RAYMOND JAMES FINANCIAL INC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 720005
ST. PETERSBURG, FL
Position in SMA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,528,833
-$384,692 QoQ
Shares Held
83,515
-11.3% QoQ
Ownership
0.151%
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 69%
Shared 0%
None 31%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $611,894,277 across 15 REIT - Industrial names. SMA ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,830,577 | $241,965,665 | |
| 2 | EGP |
Eastgroup Properties Inc
|
691,266 | $127,946,420 | |
| 3 | PSA |
Public Storage
|
283,502 | $76,795,021 | |
| 4 | STAG |
STAG Industrial, Inc.
|
1,962,930 | $70,783,253 | |
| 5 | EXR |
Extra Space Storage Inc.
|
171,688 | $22,513,446 | |
| 6 | TRNO |
Terreno Realty Corp
|
333,445 | $20,480,190 | |
| 7 | REXR |
Rexford Industrial Realty, Inc.
|
449,133 | $14,700,121 | |
| 8 | CUBE |
CubeSmart
|
235,450 | $8,629,241 |
All Filings in SMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,528,833 | 83,515 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,913,525 | 94,167 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $3,132,023 | 83,210 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $35,287 | 974 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||