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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 261 | $1.67B |
| Q1 2026 | 256 | $1.53B |
| Q4 2025 | 240 | $1.44B |
| Q3 2025 | 162 | $1.42B |
| Q2 2025 | 124 | $1.38B |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 1 | $76.0K |
| Q3 2023 | 1 | $76.0K |
| Q2 2023 | 1 | $76.0K |
| Q1 2023 | 3 | $303.9K |
| Q4 2022 | 2 | $321.8K |
| Q3 2022 | 3 | $344.0K |
| Q2 2022 | 3 | $376.0K |
| Q1 2022 | 4 | $674.0K |
| Q4 2021 | 5 | $3.79M |
| Q3 2021 | 4 | $3.01M |
| Q2 2021 | 3 | $1.11M |
| Q1 2021 | 3 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 7 | $263 | 0.00% | +7 | New |
| True Wealth Design, LLC | 8 | $302 | 0.00% | +8 | New |
| Rothschild Investment LLC | 10 | $376 | 0.00% | −15−60.0% | Reduced |
| Principal Securities, Inc. | 10 | $376 | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 14 | $527 | 0.00% | +14 | New |
| Farther Finance Advisors, LLC | 15 | $565 | 0.00% | +15 | New |
| Allworth Financial LP | 22 | $829 | 0.00% | +22 | New |
| WPG Advisers, LLC | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $1.22K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 33 | $1.24K | 0.00% | +33 | New |
| Massmutual Trust Co FSB | 40 | $1.51K | 0.00% | +40 | New |
| United Community Bank | 1,525 | $1.54K | 0.00% | +1,525 | New |
| Versant Capital Management, Inc | 50 | $1.88K | 0.00% | +50 | New |
| Global Retirement Partners, LLC | 59 | $2.22K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 64 | $2.41K | 0.00% | +64 | New |
| Essential Partners LLC | 75 | $2.82K | 0.00% | +75 | New |
| TD Private Client Wealth LLC | 91 | $3.42K | 0.00% | +91 | New |
| The PNC Financial Services Group, Inc. | 117 | $4.40K | 0.00% | +117 | New |
| Private Trust Co NA | 124 | $4.67K | 0.00% | +124 | New |
| EverSource Wealth Advisors, LLC | 125 | $4.71K | 0.00% | +125 | New |
| National Bank of Canada | 205 | $7.71K | 0.00% | +27+15.2% | Added |
| Point72 Europe (London) LLP | 206 | $7.76K | 0.00% | +206 | New |
| Quarry LP | 411 | $15.5K | 0.00% | +411 | New |
| Cheviot Value Management, LLC | 497 | $18.5K | 0.00% | +497 | New |
| Caitong International Asset Management Co., Ltd | 494 | $18.6K | 0.01% | +454+1,135.0% | Added |
| GF Fund Management Co. Ltd. | 524 | $19.7K | 0.00% | +524 | New |
| Mirae Asset Global Investments Co., Ltd. | 681 | $25.6K | 0.00% | +681 | New |
| SRS Capital Advisors, Inc. | 799 | $30.1K | 0.00% | +799 | New |
| Amalgamated Bank | 967 | $36.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,057 | $39.8K | 0.00% | +1,057 | New |
| Advisor Group Holdings, Inc. | 1,529 | $57.1K | 0.00% | −63−4.0% | Reduced |
| Sterling Capital Management LLC | 2,162 | $81.4K | 0.00% | +1,398+183.0% | Added |
| Citigroup Inc | 2,349 | $88.4K | 0.00% | −7,150−75.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,434 | $91.6K | 0.00% | −267−9.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,608 | $98.2K | 0.00% | −282−9.8% | Reduced |
| CWM, LLC | 3,552 | $134.0K | 0.00% | +3,552 | New |
| Centaurus Financial, Inc. | 3,820 | $144.0K | 0.01% | +3,820 | New |
| Nisa Investment Advisors, LLC | 4,052 | $153.7K | 0.00% | −4,408−52.1% | Reduced |
| Silver Oak Securities, Inc | 4,439 | $167.1K | 0.01% | +4,439 | New |
| Crossingbridge Advisors, LLC | 5,000 | $188.2K | 0.10% | −5,000−50.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,588 | $200.3K | 0.00% | +5,588 | New |
| ProShare Advisors LLC | 5,338 | $200.9K | 0.00% | −467−8.0% | Reduced |
| Captrust Financial Advisors | 5,530 | $208.1K | 0.00% | +5,530 | New |
| Quantinno Capital Management LP | 6,231 | $234.5K | 0.00% | +6,231 | New |
| BNP Paribas Arbitrage, SA | 6,482 | $244.0K | 0.00% | +3,873+148.4% | Added |
| KLP Kapitalforvaltning AS | 6,500 | $245.4K | 0.00% | +6,500 | New |
| Cambridge Investment Research Advisors, Inc. | 6,649 | $250.0K | 0.00% | −2,751−29.3% | Reduced |
| Rossby Financial, LCC | 6,689 | $257.0K | 0.09% | +6,689 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,900 | $259.7K | 0.00% | +6,900 | New |
| Paradigm Financial Partners, LLC | 7,565 | $284.7K | 0.03% | +7,565 | New |
| Cresset Asset Management, LLC | 8,294 | $313.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 8,334 | $313.7K | 0.00% | +1,662+24.9% | Added |
| US Bancorp | 8,810 | $331.6K | 0.00% | +8,810 | New |
| New York State Common Retirement Fund | 9,000 | $338.8K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 9,117 | $343.2K | 0.00% | −3,944−30.2% | Reduced |
| Arizona State Retirement System | 9,165 | $345.0K | 0.00% | +9,165 | New |
| Prelude Capital Management, LLC | 9,600 | $361.3K | 0.03% | −18,000−65.2% | Reduced |
| Northwest & Ethical Investments L.P. | 10,950 | $407.9K | 0.01% | +4,750+76.6% | Added |
| Ieq Capital, LLC | 11,763 | $442.8K | 0.00% | +11,763 | New |
| Manufacturers Life Insurance Company, The | 12,368 | $465.5K | 0.00% | +3,200+34.9% | Added |
| Cerity Partners LLC | 13,083 | $492.4K | 0.00% | +13,083 | New |
| Voloridge Investment Management, LLC | 13,356 | $502.7K | 0.00% | +13,356 | New |
| Resona Asset Management Co.,Ltd. | 13,603 | $507.2K | 0.00% | +13,603 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 14,501 | $545.8K | 0.00% | −1,011−6.5% | Reduced |
| Castleview Partners, LLC | 14,729 | $554.4K | 0.30% | +14,729 | New |
| Capital Square, LLC | 14,955 | $562.9K | 0.29% | +2,295+18.1% | Added |
| State of Alaska, Department of Revenue | 15,144 | $569.0K | 0.01% | +1,411+10.3% | Added |
| Capstone Investment Advisors, LLC | 15,867 | $597.2K | 0.01% | +15,867 | New |
| MML Investors Services, LLC | 16,924 | $637.0K | 0.00% | +6,954+69.7% | Added |
| Kestra Advisory Services, LLC | 17,932 | $675.0K | 0.00% | −403−2.2% | Reduced |
| Stifel Financial Corp | 19,195 | $722.5K | 0.00% | +2,490+14.9% | Added |
| MetLife Investment Management | 19,273 | $725.4K | 0.00% | +2,142+12.5% | Added |
| Fullcircle Wealth LLC | 21,537 | $735.7K | 0.26% | +21,537 | New |
| Principal Financial Group Inc | 19,759 | $743.7K | 0.00% | +19,759 | New |
| Krilogy Financial LLC | 21,603 | $745.1K | 0.03% | +21,603 | New |
| State of Wisconsin Investment Board | 20,683 | $778.5K | 0.00% | +20,683 | New |
| Invesco Ltd. | 20,984 | $789.8K | 0.00% | +4,355+26.2% | Added |
| LPL Financial LLC | 21,484 | $808.6K | 0.00% | −90−0.4% | Reduced |
| Citadel Advisors LLC | 22,033 | $829.3K | 0.00% | −1,128,387−98.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 23,006 | $865.9K | 0.00% | +23,006 | New |
| Sequent Planning LLC | 24,741 | $889.2K | 0.25% | +24,741 | New |
| Wells Fargo & Company | 26,238 | $987.6K | 0.00% | +5,957+29.4% | Added |
| Sound Income Strategies, LLC | 29,409 | $1.04M | 0.06% | +27,241+1,256.5% | Added |
| Alliancebernstein L.P. | 28,800 | $1.08M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 29,525 | $1.11M | 0.00% | +27,759+1,571.9% | Added |
| Legal & General Group Plc | 29,977 | $1.13M | 0.00% | −17,407−36.7% | Reduced |
| Omers Administration Corp | 30,000 | $1.13M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 31,100 | $1.17M | 0.00% | +31,100 | New |
| Jane Street Group, LLC | 33,746 | $1.27M | 0.00% | +33,746 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 34,274 | $1.29M | 0.00% | +34,274 | New |
| Renaissance Technologies LLC | 40,580 | $1.53M | 0.00% | +2,680+7.1% | Added |
| Asset Management One Co.,Ltd. | 43,620 | $1.64M | 0.00% | +38,947+833.4% | Added |
| Rhumbline Advisers | 43,720 | $1.65M | 0.00% | −780−1.8% | Reduced |
| Royal Bank of Canada | 44,764 | $1.69M | 0.00% | −1,718−3.7% | Reduced |
| Nomura Asset Management Co Ltd | 45,020 | $1.69M | 0.00% | +45,020 | New |
| AQR Capital Management LLC | 52,479 | $1.98M | 0.00% | +52,479 | New |
| Quantbot Technologies LP | 53,629 | $2.02M | 0.05% | +43,212+414.8% | Added |
| Franklin Resources Inc | 56,157 | $2.11M | 0.00% | +1,093+2.0% | Added |
| Colony Capital, Inc. | 68,400 | $2.24M | 0.18% | −129,350−65.4% | Reduced |
| Swiss National Bank | 60,200 | $2.27M | 0.00% | +60,200 | New |