Position in SMA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$25,971,610
-$10,126,367 QoQ
Shares Held
857,715
-13.9% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
3.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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 Mar 31, 2026Conversant Capital LLC holds $38,577,610 across 2 REIT - Industrial names. SMA ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
857,715 | $25,971,610 | |
| 2 | COLD |
Americold Realty Trust
|
1,100,000 | $12,606,000 |
All Filings in SMA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,971,610 | 857,715 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $36,097,977 | 996,356 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||