COMMONWEALTH EQUITY SERVICES, LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 312272
WALTHAM, MA
Position in SMA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,607,402
-$338,808 QoQ
Shares Held
110,997
-14.8% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 260 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $36,543,374 across 12 REIT - Industrial names. SMA ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
36,973 | $11,768,875 | |
| 2 | PLD |
Prologis, Inc.
|
72,027 | $9,757,497 | |
| 3 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
110,997 | $3,607,402 | |
| 4 | COLD |
Americold Realty Trust
|
221,847 | $3,487,434 | |
| 5 | IIPR |
Innovative Industrial Properties Inc
|
32,667 | $2,024,700 | |
| 6 | STAG |
STAG Industrial, Inc.
|
52,568 | $2,000,738 | |
| 7 | CUBE |
CubeSmart
|
36,949 | $1,469,461 | |
| 8 | EXR |
Extra Space Storage Inc.
|
8,311 | $1,207,588 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,607,402 | 110,997 | Shares | Sole | 2026-07-29 | |
| 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. | ||||||