Position in SMA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,690,502
+$1,032,904 QoQ
Shares Held
55,829
+162.7% QoQ
Ownership
0.101%
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 94%
Shared 0%
None 6%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $342,190,781 across 12 REIT - Industrial names. SMA ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,018,566 | $266,814,050 | |
| 2 | PSA |
Public Storage
|
85,676 | $23,207,912 | |
| 3 | TRNO |
Terreno Realty Corp
|
328,983 | $20,206,134 | |
| 4 | EXR |
Extra Space Storage Inc.
|
82,129 | $10,769,572 | |
| 5 | COLD |
Americold Realty Trust
|
686,855 | $7,871,356 | |
| 6 | REXR |
Rexford Industrial Realty, Inc.
|
87,636 | $2,868,324 | |
| 7 | EGP |
Eastgroup Properties Inc
|
11,708 | $2,167,033 | |
| 8 | STAG |
STAG Industrial, Inc.
|
57,432 | $2,070,996 |
All Filings in SMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,690,502 | 55,829 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $657,598 | 21,254 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $722,499 | 19,195 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $605,222 | 16,705 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||