Position in SMA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,305
+$431 QoQ
Shares Held
194
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#246
of 259 holders
Holding Since
Mar 2026
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 Jun 30, 2026Napier Financial, LLC holds $280,631 across 2 REIT - Industrial names. SMA ranks #2 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,025 | $274,326 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
194 | $6,305 |
All Filings in SMA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,305 | 194 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,874 | 194 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||