Position in SMA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$8,791,374
+$700,812 QoQ
Shares Held
290,336
+11.0% QoQ
Ownership
0.524%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $277,357,785 across 16 REIT - Industrial names. SMA ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,276,905 | $168,781,302 | |
| 2 | PSA |
Public Storage
|
141,064 | $38,211,416 | |
| 3 | NSA |
National Storage Affiliates Trust
|
471,091 | $17,778,974 | |
| 4 | EXR |
Extra Space Storage Inc.
|
114,569 | $15,023,432 | |
| 5 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
290,336 | $8,791,374 | |
| 6 | STAG |
STAG Industrial, Inc.
|
139,256 | $5,021,571 | |
| 7 | CUBE |
CubeSmart
|
134,998 | $4,947,676 | |
| 8 | EGP |
Eastgroup Properties Inc
|
25,946 | $4,802,345 |
All Filings in SMA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,791,374 | 290,336 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,090,562 | 261,492 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $808,657 | 21,484 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $781,626 | 21,574 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||