Position in SMA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$975
+$67 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 259 holders
Holding Since
Jun 2025
5 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, 2026WPG Advisers, LLC holds $105,105 across 9 REIT - Industrial names. SMA ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
555 | $75,185 | |
| 2 | EGP |
Eastgroup Properties Inc
|
56 | $11,341 | |
| 3 | STAG |
STAG Industrial, Inc.
|
255 | $9,705 | |
| 4 | PSA |
Public Storage
|
9 | $2,864 | |
| 5 | LXP |
LXP Industrial Trust
|
39 | $2,101 | |
| 6 | CUBE |
CubeSmart
|
51 | $2,028 | |
| 7 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
30 | $975 | |
| 8 | TRNO |
Terreno Realty Corp
|
14 | $906 |
All Filings in SMA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975 | 30 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $908 | 30 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $928 | 30 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,129 | 30 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,086 | 30 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||