PRINCIPAL FINANCIAL GROUP INC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1126328
DES MOINES, IA
Position in SMA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$78,610,906
+$14,653,007 QoQ
Shares Held
2,596,133
+25.6% QoQ
Ownership
4.69%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,521,230,854 across 13 REIT - Industrial names. SMA ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
10,506,229 | $1,388,713,346 | |
| 2 | EXR |
Extra Space Storage Inc.
|
6,430,326 | $843,208,647 | |
| 3 | EGP |
Eastgroup Properties Inc
|
2,328,714 | $431,021,672 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
11,470,763 | $375,438,072 | |
| 5 | TRNO |
Terreno Realty Corp
|
4,188,453 | $257,254,780 | |
| 6 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
2,596,133 | $78,610,906 | |
| 7 | PSA |
Public Storage
|
234,612 | $63,551,698 | |
| 8 | CUBE |
CubeSmart
|
508,977 | $18,654,006 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||