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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 13,083 | $492.4K | 0.00% | +13,083 | New |
| Manufacturers Life Insurance Company, The | 12,368 | $465.5K | 0.00% | +3,200+34.9% | Added |
| Ieq Capital, LLC | 11,763 | $442.8K | 0.00% | +11,763 | New |
| Northwest & Ethical Investments L.P. | 10,950 | $407.9K | 0.01% | +4,750+76.6% | Added |
| Prelude Capital Management, LLC | 9,600 | $361.3K | 0.03% | −18,000−65.2% | Reduced |
| Arizona State Retirement System | 9,165 | $345.0K | 0.00% | +9,165 | New |
| Intech Investment Management LLC | 9,117 | $343.2K | 0.00% | −3,944−30.2% | Reduced |
| New York State Common Retirement Fund | 9,000 | $338.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,810 | $331.6K | 0.00% | +8,810 | New |
| Police & Firemen's Retirement System of New Jersey | 8,334 | $313.7K | 0.00% | +1,662+24.9% | Added |
| Cresset Asset Management, LLC | 8,294 | $313.3K | 0.00% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 7,565 | $284.7K | 0.03% | +7,565 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,900 | $259.7K | 0.00% | +6,900 | New |
| Rossby Financial, LCC | 6,689 | $257.0K | 0.09% | +6,689 | New |
| Cambridge Investment Research Advisors, Inc. | 6,649 | $250.0K | 0.00% | −2,751−29.3% | Reduced |
| KLP Kapitalforvaltning AS | 6,500 | $245.4K | 0.00% | +6,500 | New |
| BNP Paribas Arbitrage, SA | 6,482 | $244.0K | 0.00% | +3,873+148.4% | Added |
| Quantinno Capital Management LP | 6,231 | $234.5K | 0.00% | +6,231 | New |
| Captrust Financial Advisors | 5,530 | $208.1K | 0.00% | +5,530 | New |
| ProShare Advisors LLC | 5,338 | $200.9K | 0.00% | −467−8.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,588 | $200.3K | 0.00% | +5,588 | New |
| Crossingbridge Advisors, LLC | 5,000 | $188.2K | 0.10% | −5,000−50.0% | Reduced |
| Silver Oak Securities, Inc | 4,439 | $167.1K | 0.01% | +4,439 | New |
| Nisa Investment Advisors, LLC | 4,052 | $153.7K | 0.00% | −4,408−52.1% | Reduced |
| Centaurus Financial, Inc. | 3,820 | $144.0K | 0.01% | +3,820 | New |
| CWM, LLC | 3,552 | $134.0K | 0.00% | +3,552 | New |
| Ameritas Investment Partners, Inc. | 2,608 | $98.2K | 0.00% | −282−9.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,434 | $91.6K | 0.00% | −267−9.9% | Reduced |
| Citigroup Inc | 2,349 | $88.4K | 0.00% | −7,150−75.3% | Reduced |
| Sterling Capital Management LLC | 2,162 | $81.4K | 0.00% | +1,398+183.0% | Added |
| Advisor Group Holdings, Inc. | 1,529 | $57.1K | 0.00% | −63−4.0% | Reduced |
| Avalon Trust Co | 1,057 | $39.8K | 0.00% | +1,057 | New |
| Amalgamated Bank | 967 | $36.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 799 | $30.1K | 0.00% | +799 | New |
| Mirae Asset Global Investments Co., Ltd. | 681 | $25.6K | 0.00% | +681 | New |
| GF Fund Management Co. Ltd. | 524 | $19.7K | 0.00% | +524 | New |
| Caitong International Asset Management Co., Ltd | 494 | $18.6K | 0.01% | +454+1,135.0% | Added |
| Cheviot Value Management, LLC | 497 | $18.5K | 0.00% | +497 | New |
| Quarry LP | 411 | $15.5K | 0.00% | +411 | New |
| Point72 Europe (London) LLP | 206 | $7.76K | 0.00% | +206 | New |
| National Bank of Canada | 205 | $7.71K | 0.00% | +27+15.2% | Added |
| EverSource Wealth Advisors, LLC | 125 | $4.71K | 0.00% | +125 | New |
| Private Trust Co NA | 124 | $4.67K | 0.00% | +124 | New |
| The PNC Financial Services Group, Inc. | 117 | $4.40K | 0.00% | +117 | New |
| TD Private Client Wealth LLC | 91 | $3.42K | 0.00% | +91 | New |
| Essential Partners LLC | 75 | $2.82K | 0.00% | +75 | New |
| FMR LLC | 64 | $2.41K | 0.00% | +64 | New |
| Global Retirement Partners, LLC | 59 | $2.22K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $1.88K | 0.00% | +50 | New |
| United Community Bank | 1,525 | $1.54K | 0.00% | +1,525 | New |
| Massmutual Trust Co FSB | 40 | $1.51K | 0.00% | +40 | New |
| IFP Advisors, Inc | 33 | $1.24K | 0.00% | +33 | New |
| Jones Financial Companies LLLP | 33 | $1.22K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 22 | $829 | 0.00% | +22 | New |
| Farther Finance Advisors, LLC | 15 | $565 | 0.00% | +15 | New |
| Fortitude Family Office, LLC | 14 | $527 | 0.00% | +14 | New |
| Rothschild Investment LLC | 10 | $376 | 0.00% | −15−60.0% | Reduced |
| Principal Securities, Inc. | 10 | $376 | 0.00% | +10 | New |
| True Wealth Design, LLC | 8 | $302 | 0.00% | +8 | New |
| GAMMA Investing LLC | 7 | $263 | 0.00% | +7 | New |
| 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 |