Position in SMA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,971,352
+$16,143 QoQ
Shares Held
60,657
-6.1% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
#85
of 260 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026Sequent Planning LLC holds $1,971,352 across 1 REIT - Industrial name. SMA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMA |
SmartStop Self Storage REIT, Inc.
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|
60,657 | $1,971,352 |
All Filings in SMA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,971,352 | 60,657 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,955,209 | 64,571 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,012,616 | 65,049 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $931,251 | 24,741 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||