PRINCIPAL FINANCIAL GROUP INC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1126328
DES MOINES, IA
Position in SMA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$104,188,012
+$25,577,106 QoQ
Shares Held
3,205,785
+23.5% QoQ
Ownership
5.79%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3
of 259 holders
Holding Since
Sep 2025
4 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,666,421,805 across 14 REIT - Industrial names. SMA ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
10,193,516 | $1,380,915,610 | |
| 2 | EXR |
Extra Space Storage Inc.
|
6,057,187 | $880,109,270 | |
| 3 | EGP |
Eastgroup Properties Inc
|
2,310,283 | $467,901,614 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
11,004,961 | $368,666,192 | |
| 5 | TRNO |
Terreno Realty Corp
|
4,349,532 | $281,719,185 | |
| 6 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
3,205,785 | $104,188,012 | |
| 7 | PSA |
Public Storage
|
240,059 | $76,413,180 | |
| 8 | CUBE |
CubeSmart
|
514,056 | $20,444,007 |
All Filings in SMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,188,012 | 3,205,785 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $78,610,906 | 2,596,133 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $63,957,899 | 2,067,159 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $743,728 | 19,759 | Shares | Defined | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||