Position in SMA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,433,504
+$34,067 QoQ
Shares Held
44,108
-4.6% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 260 holders
Holding Since
Dec 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 Jun 30, 2026AE Wealth Management LLC holds $12,504,840 across 9 REIT - Industrial names. SMA ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
|
65,472 | $3,527,630 | |
| 2 | REXR |
Rexford Industrial Realty, Inc.
|
79,356 | $2,658,412 | |
| 3 | PLD |
Prologis, Inc.
|
15,838 | $2,145,553 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
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|
44,108 | $1,433,504 | |
| 5 | EGP |
Eastgroup Properties Inc
|
3,610 | $731,115 | |
| 6 | PSA |
Public Storage
|
1,907 | $607,008 | |
| 7 | TRNO |
Terreno Realty Corp
|
8,234 | $533,302 | |
| 8 | STAG |
STAG Industrial, Inc.
|
11,547 | $439,465 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,433,504 | 44,108 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,399,437 | 46,217 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,606,549 | 51,925 | Shares | Other | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||