Position in SMA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,218,750
-$3,949,250 QoQ
Shares Held
437,500
-27.1% QoQ
Ownership
0.790%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#23
of 260 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Zimmer Partners, LP holds $22,134,025 across 3 REIT - Industrial names. SMA ranks #1 (64.2% of the industry book) .
All Filings in SMA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,218,750 | 437,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,168,000 | 600,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,538,610 | 631,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,094,310 | 852,665 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,382,804 | 838,609 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||