MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 912938
Boston, MA
Position in SMA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$29,718,062
+$5,142,761 QoQ
Shares Held
981,442
+23.6% QoQ
Ownership
1.77%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 99.89851667240653.ToString("F0")%
Shared 0.10148332759347979.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $2,579,995,055 across 7 REIT - Industrial names. SMA ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
14,063,332 | $1,858,891,221 | |
| 2 | EXR |
Extra Space Storage Inc.
|
1,823,929 | $239,171,809 | |
| 3 | PSA |
Public Storage
|
776,223 | $210,263,283 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
5,222,025 | $170,916,875 | |
| 5 | TRNO |
Terreno Realty Corp
|
584,634 | $35,908,220 | |
| 6 | COLD |
Americold Realty Trust
|
3,065,060 | $35,125,585 | |
| 7 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
981,442 | $29,718,062 |
All Filings in SMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,718,062 | 981,442 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $24,575,301 | 794,289 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $30,966,428 | 822,700 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $34,899,453 | 963,275 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||