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SMASMA
5 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in SMARTSTOP SELF STORAG REIT I

LPL Financial LLC holds 389,780 shares of SMA (SMARTSTOP SELF STORAG REIT I), worth $12.7M as of 2026-Q2. The position was increased (+34.3% shares). SMA represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$12.7M

Current Shares

389,780

Total Value Change

+$11.9M

Total Shares Change

+368,206

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
389,780
+34.3%
$12.7M0.0%$32.37
36
2026-Q1
Increased
290,336
+11.0%
$8.8M0.0%$29.78
31
2025-Q4
Increased
261,492
+1117.2%
$8.1M0.0%$30.05
44
2025-Q3
Decreased
21,484
-0.4%
$808,6410.0%$36.11
0
2025-Q2
New
21,574
-
$781,6220.0%$34.37
34

Other major holders of SMA: PRICE T ROWE ASSOCIATES INC /MD/, BlackRock, Inc.

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