Position in SMA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,637,253
-$6,470,753 QoQ
Shares Held
219,196
-48.3% QoQ
Ownership
0.396%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $4,875,288,581 across 17 REIT - Industrial names. SMA ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
20,601,983 | $2,723,170,103 | |
| 2 | PSA |
Public Storage
|
3,827,084 | $1,036,680,506 | |
| 3 | EXR |
Extra Space Storage Inc.
|
3,097,227 | $406,139,369 | |
| 4 | CUBE |
CubeSmart
|
3,800,319 | $139,281,687 | |
| 5 | EGP |
Eastgroup Properties Inc
|
726,162 | $134,405,319 | |
| 6 | STAG |
STAG Industrial, Inc.
|
2,781,091 | $100,286,137 | |
| 7 | REXR |
Rexford Industrial Realty, Inc.
|
2,817,608 | $92,220,304 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
1,571,525 | $90,912,717 |
All Filings in SMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,637,253 | 219,196 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $13,108,006 | 423,659 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $10,887,821 | 289,262 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $3,154,727 | 87,075 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||