CAPTRUST FINANCIAL ADVISORS
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1512024
RALEIGH, NC
Position in SMA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,148,278
-$136,072 QoQ
Shares Held
37,922
-8.6% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $34,950,255 across 13 REIT - Industrial names. SMA ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
80,916 | $10,695,476 | |
| 2 | PSA |
Public Storage
|
24,505 | $6,637,914 | |
| 3 | EXR |
Extra Space Storage Inc.
|
35,925 | $4,710,845 | |
| 4 | LXP |
LXP Industrial Trust
|
92,364 | $4,272,758 | |
| 5 | EGP |
Eastgroup Properties Inc
|
12,152 | $2,249,213 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
26,286 | $1,520,645 | |
| 7 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
37,922 | $1,148,278 | |
| 8 | STAG |
STAG Industrial, Inc.
|
30,547 | $1,101,524 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,148,278 | 37,922 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,284,350 | 41,511 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $208,149 | 5,530 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||