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SmartStop Self Storage REIT, Inc.

SMA
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001585389

In the last 90 days, SmartStop Self Storage REIT, Inc. insiders filed 0 open-market purchases and 4 sales; 261 institutions reported holding it in 13F filings for Q2 2026, worth $1.67B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in SmartStop Self Storage REIT, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
261
+8 vs. Q1 2026
Shares held
51.5M
+1.12M (+2.2%) vs. Q1 2026
Total value
$1.67B
+$148.5M (+9.7%) vs. Q1 2026
New holders
37
105 more added
Sold out
29
86 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SMA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 261 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 124 institutionsQ3 2025: 161 institutionsQ4 2025: 240 institutionsQ1 2026: 256 institutionsQ2 2026: 261 institutions
Value heldQ2 2026: $1.67B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $1.38BQ3 2025: $1.44BQ4 2025: $1.44BQ1 2026: $1.53BQ2 2026: $1.67B
Institutions holding SMA and their total value by quarter
QuarterHoldersValue
Q2 2026261$1.67B
Q1 2026256$1.53B
Q4 2025240$1.44B
Q3 2025161$1.44B
Q2 2025124$1.38B
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding SmartStop Self Storage REIT, Inc.; share changes are against Q1 2026.

Institutions holding SMA in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.5,416,274$176.0M0.00%+273,964+5.3%Added
Price T Rowe Associates Inc5,270,721$171.3M0.02%−698,822−11.7%Reduced
Principal Financial Group Inc3,205,785$104.2M0.05%+609,652+23.5%Added
Vanguard Portfolio Management LLC2,899,665$94.2M0.00%+112,013+4.0%Added
Goldman Sachs Group Inc2,744,749$89.2M0.01%−682,978−19.9%Reduced
Vanguard Capital Management LLC2,367,053$76.9M0.00%+187,815+8.6%Added
State Street Corp2,244,402$73.2M0.00%+81,114+3.7%Added
Norges Bank1,630,366$53.0M0.01%+1,630,366New
Geode Capital Management, LLC1,574,206$51.2M0.00%+138,338+9.6%Added
Centersquare Investment Management LLC1,415,860$46.0M0.39%+1,415,860New
T. Rowe Price Investment Management, Inc.1,079,954$35.1M0.02%+278,044+34.7%Added
Prudential Financial Inc1,034,596$33.6M0.04%−1,318,440−56.0%Reduced
Duff & Phelps Investment Management Co967,028$31.4M0.30%+135,273+16.3%Added
Alyeska Investment Group, L.P.956,577$31.1M0.08%+956,577New
Massachusetts Financial Services Co932,759$30.3M0.01%−48,683−5.0%Reduced
Charles Schwab Investment Management Inc896,899$29.1M0.00%+50,260+5.9%Added
Irenic Capital Management LP876,608$28.5M2.05%+876,608New
Nuveen, LLC851,253$27.7M0.01%−293,437−25.6%Reduced
Silvercrest Asset Management Group LLC675,774$22.0M0.14%−56,970−7.8%Reduced
Northern Trust Corp579,922$18.8M0.00%+39,580+7.3%Added
Goldentree Asset Management LP501,768$16.3M0.95%−827,807−62.3%Reduced
Long Pond Capital, LP444,839$14.5M1.52%−168,619−27.5%Reduced
Zimmer Partners, LP437,500$14.2M0.34%−162,500−27.1%Reduced
LPL Financial LLC389,780$12.7M0.00%+99,444+34.3%Added
Schroder Investment Management Group375,764$12.3M0.01%+19,590+5.5%Added
Independent Financial Group, LLC374,632$12.2M0.23%+4,991+1.4%Added
Vanguard Fiduciary Trust Co369,899$12.0M0.00%+17,290+4.9%Added
Standard Life Aberdeen plc348,725$11.3M0.02%−392,822−53.0%Reduced
Cetera Investment Advisers303,577$9.87M0.01%−12,603−4.0%Reduced
UBS Group AG264,581$8.60M0.00%−6,935−2.6%Reduced
JPMorgan Chase & Co259,427$8.53M0.00%+40,231+18.4%Added
Bank of New York Mellon Corp250,469$8.14M0.00%+19,354+8.4%Added
Susquehanna International Group, LLP247,877$8.06M0.01%+226,359+1,052.0%Added
Bank of America Corp241,155$7.84M0.00%+18,569+8.3%Added
UBS Asset Management Americas Inc236,822$7.70M0.00%+21,959+10.2%Added
Cambridge Investment Research Advisors, Inc.236,150$7.67M0.01%+102,733+77.0%Added
Picton Mahoney Asset Management232,347$7.55M0.07%−11,625−4.8%Reduced
Cohen & Steers, Inc.231,241$7.51M0.01%+231,241New
Ameriprise Financial Inc228,854$7.44M0.00%+69,141+43.3%Added
Chilton Capital Management LLC217,244$7.08M0.22%−6,917−3.1%Reduced
Clearbridge Investments, LLC211,712$6.88M0.01%+118+0.1%Added
1832 Asset Management L.P.204,658$6.65M0.01%+16,958+9.0%Added
RSM US Wealth Management LLC200,728$6.52M0.07%+21,989+12.3%Added
Morgan Stanley196,846$6.40M0.00%−147,109−42.8%Reduced
Legal & General Group Plc195,963$6.37M0.00%+659+0.3%Added
Lighthouse Investment Partners, LLC191,173$6.21M0.19%+81,673+74.6%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.191,007$6.21M0.01%−223,367−53.9%Reduced
Colony Capital, Inc.182,200$5.92M0.36%+182,200New
Argosy-Lionbridge Management, LLC176,787$5.75M3.61%+176,787New
SEI Investments Co172,447$5.60M0.00%−15,700−8.3%Reduced
Quantinno Capital Management LP158,096$5.14M0.01%+64,166+68.3%Added
Citadel Advisors LLC155,868$5.07M0.00%+129,042+481.0%Added
Peregrine Capital Management LLC145,029$4.71M0.15%−12,965−8.2%Reduced
Raymond James Financial Inc135,326$4.40M0.00%+51,811+62.0%Added
Prime Capital Investment Advisors, LLC122,372$3.98M0.04%−23,691−16.2%Reduced
Centaurus Financial, Inc.121,645$3.95M0.15%−30,370−20.0%Reduced
Russell Investments Group, Ltd.119,731$3.89M0.00%+18,633+18.4%Added
Merit Financial Group, LLC116,966$3.80M0.02%−6,080−4.9%Reduced
Stifel Financial Corp114,567$3.72M0.00%+58,738+105.2%Added
Swiss National Bank111,000$3.61M0.00%+1,500+1.4%Added
Commonwealth Equity Services, LLC110,997$3.61M0.00%−19,327−14.8%Reduced
Invesco Ltd.110,364$3.59M0.00%+34,582+45.6%Added
HSBC Holdings PLC105,680$3.43M0.00%+9,934+10.4%Added
Envestnet Asset Management Inc103,562$3.37M0.00%−13,038−11.2%Reduced
Verition Fund Management LLC93,515$3.04M0.02%−6,000−6.0%Reduced
Nomura Asset Management Co Ltd89,200$2.90M0.01%+3,000+3.5%Added
Royal Bank of Canada84,901$2.76M0.00%+12,583+17.4%Added
Rhumbline Advisers81,066$2.63M0.00%+10,099+14.2%Added
Asset Management One Co.,Ltd.79,911$2.60M0.01%+2,749+3.6%Added
XTX Topco Ltd79,196$2.57M0.03%+43,541+122.1%Added
STRS Ohio79,100$2.57M0.01%−25,100−24.1%Reduced
Franklin Resources Inc78,220$2.54M0.00%−14,189−15.4%Reduced
Citigroup Inc76,466$2.49M0.00%+10,802+16.5%Added
Kestra Advisory Services, LLC73,883$2.40M0.01%−113,628−60.6%Reduced
Wells Fargo & Company73,508$2.39M0.00%+25,283+52.4%Added
Deutsche Bank AG73,338$2.38M0.00%+16,433+28.9%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys71,808$2.33M0.01%+46,770+186.8%Added
California State Teachers Retirement System67,886$2.21M0.00%−1,768−2.5%Reduced
Oversea-Chinese Banking CORP Ltd67,432$2.19M0.05%−36,880−35.4%Reduced
Jain Global LLC65,572$2.13M0.03%+65,572New
Paralel Advisors LLC65,000$2.11M0.08%00.0%Unchanged
Marshall Wace, LLP64,570$2.10M0.00%+64,570New
Public Employees Retirement System of Ohio63,050$2.05M0.01%−447−0.7%Reduced
Alliancebernstein L.P.65,427$1.98M0.00%−320−0.5%Reduced
Sequent Planning LLC60,657$1.97M0.42%−3,914−6.1%Reduced
Sumitomo Mitsui Trust Holdings, Inc.59,857$1.95M0.00%−1,438−2.3%Reduced
AQR Capital Management LLC59,799$1.94M0.00%+40,162+204.5%Added
Advisory Services Network, LLC57,637$1.87M0.02%+8,972+18.4%Added
PFG Investments, LLC54,375$1.77M0.07%−672−1.2%Reduced
Susquehanna Portfolio Strategies, LLC53,964$1.75M0.03%+24,207+81.3%Added
Vanguard Investments Australia, Ltd.51,690$1.68M0.00%+171+0.3%Added
Wesbanco Bank Inc51,100$1.66M0.04%+26,600+108.6%Added
MML Investors Services, LLC50,216$1.63M0.00%+41,497+475.9%Added
Barclays PLC49,917$1.62M0.00%+34,692+227.9%Added
Renaissance Technologies LLC49,600$1.61M0.00%+49,600New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.48,170$1.57M0.00%+2,366+5.2%Added
Thrivent Financial for Lutherans47,163$1.53M0.00%+4,598+10.8%Added
Vanguard Asset Management, Ltd46,269$1.50M0.00%+9,938+27.4%Added
AE Wealth Management LLC44,108$1.43M0.01%−2,109−4.6%Reduced
Premier Private Wealth Management LLC42,262$1.37M1.20%−12,263−22.5%Reduced