ENVESTNET ASSET MANAGEMENT INC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1407543
Berwyn, PA
Position in SMA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,530,648
+$366,291 QoQ
Shares Held
116,600
+14.0% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.00%
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $682,753,439 across 13 REIT - Industrial names. SMA ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
3,725,610 | $492,451,129 | |
| 2 | PSA |
Public Storage
|
191,889 | $51,978,892 | |
| 3 | EGP |
Eastgroup Properties Inc
|
156,837 | $29,028,960 | |
| 4 | EXR |
Extra Space Storage Inc.
|
160,355 | $21,027,351 | |
| 5 | TRNO |
Terreno Realty Corp
|
285,817 | $17,554,880 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
289,103 | $16,724,608 | |
| 7 | STAG |
STAG Industrial, Inc.
|
440,171 | $15,872,566 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
352,051 | $11,522,629 |
All Filings in SMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||