Position in SMA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,434,600
+$535,412 QoQ
Shares Held
105,680
+10.4% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 260 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, 2026HSBC HOLDINGS PLC holds $1,061,068,707 across 16 REIT - Industrial names. SMA ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
4,164,339 | $564,143,001 | |
| 2 | PSA |
Public Storage
|
614,852 | $195,713,536 | |
| 3 | EXR |
Extra Space Storage Inc.
|
902,368 | $131,114,067 | |
| 4 | CUBE |
CubeSmart
|
855,192 | $34,010,984 | |
| 5 | EGP |
Eastgroup Properties Inc
|
154,996 | $31,391,338 | |
| 6 | TRNO |
Terreno Realty Corp
|
358,353 | $23,210,522 | |
| 7 | REXR |
Rexford Industrial Realty, Inc.
|
506,469 | $16,966,711 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
274,805 | $16,848,292 |
All Filings in SMA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,434,600 | 105,680 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,899,188 | 95,746 | Shares | Defined | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||