Position in SMA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,599,438
-$748,614 QoQ
Shares Held
184,922
-9.9% QoQ
Ownership
0.334%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 Mar 31, 2026CI INVESTMENTS INC. holds $178,892,964 across 4 REIT - Industrial names. SMA ranks #3 (3.1% of the industry book) .
All Filings in SMA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,599,438 | 184,922 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,348,052 | 205,173 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,022,400 | 160,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,789,554 | 159,800 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||