Position in SMA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$854,562
-$88,674 QoQ
Shares Held
28,222
-7.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026CWM, LLC holds $26,893,808 across 17 REIT - Industrial names. SMA ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
73,203 | $9,675,972 | |
| 2 | PSA |
Public Storage
|
16,511 | $4,472,499 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
50,089 | $2,897,648 | |
| 4 | CUBE |
CubeSmart
|
56,707 | $2,078,311 | |
| 5 | EXR |
Extra Space Storage Inc.
|
14,403 | $1,888,665 | |
| 6 | LINE |
Lineage, Inc.
|
55,363 | $1,813,691 | |
| 7 | REXR |
Rexford Industrial Realty, Inc.
|
32,158 | $1,052,531 | |
| 8 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
28,222 | $854,562 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $854,562 | 28,222 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $943,236 | 30,486 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $133,697 | 3,552 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||