Position in SMA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,988,305
+$447,123 QoQ
Shares Held
65,664
+31.8% QoQ
Ownership
0.119%
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 100%
Shared 0%
None 0%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026CITIGROUP INC holds $563,822,035 across 17 REIT - Industrial names. SMA ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,801,320 | $238,098,475 | |
| 2 | PSA |
Public Storage
|
489,486 | $132,591,966 | |
| 3 | EXR |
Extra Space Storage Inc.
|
452,926 | $59,392,185 | |
| 4 | CUBE |
CubeSmart
|
699,032 | $25,619,522 | |
| 5 | NSA |
National Storage Affiliates Trust
|
610,210 | $23,029,324 | |
| 6 | EGP |
Eastgroup Properties Inc
|
78,616 | $14,551,035 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
232,982 | $13,478,007 | |
| 8 | TRNO |
Terreno Realty Corp
|
215,734 | $13,250,382 |
All Filings in SMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,988,305 | 65,664 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,541,182 | 49,812 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $88,415 | 2,349 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $344,148 | 9,499 | Shares | Defined | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||