Kovack Advisors, Inc.
- SEC CIK
- 0001728321
- Latest filing
- Jul 28, 2026
SMA holding history
SmartStop Self Storage REIT, Inc. in every 13F filed by Kovack Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SMA overviewAll 13F holders of SMAFull Q2 2026 holdings
- Shares (Q2 2026)
- 11,076
- Value
- $368.6K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,076 | $368.6K | <0.1% | +103+0.9% | Added | Holders |
| Q1 2026 | 10,973 | $333.9K | <0.1% | −1,525−12.2% | Reduced | Holders |
| Q4 2025 | 12,498 | $386.7K | <0.1% | +12,498 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −19,224−100.0% | Sold out | Holders |
| Q4 2022 | 19,224 | $246.8K | <0.1% | +40+0.2% | Added | Holders |
| Q3 2022 | 19,184 | $262.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 19,184 | $294.0K | <0.1% | −3,136−14.1% | Reduced | Holders |
| Q1 2022 | 22,320 | $334.0K | <0.1% | +1,735+8.4% | Added | Holders |
| Q4 2021 | 20,585 | $207.0K | <0.1% | +20,585 | New | Holders |