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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

SMA holding history

SmartStop Self Storage REIT, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SMA overviewAll 13F holders of SMAFull Q2 2026 holdings

Shares (Q2 2026)
1,823
Value
$59.3K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of SMA by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,823$59.3K<0.1%+42+2.4%AddedHolders
Q1 20261,781$53.9K<0.1%+1,596+862.7%AddedHolders
Q4 2025185$5.72K<0.1%+185NewHolders