Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

SMA holding history

SmartStop Self Storage REIT, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SMA overview All 13F holders of SMA Full Q2 2026 holdings

Shares (Q2 2026): 15,911
Value: $517.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of SMA by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,911	$517.1K	<0.1%	+5,369+50.9%	Added	Holders
Q1 2026	10,542	$319.2K	<0.1%	−1,399−11.7%	Reduced	Holders
Q4 2025	11,941	$369.5K	<0.1%	+11,941	New	Holders