Position in SMA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$407,777
+$29,277 QoQ
Shares Held
12,547
+0.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#150
of 259 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026AlTi Global, Inc. holds $25,118,046 across 2 REIT - Industrial names. SMA ranks #2 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
182,404 | $24,710,269 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
12,547 | $407,777 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,777 | 12,547 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $378,500 | 12,500 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $386,750 | 12,500 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||