Skip to main content

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, Q3 2025

Institutional positions in SmartStop Self Storage REIT, Inc. as of Sep 30, 2025. 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
162
+38 vs. Q2 2025
Shares held
37.9M
−323.6K (−0.8%) vs. Q2 2025
Total value
$1.42B
+$42.3M (+3.1%) vs. Q2 2025
New holders
58
56 more added
Sold out
20
37 more reduced

Compare with Q2 2025: 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 holdersQ3 2025: 162 institutions
Q1 2021: 3 institutionsQ2 2021: 3 institutionsQ3 2021: 4 institutionsQ4 2021: 5 institutionsQ1 2022: 4 institutionsQ2 2022: 3 institutionsQ3 2022: 3 institutionsQ4 2022: 2 institutionsQ1 2023: 3 institutionsQ2 2023: 1 institutionQ3 2023: 1 institutionQ4 2023: 1 institutionQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 124 institutionsQ3 2025: 162 institutionsQ4 2025: 240 institutionsQ1 2026: 256 institutionsQ2 2026: 261 institutions
Value heldQ3 2025: $1.42B
Q1 2021: $2.35MQ2 2021: $1.11MQ3 2021: $3.01MQ4 2021: $3.79MQ1 2022: $674.0KQ2 2022: $376.0KQ3 2022: $344.0KQ4 2022: $321.8KQ1 2023: $303.9KQ2 2023: $76.0KQ3 2023: $76.0KQ4 2023: $76.0KQ1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $1.38BQ3 2025: $1.42BQ4 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 2025162$1.42B
Q2 2025124$1.38B
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20231$76.0K
Q3 20231$76.0K
Q2 20231$76.0K
Q1 20233$303.9K
Q4 20222$321.8K
Q3 20223$344.0K
Q2 20223$376.0K
Q1 20224$674.0K
Q4 20215$3.79M
Q3 20214$3.01M
Q2 20213$1.11M
Q1 20213$2.35M

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding SmartStop Self Storage REIT, Inc.; share changes are against Q2 2025.

Institutions holding SMA in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc5,202,808$195.8M0.02%+559,050+12.0%Added
BlackRock, Inc.3,752,303$141.2M0.00%−361,533−8.8%Reduced
Prudential Financial Inc3,181,365$119.7M0.14%+124,949+4.1%Added
Deutsche Bank AG1,974,996$74.3M0.02%−92,634−4.5%Reduced
Vanguard Group Inc1,609,601$60.6M0.00%+43,733+2.8%Added
Wellington Management Group LLP1,196,065$45.0M0.01%+233,313+24.2%Added
Goldentree Asset Management LP1,181,767$44.4M3.67%+232,466+24.5%Added
Duff & Phelps Investment Management Co959,547$36.1M0.41%+3,100+0.3%Added
Schonfeld Strategic Advisors LLC956,893$36.0M0.25%+455,978+91.0%Added
Silvercrest Asset Management Group LLC910,486$34.3M0.23%+910,486New
Russell Investments Group, Ltd.894,621$33.7M0.04%+32,330+3.7%Added
Zimmer Partners, LP852,665$32.1M0.78%+14,056+1.7%Added
Massachusetts Financial Services Co822,700$31.0M0.01%−140,575−14.6%Reduced
Standard Life Aberdeen plc817,545$30.4M0.05%+354,521+76.6%Added
American Century Companies Inc731,263$27.5M0.01%+59,184+8.8%Added
Geode Capital Management, LLC712,947$26.8M0.00%+45,187+6.8%Added
State Street Corp658,593$24.9M0.00%+211,540+47.3%Added
Goldman Sachs Group Inc616,960$23.2M0.00%+27,396+4.6%Added
Allspring Global Investments Holdings, LLC547,365$21.0M0.03%+181,941+49.8%Added
T. Rowe Price Investment Management, Inc.486,794$18.3M0.01%−32,302−6.2%Reduced
Charles Schwab Investment Management Inc454,882$17.1M0.00%+12,375+2.8%Added
Schroder Investment Management Group430,475$16.0M0.01%+430,475New
Gillson Capital LP413,127$15.6M1.35%+40,625+10.9%Added
Point72 Asset Management, L.P.409,642$15.4M0.03%+400,967+4,622.1%Added
Janus Henderson Group PLC362,296$13.6M0.01%+13,233+3.8%Added
Daiwa Securities Group Inc.345,631$13.0M0.04%+31,773+10.1%Added
Ghisallo Capital Management LLC300,000$11.3M0.37%00.0%Unchanged
Millennium Management LLC298,955$11.3M0.01%−70,427−19.1%Reduced
JPMorgan Chase & Co289,262$10.9M0.00%+202,187+232.2%Added
Northern Trust Corp270,056$10.2M0.00%+39,910+17.3%Added
UBS Group AG259,787$9.78M0.00%−193,133−42.6%Reduced
Burkehill Global Management, LP250,000$9.41M0.53%00.0%Unchanged
Cbre Clarion Securities LLC235,403$8.86M0.13%−223,683−48.7%Reduced
Independent Financial Group, LLC212,960$8.02M0.19%−21,734−9.3%Reduced
Bank of America Corp212,001$7.98M0.00%+63,527+42.8%Added
Chilton Capital Management LLC207,975$7.85M0.26%−6,393−3.0%Reduced
Nuveen, LLC208,010$7.83M0.00%+3,087+1.5%Added
Clearbridge Investments, LLC198,977$7.49M0.01%+4,605+2.4%Added
AXA Investment Managers S.A.197,901$7.45M0.02%+197,901New
GSI Capital Advisors LLC197,452$7.43M4.20%+83,448+73.2%Added
Bamco Inc185,572$6.98M0.02%−175,800−48.6%Reduced
Picton Mahoney Asset Management182,141$6.86M0.09%+81,234+80.5%Added
1832 Asset Management L.P.181,260$6.82M0.01%+181,260New
Walleye Capital LLC180,356$6.79M0.06%+142,156+372.1%Added
Brookfield Asset Management Inc.174,194$6.56M0.01%−137,379−44.1%Reduced
Polymer Capital Management (US) LLC171,140$6.44M0.86%00.0%Unchanged
Freestone Grove Partners LP168,673$6.35M0.05%+21,616+14.7%Added
Ci Investments Inc.160,000$6.02M0.02%+200+0.1%Added
Peregrine Capital Management LLC149,255$5.62M0.17%−448−0.3%Reduced
Cetera Investment Advisers147,192$5.54M0.01%+9,585+7.0%Added
SEI Investments Co133,297$5.02M0.01%+13,882+11.6%Added
Morgan Stanley112,209$4.22M0.00%+68,418+156.2%Added
Envestnet Asset Management Inc106,299$4.00M0.00%+3,718+3.6%Added
STRS Ohio100,900$3.80M0.01%−52,800−34.4%Reduced
Bank of New York Mellon Corp94,622$3.56M0.00%+21,078+28.7%Added
Maverick Capital LtdSuperinvestorMaverick Capital93,596$3.52M0.05%−68,354−42.2%Reduced
Raymond James Financial Inc83,210$3.13M0.00%+82,236+8,443.1%Added
Oversea-Chinese Banking CORP Ltd78,115$2.94M0.08%−1,081−1.4%Reduced
Lighthouse Investment Partners, LLC64,000$2.41M0.09%−109,500−63.1%Reduced
Two Sigma Investments, LP61,467$2.31M0.00%−75,537−55.1%Reduced
Barclays PLC60,243$2.27M0.00%−29,927−33.2%Reduced
Swiss National Bank60,200$2.27M0.00%+60,200New
Colony Capital, Inc.68,400$2.24M0.18%−129,350−65.4%Reduced
Franklin Resources Inc56,157$2.11M0.00%+1,093+2.0%Added
Quantbot Technologies LP53,629$2.02M0.05%+43,212+414.8%Added
AQR Capital Management LLC52,479$1.98M0.00%+52,479New
Nomura Asset Management Co Ltd45,020$1.69M0.00%+45,020New
Royal Bank of Canada44,764$1.69M0.00%−1,718−3.7%Reduced
Rhumbline Advisers43,720$1.65M0.00%−780−1.8%Reduced
Asset Management One Co.,Ltd.43,620$1.64M0.00%+38,947+833.4%Added
Renaissance Technologies LLC40,580$1.53M0.00%+2,680+7.1%Added
Sumitomo Mitsui Trust Holdings, Inc.34,274$1.29M0.00%+34,274New
Jane Street Group, LLC33,746$1.27M0.00%+33,746New
UBS Asset Management Americas Inc31,100$1.17M0.00%+31,100New
Omers Administration Corp30,000$1.13M0.01%00.0%Unchanged
Legal & General Group Plc29,977$1.13M0.00%−17,407−36.7%Reduced
California State Teachers Retirement System29,525$1.11M0.00%+27,759+1,571.9%Added
Alliancebernstein L.P.28,800$1.08M0.00%00.0%Unchanged
Sound Income Strategies, LLC29,409$1.04M0.06%+27,241+1,256.5%Added
Wells Fargo & Company26,238$987.6K0.00%+5,957+29.4%Added
Sequent Planning LLC24,741$889.2K0.25%+24,741New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.23,006$865.9K0.00%+23,006New
Citadel Advisors LLC22,033$829.3K0.00%−1,128,387−98.1%Reduced
LPL Financial LLC21,484$808.6K0.00%−90−0.4%Reduced
Invesco Ltd.20,984$789.8K0.00%+4,355+26.2%Added
State of Wisconsin Investment Board20,683$778.5K0.00%+20,683New
Krilogy Financial LLC21,603$745.1K0.03%+21,603New
Principal Financial Group Inc19,759$743.7K0.00%+19,759New
Fullcircle Wealth LLC21,537$735.7K0.26%+21,537New
MetLife Investment Management19,273$725.4K0.00%+2,142+12.5%Added
Stifel Financial Corp19,195$722.5K0.00%+2,490+14.9%Added
Kestra Advisory Services, LLC17,932$675.0K0.00%−403−2.2%Reduced
MML Investors Services, LLC16,924$637.0K0.00%+6,954+69.7%Added
Capstone Investment Advisors, LLC15,867$597.2K0.01%+15,867New
State of Alaska, Department of Revenue15,144$569.0K0.01%+1,411+10.3%Added
Capital Square, LLC14,955$562.9K0.29%+2,295+18.1%Added
Castleview Partners, LLC14,729$554.4K0.30%+14,729New
Mirae Asset Global ETFs Holdings Ltd.14,501$545.8K0.00%−1,011−6.5%Reduced
Resona Asset Management Co.,Ltd.13,603$507.2K0.00%+13,603New
Voloridge Investment Management, LLC13,356$502.7K0.00%+13,356New