Position in SMA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,399,437
-$207,112 QoQ
Shares Held
46,217
-11.0% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.02%
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, 2026AE Wealth Management LLC holds $10,802,907 across 9 REIT - Industrial names. SMA ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
|
62,435 | $2,888,243 | |
| 2 | REXR |
Rexford Industrial Realty, Inc.
|
73,096 | $2,392,410 | |
| 3 | PLD |
Prologis, Inc.
|
13,372 | $1,767,492 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
46,217 | $1,399,437 | |
| 5 | EGP |
Eastgroup Properties Inc
|
4,114 | $761,446 | |
| 6 | TRNO |
Terreno Realty Corp
|
6,959 | $427,407 | |
| 7 | PSA |
Public Storage
|
1,568 | $424,732 | |
| 8 | STAG |
STAG Industrial, Inc.
|
10,664 | $384,529 |
All Filings in SMA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||