SmartStop Self Storage REIT, Inc.

SMA

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001585389

SEC filings (opens in a new tab)

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.

Q3 2025 vs. Q2 2025

How the institutions holding SmartStop Self Storage REIT, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of SMA: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Q3 2025	Change
Holders	124	162	+38
Shares	38.2M	37.9M	−323.6K (−0.8%)
Value	$1.38B	$1.42B	+$42.3M (+3.1%)

New holders (58)

Institutions that held SmartStop Self Storage REIT, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to SMA in Q3 2025
Institution	Shares	Value	% of portfolio
Silvercrest Asset Management Group LLC	910,486	$34.3M	0.23%
Schroder Investment Management Group	430,475	$16.0M	0.01%
AXA Investment Managers S.A.	197,901	$7.45M	0.02%
1832 Asset Management L.P.	181,260	$6.82M	0.01%
Swiss National Bank	60,200	$2.27M	0.00%
AQR Capital Management LLC	52,479	$1.98M	0.00%
Nomura Asset Management Co Ltd	45,020	$1.69M	0.00%
Sumitomo Mitsui Trust Holdings, Inc.	34,274	$1.29M	0.00%
Jane Street Group, LLC	33,746	$1.27M	0.00%
UBS Asset Management Americas Inc	31,100	$1.17M	0.00%
Sequent Planning LLC	24,741	$889.2K	0.25%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	23,006	$865.9K	0.00%
State of Wisconsin Investment Board	20,683	$778.5K	0.00%
Krilogy Financial LLC	21,603	$745.1K	0.03%
Principal Financial Group Inc	19,759	$743.7K	0.00%
Fullcircle Wealth LLC	21,537	$735.7K	0.26%
Capstone Investment Advisors, LLC	15,867	$597.2K	0.01%
Castleview Partners, LLC	14,729	$554.4K	0.30%
Resona Asset Management Co.,Ltd.	13,603	$507.2K	0.00%
Voloridge Investment Management, LLC	13,356	$502.7K	0.00%
Cerity Partners LLC	13,083	$492.4K	0.00%
Ieq Capital, LLC	11,763	$442.8K	0.00%
Arizona State Retirement System	9,165	$345.0K	0.00%
US Bancorp	8,810	$331.6K	0.00%
Paradigm Financial Partners, LLC	7,565	$284.7K	0.03%
Zurcher Kantonalbank (Zurich Cantonalbank)	6,900	$259.7K	0.00%
Rossby Financial, LCC	6,689	$257.0K	0.09%
KLP Kapitalforvaltning AS	6,500	$245.4K	0.00%
Quantinno Capital Management LP	6,231	$234.5K	0.00%
Captrust Financial Advisors	5,530	$208.1K	0.00%
Wealth Enhancement Advisory Services, LLC	5,588	$200.3K	0.00%
Silver Oak Securities, Inc	4,439	$167.1K	0.01%
Centaurus Financial, Inc.	3,820	$144.0K	0.01%
CWM, LLC	3,552	$134.0K	0.00%
Avalon Trust Co	1,057	$39.8K	0.00%
SRS Capital Advisors, Inc.	799	$30.1K	0.00%
Mirae Asset Global Investments Co., Ltd.	681	$25.6K	0.00%
GF Fund Management Co. Ltd.	524	$19.7K	0.00%
Cheviot Value Management, LLC	497	$18.5K	0.00%
Quarry LP	411	$15.5K	0.00%
Point72 Europe (London) LLP	206	$7.76K	0.00%
EverSource Wealth Advisors, LLC	125	$4.71K	0.00%
Private Trust Co NA	124	$4.67K	0.00%
The PNC Financial Services Group, Inc.	117	$4.40K	0.00%
TD Private Client Wealth LLC	91	$3.42K	0.00%
Essential Partners LLC	75	$2.82K	0.00%
FMR LLC	64	$2.41K	0.00%
Versant Capital Management, Inc	50	$1.88K	0.00%
United Community Bank	1,525	$1.54K	0.00%
Massmutual Trust Co FSB	40	$1.51K	0.00%
IFP Advisors, Inc	33	$1.24K	0.00%
Allworth Financial LP	22	$829	0.00%
Farther Finance Advisors, LLC	15	$565	0.00%
Fortitude Family Office, LLC	14	$527	0.00%
Principal Securities, Inc.	10	$376	0.00%
True Wealth Design, LLC	8	$302	0.00%
GAMMA Investing LLC	7	$263	0.00%
Summit Wealth Group LLC	2,314	–	–

Sold out (20)

Institutions that held SmartStop Self Storage REIT, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of SMA in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Conversant Capital LLC	996,356	$36.1M
Hudson Bay Capital Management LP	502,406	$18.2M
Alyeska Investment Group, L.P.	391,159	$14.2M
Adage Capital Partners GP, L.L.C.	340,000	$12.3M
Soros Fund Management LLCSuperinvestorSoros Fund Management	328,428	$11.9M
Woodline Partners LP	307,111	$11.1M
AXA S.A.	197,901	$7.17M
Waterfront Capital Partners, LLC	170,000	$6.16M
Mitsubishi UFJ Trust & Banking Corp	107,771	$3.91M
Verition Fund Management LLC	90,603	$3.28M
Susquehanna International Group, LLP	34,108	$1.24M
Greenland Capital Management LP	22,940	$831.1K
Marshall Wace, LLP	22,913	$830.1K
FJ Capital Management LLC	20,922	$758.0K
Quadrature Capital Ltd	19,684	$713.3K
Two Sigma Advisers, LP	17,500	$634.0K
Voya Investment Management LLC	7,559	$273.9K
Centersquare Investment Management LLC	5,530	$200.4K
CIBC Private Wealth Group, LLC	760	$27.5K
Twin Peaks Wealth Advisors, LLC	1	$34