Position in SMA
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$229,840
-$17,032 QoQ
Shares Held
7,072
-13.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#187
of 259 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, 2026CX Institutional holds $1,856,423 across 9 REIT - Industrial names. SMA ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
4,950 | $670,576 | |
| 2 | PSA |
Public Storage
|
1,829 | $582,188 | |
| 3 | EXR |
Extra Space Storage Inc.
|
1,958 | $284,497 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
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|
7,072 | $229,840 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
1,768 | $59,228 | |
| 6 | EGP |
Eastgroup Properties Inc
|
69 | $13,974 | |
| 7 | CUBE |
CubeSmart
|
326 | $12,965 | |
| 8 | LINE |
Lineage, Inc.
|
52 | $2,249 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,840 | 7,072 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $246,872 | 8,153 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $252,253 | 8,153 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||