Position in SMA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,666,823
-$125,562 QoQ
Shares Held
55,047
-5.0% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026PFG Investments, LLC holds $5,165,819 across 5 REIT - Industrial names. SMA ranks #2 (32.3% of the industry book) .
All Filings in SMA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,666,823 | 55,047 | 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. | ||||||