Clearstead Advisors
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Clearstead Advisors’s Logistic Properties of the Americas LPA Stock Holding History

Clearstead Advisors’s Portfolio LPA Stock Details LPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9
Closed -$42 – 3306
2025
Q3 		$42 Buy
+9
New +$57 ﹤0.01% 2987

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BlackRock
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clearstead Advisors's LPA Position: Q4 2025 in Review

Clearstead Advisors sold out of Logistic Properties of the Americas (LPA) in Q4 2025, closing a stake of 9 shares — an estimated $42 sold.

Clearstead Advisors first reported a position in LPA in Q3 2025 and held it in 1 quarter. The position peaked at $42 in Q3 2025. 36 funds tracked by Wall St. Rank hold LPA as of Q4 2025.

  • Clearstead Advisors reported no remaining Logistic Properties of the Americas position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 9 Logistic Properties of the Americas shares in Q4 2025, an estimated $42.
  • Clearstead Advisors first reported a position in Logistic Properties of the Americas in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Logistic Properties of the Americas position peaked at $42 in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Logistic Properties of the Americas as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.