Stock Transactions — SMARTSTOP SELF STORAG REIT I

Total Bought
12,682,394
168 transactions
Total Sold
4,280,648
67 transactions
Net
+8,401,746
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
PRINCIPAL FINANCIAL GROUP INC19,7592,067,159+2,047,4000.000.03+0.03buy
VANGUARD GROUP INC1,609,6013,576,922+1,967,3210.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/5,202,8085,913,679+710,8710.020.02-0.00buy
BNP Paribas Asset Management Holding S.A.0522,760+522,7600.000.02+0.02buy
RUSH ISLAND MANAGEMENT, LP0505,613+505,6130.000.98+0.98buy
STATE STREET CORP658,5931,146,404+487,8110.000.00+0.00buy
Nuveen, LLC208,010543,119+335,1090.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC454,882786,607+331,7250.000.00+0.00buy
Cetera Investment Advisers147,192447,115+299,9230.010.02+0.01buy
GEODE CAPITAL MANAGEMENT, LLC712,9471,006,552+293,6050.000.00+0.00buy
APG Asset Management US Inc.0293,366+293,3660.000.07+0.07buy
LPL Financial LLC21,484261,492+240,0080.000.00+0.00buy
Hudson Bay Capital Management LP0225,751+225,7510.000.04+0.04buy
WELLINGTON MANAGEMENT GROUP LLP1,196,0651,414,451+218,3860.010.01-0.00buy
GOLDMAN SACHS GROUP INC616,960795,696+178,7360.000.00+0.00buy
Kestra Advisory Services, LLC17,932182,694+164,7620.000.02+0.02buy
CENTAURUS FINANCIAL, INC.3,820167,208+163,3880.010.24+0.23buy
Aberdeen Group plc817,545966,936+149,3910.050.05-0.00buy
BROOKFIELD Corp /ON/174,194318,738+144,5440.010.01+0.00buy
Prime Capital Investment Advisors, LLC0144,312+144,3120.000.05+0.05buy
DUFF & PHELPS INVESTMENT MANAGEMENT CO959,5471,099,700+140,1530.410.39-0.02buy
Susquehanna Portfolio Strategies, LLC0137,584+137,5840.000.07+0.07buy
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC235,403371,785+136,3820.130.17+0.04buy
Lighthouse Investment Partners, LLC64,000200,000+136,0000.090.21+0.12buy
COMMONWEALTH EQUITY SERVICES, LLC0135,609+135,6090.000.01+0.01buy
JPMORGAN CHASE & CO289,262423,659+134,3970.000.00+0.00buy
Cambridge Investment Research Advisors, Inc.6,649131,123+124,4740.000.01+0.01buy
Merit Financial Group, LLC0114,992+114,9920.000.03+0.03buy
CHOREO, LLC093,730+93,7300.000.04+0.04buy
Man Group plc087,054+87,0540.000.01+0.01buy
Bank of New York Mellon Corp94,622172,946+78,3240.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO067,392+67,3920.000.01+0.01buy
MAVERICK CAPITAL LTD93,596159,563+65,9670.050.05+0.01buy
PFG Investments, LLC057,931+57,9310.000.08+0.08buy
Squarepoint Ops LLC055,850+55,8500.000.00+0.00buy
AE Wealth Management LLC051,925+51,9250.000.01+0.01buy
Advisory Services Network, LLC049,864+49,8640.000.02+0.02buy
JANUS HENDERSON GROUP PLC362,296412,118+49,8220.010.01-0.00buy
CITIGROUP INC2,34949,812+47,4630.000.00+0.00buy
CI INVESTMENTS INC.160,000205,173+45,1730.020.03+0.01buy
NORTHERN TRUST CORP270,056313,370+43,3140.000.00-0.00buy
OSAIC HOLDINGS, INC.041,151+41,1510.000.00+0.00buy
Beacon Capital Management, LLC040,981+40,9810.000.20+0.20buy
Arkadios Wealth Advisors040,695+40,6950.000.02+0.02buy
WELLS FARGO & COMPANY/MN26,23866,600+40,3620.000.00+0.00buy
Sequent Planning LLC24,74165,049+40,3080.250.51+0.26buy
FRANKLIN RESOURCES INC56,15795,964+39,8070.000.00+0.00buy
NOMURA ASSET MANAGEMENT CO LTD45,02082,620+37,6000.000.01+0.00buy
THRIVENT FINANCIAL FOR LUTHERANS037,575+37,5750.000.00+0.00buy
CAPTRUST FINANCIAL ADVISORS5,53041,511+35,9810.000.00+0.00buy
Blue Sky Capital Consultants Group, Inc.034,378+34,3780.000.46+0.46buy
XTX Topco Ltd034,222+34,2220.000.03+0.03buy
SEI INVESTMENTS CO133,297166,947+33,6500.010.01-0.00buy
Asset Management One Co., Ltd.43,62076,778+33,1580.000.01+0.00buy
J.W. COLE ADVISORS, INC.032,849+32,8490.000.01+0.01buy
OVERSEA-CHINESE BANKING Corp Ltd78,115108,273+30,1580.080.09+0.02buy
MML INVESTORS SERVICES, LLC16,92446,910+29,9860.000.00+0.00buy
CWM, LLC3,55230,486+26,9340.000.00+0.00buy
Engineers Gate Manager LP026,570+26,5700.000.01+0.01buy
Farther Finance Advisors, LLC1524,179+24,1640.000.01+0.01buy
JACOBS LEVY EQUITY MANAGEMENT, INC024,065+24,0650.000.00+0.00buy
Sumitomo Mitsui Trust Group, Inc.34,27457,419+23,1450.000.00+0.00buy
MORGAN STANLEY112,209135,040+22,8310.000.00-0.00buy
Apollon Wealth Management, LLC022,142+22,1420.000.01+0.01buy
Etesian Wealth Advisors, Inc.021,673+21,6730.000.21+0.21buy
TrueWealth Advisors, LLC020,737+20,7370.000.17+0.17buy
Mitsubishi UFJ Asset Management Co., Ltd.23,00643,442+20,4360.000.00+0.00buy
ALLSTATE CORP018,766+18,7660.000.01+0.01buy
&PARTNERS017,501+17,5010.000.00+0.00buy
Trivium Point Advisory, LLC7,56524,606+17,0410.030.08+0.05buy
EntryPoint Capital, LLC016,972+16,9720.000.20+0.20buy
Valued Wealth Advisors LLC016,588+16,5880.000.23+0.23buy
Crossingbridge Advisors, LLC5,00020,000+15,0000.100.18+0.08buy
Onyx Bridge Wealth Group LLC014,983+14,9830.000.05+0.05buy
State of Alaska, Department of Revenue15,14429,441+14,2970.010.01+0.00buy
Waverly Advisors, LLC013,212+13,2120.000.00+0.00buy
Metis Global Partners, LLC013,098+13,0980.000.01+0.01buy
Sumitomo Mitsui DS Asset Management Company, Ltd012,997+12,9970.000.00+0.00buy
Jain Global LLC012,975+12,9750.000.00+0.00buy
Quartz Partners, LLC012,933+12,9330.000.15+0.15buy
OneAscent Wealth Management LLC012,548+12,5480.000.13+0.13buy
AlTi Global, Inc.012,500+12,5000.000.01+0.01buy
Kovack Advisors, Inc.012,498+12,4980.000.02+0.02buy
Orion Porfolio Solutions, LLC012,086+12,0860.000.00+0.00buy
Creative Planning011,941+11,9410.000.00+0.00buy
Entropy Technologies, LP011,749+11,7490.000.02+0.02buy
Prostatis Group LLC011,671+11,6710.000.09+0.09buy
ADAPT WEALTH ADVISORS, LLC011,392+11,3920.000.12+0.12buy
RAYMOND JAMES FINANCIAL INC83,21094,167+10,9570.000.00-0.00buy
Quantinno Capital Management LP6,23117,091+10,8600.000.00+0.00buy
BridgePort Financial Solutions, LLC09,990+9,9900.000.08+0.08buy
SG Americas Securities, LLC09,862+9,8620.000.00+0.00buy
Resona Asset Management Co.,Ltd.13,60323,343+9,7400.000.00+0.00buy
PARK AVENUE SECURITIES LLC09,522+9,5220.000.00+0.00buy
Raleigh Capital Management Inc.09,267+9,2670.000.10+0.10buy
CAPITAL ADVISORS INC/OK09,076+9,0760.000.00+0.00buy
PharVision Advisers, LLC08,848+8,8480.000.14+0.14buy
Sequoia Financial Advisors, LLC08,372+8,3720.000.00+0.00buy
Focus Partners Wealth08,306+8,3060.000.00+0.00buy
ROYAL BANK OF CANADA44,76452,997+8,2330.000.00-0.00buy
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