Position in SMA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,412,216
+$2,512,210 QoQ
Shares Held
178,739
+90.7% QoQ
Ownership
0.323%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026CHOREO, LLC holds $10,621,131 across 9 REIT - Industrial names. SMA ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
178,739 | $5,412,216 | |
| 2 | PLD |
Prologis, Inc.
|
19,087 | $2,522,919 | |
| 3 | PSA |
Public Storage
|
2,136 | $578,599 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
9,550 | $552,467 | |
| 5 | EGP |
Eastgroup Properties Inc
|
2,269 | $419,969 | |
| 6 | STAG |
STAG Industrial, Inc.
|
10,400 | $375,024 | |
| 7 | NSA |
National Storage Affiliates Trust
|
9,573 | $361,285 | |
| 8 | LXP |
LXP Industrial Trust
|
4,405 | $203,775 |
All Filings in SMA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,412,216 | 178,739 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,900,006 | 93,730 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||