CREATIVE FINANCIAL DESIGNS INC /ADV
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 819864
KOKOMO, IN
Position in SMA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$27,300
+$2,198 QoQ
Shares Held
840
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#230
of 259 holders
Holding Since
Dec 2025
3 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $3,775,850 across 9 REIT - Industrial names. SMA ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
6,034 | $1,920,682 | |
| 2 | PLD |
Prologis, Inc.
|
11,507 | $1,558,853 | |
| 3 | LXP |
LXP Industrial Trust
|
1,798 | $96,876 | |
| 4 | EGP |
Eastgroup Properties Inc
|
475 | $96,201 | |
| 5 | EXR |
Extra Space Storage Inc.
|
444 | $64,513 | |
| 6 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
840 | $27,300 | |
| 7 | CUBE |
CubeSmart
|
188 | $7,476 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
105 | $3,517 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,300 | 840 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $25,102 | 829 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $25,339 | 819 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||