC's quarterly SMA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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