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PFG Investments, LLC

Position in SMA — SmartStop Self Storage REIT, Inc.

CIK 1973224 WOODBURY, NY

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, 2026

PFG Investments, LLC holds $5,165,819 across 5 REIT - Industrial names. SMA ranks #2 (32.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SMA
SmartStop Self Storage REIT, Inc.
This page
55,047 $1,666,823

All Filings in SMA

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2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,666,823 55,047
2025-12-31 $1,792,385 57,931