Cambridge Investment Research Advisors, Inc.
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1419186
FAIRFIELD, IA
Position in SMA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,837,437
-$202,429 QoQ
Shares Held
118,075
-11.5% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#57
of 260 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $25,008,805 across 7 REIT - Industrial names. SMA ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
88,669 | $12,011,989 | |
| 2 | PSA |
Public Storage
|
15,731 | $5,007,334 | |
| 3 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
118,075 | $3,837,437 | |
| 4 | STAG |
STAG Industrial, Inc.
|
44,493 | $1,693,403 | |
| 5 | EXR |
Extra Space Storage Inc.
|
8,360 | $1,214,708 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
15,533 | $962,735 | |
| 7 | COLD |
Americold Realty Trust
|
17,888 | $281,199 |
All Filings in SMA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,837,437 | 118,075 | Shares | Sole | 2026-07-30 | |
| 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. | ||||||