Sunbelt Securities, Inc.
Broker-DealerPosition in SMA — SmartStop Self Storage REIT, Inc.
CIK 1632932
HOUSTON, TX
Position in SMA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,058
-$36 QoQ
Shares Held
101
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Sunbelt Securities, Inc. holds $1,749,785 across 12 REIT - Industrial names. SMA ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IIPR |
Innovative Industrial Properties Inc
|
27,131 | $1,360,890 | |
| 2 | PSA |
Public Storage
|
883 | $239,187 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
1,153 | $66,701 | |
| 4 | PLD |
Prologis, Inc.
|
239 | $31,591 | |
| 5 | EXR |
Extra Space Storage Inc.
|
166 | $21,767 | |
| 6 | CUBE |
CubeSmart
|
547 | $20,047 | |
| 7 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
101 | $3,058 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
84 | $2,749 |
All Filings in SMA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,058 | 101 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,094 | 100 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||