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BANK OF AMERICA CORP /DE/

Bank

Position in SMA — SmartStop Self Storage REIT, Inc.

CIK 70858 CHARLOTTE, NC

Position in SMA

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$6,739,902
+$2,250,295 QoQ
Shares Held
222,586
+53.4% QoQ
Ownership
0.402%
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 43% Shared 0% None 57%

Common Shares in SMA Over Time

Shares Held

Position Value (USD)

Position in REIT - Industrial

Real Estate · as of Mar 31, 2026

BANK OF AMERICA CORP /DE/ holds $2,228,092,795 across 17 REIT - Industrial names. SMA ranks #14 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in SMA

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,739,902 222,586
2025-12-31 $4,489,607 145,107
2025-09-30 $7,979,716 212,001
2025-06-30 $5,379,211 148,474