Jefferies Financial Group Inc.

Position in SMA — SmartStop Self Storage REIT, Inc.

CIK 96223 NEW YORK, NY

Position in SMA

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$1,438,300

New position

Shares Held

47,500

first reported quarter

Ownership

0.086%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Mar 31, 2026

Jefferies Financial Group Inc. holds $53,096,429 across 5 REIT - Industrial names. SMA ranks #3 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	365,081	$48,256,406
2	PSA	Public Storage	8,875	$2,404,060
3	SMA	SmartStop Self Storage REIT, Inc. This page	47,500	$1,438,300
4	EXR	Extra Space Storage Inc.	4,625	$606,476
5	LINE	Lineage, Inc.	11,941	$391,187

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,438,300	47,500	—	Shares	Defined	2026-05-08
No filing history on record for this holder in this stock.