Position in SMA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,723,427
+$2,032,925 QoQ
Shares Held
114,567
+105.2% QoQ
Ownership
0.207%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 260 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $374,872,200 across 13 REIT - Industrial names. SMA ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,102,309 | $284,799,797 | |
| 2 | PSA |
Public Storage
|
102,176 | $32,523,638 | |
| 3 | TRNO |
Terreno Realty Corp
|
328,519 | $21,278,173 | |
| 4 | COLD |
Americold Realty Trust
|
792,810 | $12,462,971 | |
| 5 | EXR |
Extra Space Storage Inc.
|
57,146 | $8,303,311 | |
| 6 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
114,567 | $3,723,427 | |
| 7 | STAG |
STAG Industrial, Inc.
|
76,278 | $2,903,139 | |
| 8 | EGP |
Eastgroup Properties Inc
|
12,728 | $2,577,801 |
All Filings in SMA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,723,427 | 114,567 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||