ENVESTNET ASSET MANAGEMENT INC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1407543
Berwyn, PA
Position in SMA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,365,765
-$164,883 QoQ
Shares Held
103,562
-11.2% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 260 holders
Holding Since
Jun 2025
5 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $724,694,375 across 15 REIT - Industrial names. SMA ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
3,734,005 | $505,845,657 | |
| 2 | PSA |
Public Storage
|
238,796 | $76,011,154 | |
| 3 | EGP |
Eastgroup Properties Inc
|
156,491 | $31,694,122 | |
| 4 | EXR |
Extra Space Storage Inc.
|
152,781 | $22,199,079 | |
| 5 | TRNO |
Terreno Realty Corp
|
300,248 | $19,447,062 | |
| 6 | STAG |
STAG Industrial, Inc.
|
460,037 | $17,509,008 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
276,179 | $16,932,534 | |
| 8 | COLD |
Americold Realty Trust
|
763,445 | $12,001,355 |
All Filings in SMA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,365,765 | 103,562 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,530,648 | 116,600 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,164,357 | 102,274 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,001,094 | 106,299 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,716,509 | 102,581 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||