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Castleview Partners, LLC

SEC CIK
0001737088
Latest filing
Jul 20, 2026

SMA holding history

SmartStop Self Storage REIT, Inc. in every 13F filed by Castleview Partners, LLC, 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)
10,515
Value
$341.8K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of SMA by Castleview Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,515$341.8K0.2%+925+9.6%AddedHolders
Q1 20269,590$290.4K0.1%−4,859−33.6%ReducedHolders
Q4 202514,449$447.1K0.2%−280−1.9%ReducedHolders
Q3 202514,729$554.4K0.3%+14,729NewHolders