Cetera Investment Advisers
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 1666741
SCHAUMBURG, IL
Position in SMA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,866,252
+$292,322 QoQ
Shares Held
303,577
-4.0% QoQ
Ownership
0.548%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#29
of 260 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Cetera Investment Advisers holds $116,354,313 across 15 REIT - Industrial names. SMA ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
429,949 | $58,245,191 | |
| 2 | PSA |
Public Storage
|
90,255 | $28,729,069 | |
| 3 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
303,577 | $9,866,252 | |
| 4 | EXR |
Extra Space Storage Inc.
|
35,780 | $5,198,834 | |
| 5 | EGP |
Eastgroup Properties Inc
|
16,453 | $3,332,226 | |
| 6 | STAG |
STAG Industrial, Inc.
|
67,580 | $2,572,094 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
24,587 | $1,507,428 | |
| 8 | IIPR |
Innovative Industrial Properties Inc
|
21,360 | $1,323,892 |
All Filings in SMA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,866,252 | 303,577 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||