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 |
|---|---|---|---|---|---|
| Barclays PLC | 60,243 | $2.27M | 0.00% | −29,927−33.2% | Reduced |
| Two Sigma Investments, LP | 61,467 | $2.31M | 0.00% | −75,537−55.1% | Reduced |
| Lighthouse Investment Partners, LLC | 64,000 | $2.41M | 0.09% | −109,500−63.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 78,115 | $2.94M | 0.08% | −1,081−1.4% | Reduced |
| Raymond James Financial Inc | 83,210 | $3.13M | 0.00% | +82,236+8,443.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 93,596 | $3.52M | 0.05% | −68,354−42.2% | Reduced |
| Bank of New York Mellon Corp | 94,622 | $3.56M | 0.00% | +21,078+28.7% | Added |
| STRS Ohio | 100,900 | $3.80M | 0.01% | −52,800−34.4% | Reduced |
| Envestnet Asset Management Inc | 106,299 | $4.00M | 0.00% | +3,718+3.6% | Added |
| Morgan Stanley | 112,209 | $4.22M | 0.00% | +68,418+156.2% | Added |
| SEI Investments Co | 133,297 | $5.02M | 0.01% | +13,882+11.6% | Added |
| Cetera Investment Advisers | 147,192 | $5.54M | 0.01% | +9,585+7.0% | Added |
| Peregrine Capital Management LLC | 149,255 | $5.62M | 0.17% | −448−0.3% | Reduced |
| Ci Investments Inc. | 160,000 | $6.02M | 0.02% | +200+0.1% | Added |
| Freestone Grove Partners LP | 168,673 | $6.35M | 0.05% | +21,616+14.7% | Added |
| Polymer Capital Management (US) LLC | 171,140 | $6.44M | 0.86% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 174,194 | $6.56M | 0.01% | −137,379−44.1% | Reduced |
| Walleye Capital LLC | 180,356 | $6.79M | 0.06% | +142,156+372.1% | Added |
| 1832 Asset Management L.P. | 181,260 | $6.82M | 0.01% | +181,260 | New |
| Picton Mahoney Asset Management | 182,141 | $6.86M | 0.09% | +81,234+80.5% | Added |
| Bamco Inc | 185,572 | $6.98M | 0.02% | −175,800−48.6% | Reduced |
| GSI Capital Advisors LLC | 197,452 | $7.43M | 4.20% | +83,448+73.2% | Added |
| AXA Investment Managers S.A. | 197,901 | $7.45M | 0.02% | +197,901 | New |
| Clearbridge Investments, LLC | 198,977 | $7.49M | 0.01% | +4,605+2.4% | Added |
| Nuveen, LLC | 208,010 | $7.83M | 0.00% | +3,087+1.5% | Added |
| Chilton Capital Management LLC | 207,975 | $7.85M | 0.26% | −6,393−3.0% | Reduced |
| Bank of America Corp | 212,001 | $7.98M | 0.00% | +63,527+42.8% | Added |
| Independent Financial Group, LLC | 212,960 | $8.02M | 0.19% | −21,734−9.3% | Reduced |
| Cbre Clarion Securities LLC | 235,403 | $8.86M | 0.13% | −223,683−48.7% | Reduced |
| Burkehill Global Management, LP | 250,000 | $9.41M | 0.53% | 00.0% | Unchanged |
| UBS Group AG | 259,787 | $9.78M | 0.00% | −193,133−42.6% | Reduced |
| Northern Trust Corp | 270,056 | $10.2M | 0.00% | +39,910+17.3% | Added |
| JPMorgan Chase & Co | 289,262 | $10.9M | 0.00% | +202,187+232.2% | Added |
| Millennium Management LLC | 298,955 | $11.3M | 0.01% | −70,427−19.1% | Reduced |
| Ghisallo Capital Management LLC | 300,000 | $11.3M | 0.37% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 345,631 | $13.0M | 0.04% | +31,773+10.1% | Added |
| Janus Henderson Group PLC | 362,296 | $13.6M | 0.01% | +13,233+3.8% | Added |
| Point72 Asset Management, L.P. | 409,642 | $15.4M | 0.03% | +400,967+4,622.1% | Added |
| Gillson Capital LP | 413,127 | $15.6M | 1.35% | +40,625+10.9% | Added |
| Schroder Investment Management Group | 430,475 | $16.0M | 0.01% | +430,475 | New |
| Charles Schwab Investment Management Inc | 454,882 | $17.1M | 0.00% | +12,375+2.8% | Added |
| T. Rowe Price Investment Management, Inc. | 486,794 | $18.3M | 0.01% | −32,302−6.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 547,365 | $21.0M | 0.03% | +181,941+49.8% | Added |
| Goldman Sachs Group Inc | 616,960 | $23.2M | 0.00% | +27,396+4.6% | Added |
| State Street Corp | 658,593 | $24.9M | 0.00% | +211,540+47.3% | Added |
| Geode Capital Management, LLC | 712,947 | $26.8M | 0.00% | +45,187+6.8% | Added |
| American Century Companies Inc | 731,263 | $27.5M | 0.01% | +59,184+8.8% | Added |
| Standard Life Aberdeen plc | 817,545 | $30.4M | 0.05% | +354,521+76.6% | Added |
| Massachusetts Financial Services Co | 822,700 | $31.0M | 0.01% | −140,575−14.6% | Reduced |
| Zimmer Partners, LP | 852,665 | $32.1M | 0.78% | +14,056+1.7% | Added |
| Russell Investments Group, Ltd. | 894,621 | $33.7M | 0.04% | +32,330+3.7% | Added |
| Silvercrest Asset Management Group LLC | 910,486 | $34.3M | 0.23% | +910,486 | New |
| Schonfeld Strategic Advisors LLC | 956,893 | $36.0M | 0.25% | +455,978+91.0% | Added |
| Duff & Phelps Investment Management Co | 959,547 | $36.1M | 0.41% | +3,100+0.3% | Added |
| Goldentree Asset Management LP | 1,181,767 | $44.4M | 3.67% | +232,466+24.5% | Added |
| Wellington Management Group LLP | 1,196,065 | $45.0M | 0.01% | +233,313+24.2% | Added |
| Vanguard Group Inc | 1,609,601 | $60.6M | 0.00% | +43,733+2.8% | Added |
| Deutsche Bank AG | 1,974,996 | $74.3M | 0.02% | −92,634−4.5% | Reduced |
| Prudential Financial Inc | 3,181,365 | $119.7M | 0.14% | +124,949+4.1% | Added |
| BlackRock, Inc. | 3,752,303 | $141.2M | 0.00% | −361,533−8.8% | Reduced |
| Price T Rowe Associates Inc | 5,202,808 | $195.8M | 0.02% | +559,050+12.0% | Added |
| Summit Wealth Group LLC | 2,314 | – | – | +2,314 | New |
| Conversant Capital LLC | 0 | $0 | 0.00% | −996,356−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −502,406−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −391,159−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −340,000−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −328,428−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −307,111−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −197,901−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −107,771−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −90,603−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −34,108−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −22,940−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −22,913−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −20,922−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,684−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −7,559−100.0% | Sold out |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −5,530−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |