Cambridge Investment Research Advisors, Inc.
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1419186
FAIRFIELD, IA
Position in SMA
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$4,039,866
-$17,079 QoQ
Shares Held
133,417
+1.7% QoQ
Ownership
0.241%
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
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Cambridge Investment Research Advisors, Inc. holds $23,723,201 across 9 REIT - Industrial names. SMA ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
85,080 | $11,245,874 | |
| 2 | PSA |
Public Storage
|
16,216 | $4,392,590 | |
| 3 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
133,417 | $4,039,866 | |
| 4 | STAG |
STAG Industrial, Inc.
|
44,802 | $1,615,560 | |
| 5 | EXR |
Extra Space Storage Inc.
|
8,290 | $1,087,067 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
12,810 | $642,549 | |
| 7 | LXP |
LXP Industrial Trust
|
6,272 | $290,142 | |
| 8 | NSA |
National Storage Affiliates Trust
|
6,203 | $234,101 |
All Filings in SMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,039,866 | 133,417 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,056,945 | 131,123 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $250,268 | 6,649 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $340,562 | 9,400 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||