PFG Investments, LLC

Position in SMA — SmartStop Self Storage REIT, Inc.

CIK 1973224 WOODBURY, NY

Position in SMA

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,767,187

+$100,364 QoQ

Shares Held

54,375

-1.2% QoQ

Ownership

0.098%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#89

of 260 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

PFG Investments, LLC holds $5,369,954 across 5 REIT - Industrial names. SMA ranks #2 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	18,980	$2,571,220
2	SMA	SmartStop Self Storage REIT, Inc. This page	54,375	$1,767,187
3	PSA	Public Storage	1,279	$407,118
4	IIPR	Innovative Industrial Properties Inc	6,063	$375,784
5	STAG	STAG Industrial, Inc.	6,533	$248,645

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,767,187	54,375	-1.2%	Shares	Sole	2026-07-23
2026-03-31	$1,666,823	55,047	-5.0%	Shares	Sole	2026-04-27
2025-12-31	$1,792,385	57,931	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.