DiNuzzo Private Wealth, Inc.

Position in SMA — SmartStop Self Storage REIT, Inc.

CIK 1994563 BEAVER, PA

Position in SMA

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$4,647

-$773 QoQ

Shares Held

143

-20.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#248

of 259 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

DiNuzzo Private Wealth, Inc. holds $126,147 across 3 REIT - Industrial names. SMA ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXR	Extra Space Storage Inc.	715	$103,889
2	PLD	Prologis, Inc.	130	$17,611
3	SMA	SmartStop Self Storage REIT, Inc. This page	143	$4,647

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,647	143	-20.1%	Shares	Sole	2026-07-10
2026-03-31	$5,420	179	0.0%	Shares	Sole	2026-04-08
2025-12-31	$5,538	179	—	Shares	Sole	2026-01-16
No filing history on record for this holder in this stock.