Clearstead Advisors, LLC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 842775
CLEVELAND, OH
Position in SMA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$59,247
+$5,319 QoQ
Shares Held
1,823
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 256 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, 2026Clearstead Advisors, LLC holds $2,433,594 across 15 REIT - Industrial names. SMA ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
9,421 | $1,276,262 | |
| 2 | PSA |
Public Storage
|
949 | $302,076 | |
| 3 | EXR |
Extra Space Storage Inc.
|
2,024 | $294,087 | |
| 4 | COLD |
Americold Realty Trust
|
15,202 | $238,975 | |
| 5 | EGP |
Eastgroup Properties Inc
|
720 | $145,821 | |
| 6 | CUBE |
CubeSmart
|
1,583 | $62,955 | |
| 7 | SMA |
SmartStop Self Storage REIT, Inc.
This page
|
1,823 | $59,247 | |
| 8 | LINE |
Lineage, Inc.
|
579 | $25,041 |
All Filings in SMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,247 | 1,823 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $53,928 | 1,781 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,723 | 185 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||