Position in SMA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,798,144
-$170,982 QoQ
Shares Held
92,409
-3.7% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 98.71982166239219.ToString("F0")%
Shared 0.ToString("F0")%
None 1.2801783376078089.ToString("F0")%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $1,532,641,703 across 14 REIT - Industrial names. SMA ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
10,591,811 | $1,400,025,573 | |
| 2 | STAG |
STAG Industrial, Inc.
|
1,002,551 | $36,151,987 | |
| 3 | EGP |
Eastgroup Properties Inc
|
151,287 | $28,001,708 | |
| 4 | CUBE |
CubeSmart
|
591,227 | $21,668,469 | |
| 5 | EXR |
Extra Space Storage Inc.
|
106,890 | $14,016,481 | |
| 6 | PSA |
Public Storage
|
45,544 | $12,336,953 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
160,790 | $9,301,700 | |
| 8 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
92,409 | $2,798,144 |
All Filings in SMA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,798,144 | 92,409 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,969,126 | 95,964 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,113,748 | 56,157 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,994,968 | 55,064 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||