Position in FR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,507,612
+$16,703 QoQ
Shares Held
24,590
-4.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 484 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $374,872,200 across 13 REIT - Industrial names. FR ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,102,309 | $284,799,797 | |
| 2 | PSA |
Public Storage
|
102,176 | $32,523,638 | |
| 3 | TRNO |
Terreno Realty Corp
|
328,519 | $21,278,173 | |
| 4 | COLD |
Americold Realty Trust
|
792,810 | $12,462,971 | |
| 5 | EXR |
Extra Space Storage Inc.
|
57,146 | $8,303,311 | |
| 6 | SMA |
SmartStop Self Storage REIT, Inc.
|
114,567 | $3,723,427 | |
| 7 | STAG |
STAG Industrial, Inc.
|
76,278 | $2,903,139 | |
| 8 | EGP |
Eastgroup Properties Inc
|
12,728 | $2,577,801 |
All Filings in FR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,507,612 | 24,590 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,490,909 | 25,772 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,427,682 | 24,929 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,256,742 | 24,417 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,164,215 | 24,189 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,338,745 | 24,810 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,309,443 | 26,121 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,449,824 | 25,899 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,217,252 | 25,621 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,397,247 | 26,594 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,412,818 | 26,824 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,592,845 | 54,483 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,928,204 | 55,627 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,985,902 | 56,126 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,724,709 | 56,459 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,528,268 | 56,422 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,734,562 | 57,594 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,622,786 | 58,517 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,907,057 | 59,019 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,035,430 | 58,284 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,187,229 | 61,023 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,847,678 | 62,190 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,649,302 | 62,884 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,683,116 | 67,415 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,781,979 | 72,372 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,490,454 | 74,946 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||