Position in SMA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,667,850
+$3,876,476 QoQ
Shares Held
389,780
+34.3% QoQ
Ownership
0.704%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 260 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $298,743,779 across 16 REIT - Industrial names. SMA ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,389,059 | $188,175,822 | |
| 2 | PSA |
Public Storage
|
154,213 | $49,087,540 | |
| 3 | EXR |
Extra Space Storage Inc.
|
114,865 | $16,689,884 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
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|
389,780 | $12,667,850 | |
| 5 | STAG |
STAG Industrial, Inc.
|
162,732 | $6,193,579 | |
| 6 | ILPT |
Industrial Logistics Properties Trust
|
594,902 | $5,276,780 | |
| 7 | EGP |
Eastgroup Properties Inc
|
25,034 | $5,070,136 | |
| 8 | CUBE |
CubeSmart
|
108,823 | $4,327,890 |
All Filings in SMA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,667,850 | 389,780 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||