CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SMA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,149,217
+$3,512,989 QoQ
Shares Held
896,899
+5.9% QoQ
Ownership
1.62%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 260 holders
Holding Since
Jun 2025
5 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,380,273,487 across 17 REIT - Industrial names. SMA ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
12,569,593 | $1,702,802,763 | |
| 2 | PSA |
Public Storage
|
3,319,405 | $1,056,599,804 | |
| 3 | EXR |
Extra Space Storage Inc.
|
2,964,975 | $430,810,867 | |
| 4 | EGP |
Eastgroup Properties Inc
|
841,816 | $170,492,994 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
2,587,326 | $158,628,956 | |
| 6 | CUBE |
CubeSmart
|
3,762,337 | $149,628,141 | |
| 7 | TRNO |
Terreno Realty Corp
|
2,286,088 | $148,069,919 | |
| 8 | STAG |
STAG Industrial, Inc.
|
3,746,095 | $142,576,375 |
All Filings in SMA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,149,217 | 896,899 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,636,228 | 846,639 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,337,620 | 786,607 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,121,758 | 454,882 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,032,028 | 442,507 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||