COMMONWEALTH EQUITY SERVICES, LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 312272
WALTHAM, MA
Position in SMA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,946,210
-$249,532 QoQ
Shares Held
130,324
-3.9% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $33,438,459 across 11 REIT - Industrial names. SMA ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
37,969 | $10,285,042 | |
| 2 | PLD |
Prologis, Inc.
|
76,890 | $10,163,320 | |
| 3 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
130,324 | $3,946,210 | |
| 4 | COLD |
Americold Realty Trust
|
220,049 | $2,521,761 | |
| 5 | STAG |
STAG Industrial, Inc.
|
54,593 | $1,968,623 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
27,428 | $1,375,788 | |
| 7 | EXR |
Extra Space Storage Inc.
|
8,845 | $1,159,844 | |
| 8 | CUBE |
CubeSmart
|
31,110 | $1,140,181 |
All Filings in SMA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,946,210 | 130,324 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,195,742 | 135,609 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||