Position in SMA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$577,265
+$37,313 QoQ
Shares Held
17,762
-0.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 259 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026&PARTNERS holds $42,543,939 across 10 REIT - Industrial names. SMA ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
174,653 | $23,660,241 | |
| 2 | PSA |
Public Storage
|
37,444 | $11,918,799 | |
| 3 | STAG |
STAG Industrial, Inc.
|
54,681 | $2,081,158 | |
| 4 | EGP |
Eastgroup Properties Inc
|
6,982 | $1,414,064 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
36,039 | $1,207,306 | |
| 6 | COLD |
Americold Realty Trust
|
43,897 | $690,060 | |
| 7 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
17,762 | $577,265 | |
| 8 | EXR |
Extra Space Storage Inc.
|
3,179 | $461,908 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,265 | 17,762 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $539,952 | 17,832 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $541,480 | 17,501 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||