HARBOUR INVESTMENTS, INC.
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 810121
MADISON, WI
Position in SMA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$29,477
+$2,014 QoQ
Shares Held
907
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 256 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $7,077,935 across 13 REIT - Industrial names. SMA ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
29,051 | $3,935,538 | |
| 2 | EXR |
Extra Space Storage Inc.
|
8,618 | $1,252,195 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
19,951 | $1,223,195 | |
| 4 | PSA |
Public Storage
|
1,621 | $515,980 | |
| 5 | EGP |
Eastgroup Properties Inc
|
249 | $50,429 | |
| 6 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
907 | $29,477 | |
| 7 | IIPR |
Innovative Industrial Properties Inc
|
331 | $20,515 | |
| 8 | STAG |
STAG Industrial, Inc.
|
527 | $20,057 |
All Filings in SMA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,477 | 907 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $27,463 | 907 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||