Cetera Investment Advisers
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1666741
SCHAUMBURG, IL
Position in SMA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,573,930
-$4,259,808 QoQ
Shares Held
316,180
-29.3% QoQ
Ownership
0.571%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Cetera Investment Advisers holds $102,229,187 across 15 REIT - Industrial names. SMA ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
383,870 | $50,739,936 | |
| 2 | PSA |
Public Storage
|
86,334 | $23,386,153 | |
| 3 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
316,180 | $9,573,930 | |
| 4 | EXR |
Extra Space Storage Inc.
|
35,830 | $4,698,387 | |
| 5 | EGP |
Eastgroup Properties Inc
|
16,426 | $3,040,288 | |
| 6 | STAG |
STAG Industrial, Inc.
|
72,699 | $2,621,525 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
24,088 | $1,393,490 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
41,602 | $1,361,633 |
All Filings in SMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,573,930 | 316,180 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,833,738 | 447,115 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,540,306 | 147,192 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,985,501 | 137,607 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||