SMA — SMARTSTOP SELF STORAG REIT I

Ownership history in Sequent Planning LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in SMARTSTOP SELF STORAG REIT I (SMA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.51% (2025 Q4)
Avg. % of fund
0.38%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 65,049 +40,308 +162.9% 0.51% $2.0M $30.69
2025 Q3 INITIATED 24,741 — — 0.25% $889K $36.88
% of Fund (quarterly)    SMA price (monthly, adj. close)

Other funds also holding SMA

As of 2025 Q4 — sorted by position size

GSI Capital Advisors LLC 3Y 7Y 2.16% GOLDENTREE ASSET MANAGEMENT LP 3Y 7Y 1.95% RUSH ISLAND MANAGEMENT, LP 3Y 7Y 0.98% AlphaCentric Advisors LLC 3Y 0.62% Zimmer Partners, LP 3Y 7Y 0.51% Burkehill Global Management, LP 0.51% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 0.39% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.24% CHILTON CAPITAL MANAGEMENT LLC 3Y 7Y 0.23% Valued Wealth Advisors LLC 0.23%
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