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, Q4 2025
Institutional positions in SmartStop Self Storage REIT, Inc. as of Dec 31, 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
- 240
- +81 vs. Q3 2025
- Shares held
- 46.4M
- +8.74M (+23.2%) vs. Q3 2025
- Total value
- $1.44B
- +$19.0M (+1.3%) vs. Q3 2025
- New holders
- 100
- 79 more added
- Sold out
- 19
- 51 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding SmartStop Self Storage REIT, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 5,913,679 | $183.0M | 0.02% | +710,871+13.7% | Added |
| Vanguard Group Inc | 3,576,922 | $110.7M | 0.00% | +1,967,321+122.2% | Added |
| BlackRock, Inc. | 3,470,222 | $107.4M | 0.00% | −282,081−7.5% | Reduced |
| Prudential Financial Inc | 2,951,405 | $91.3M | 0.11% | −229,960−7.2% | Reduced |
| Principal Financial Group Inc | 2,067,159 | $64.0M | 0.03% | +2,047,400+10,361.9% | Added |
| Deutsche Bank AG | 1,820,463 | $56.3M | 0.02% | −154,533−7.8% | Reduced |
| Wellington Management Group LLP | 1,414,451 | $43.8M | 0.01% | +218,386+18.3% | Added |
| Goldentree Asset Management LP | 1,166,075 | $36.0M | 1.95% | −15,692−1.3% | Reduced |
| State Street Corp | 1,146,404 | $35.6M | 0.00% | +487,811+74.1% | Added |
| Duff & Phelps Investment Management Co | 1,099,700 | $34.0M | 0.39% | +140,153+14.6% | Added |
| Geode Capital Management, LLC | 1,006,552 | $31.1M | 0.00% | +293,605+41.2% | Added |
| Standard Life Aberdeen plc | 966,936 | $29.9M | 0.05% | +149,391+18.3% | Added |
| Russell Investments Group, Ltd. | 836,263 | $25.9M | 0.03% | −58,358−6.5% | Reduced |
| Goldman Sachs Group Inc | 795,696 | $24.6M | 0.00% | +178,736+29.0% | Added |
| Massachusetts Financial Services Co | 794,289 | $24.6M | 0.01% | −28,411−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 786,607 | $24.3M | 0.00% | +331,725+72.9% | Added |
| Silvercrest Asset Management Group LLC | 785,649 | $24.3M | 0.17% | −124,837−13.7% | Reduced |
| American Century Companies Inc | 645,699 | $20.0M | 0.01% | −85,564−11.7% | Reduced |
| Zimmer Partners, LP | 631,500 | $19.5M | 0.51% | −221,165−25.9% | Reduced |
| Nuveen, LLC | 543,119 | $16.8M | 0.00% | +335,109+161.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 522,760 | $16.2M | 0.02% | +522,760 | New |
| Northwood Liquid Management LP | 505,613 | $15.6M | 0.98% | +505,613 | New |
| Schonfeld Strategic Advisors LLC | 505,202 | $15.6M | 0.08% | −451,691−47.2% | Reduced |
| Cetera Investment Advisers | 447,115 | $13.8M | 0.02% | +299,923+203.8% | Added |
| T. Rowe Price Investment Management, Inc. | 445,431 | $13.8M | 0.01% | −41,363−8.5% | Reduced |
| Schroder Investment Management Group | 424,655 | $13.3M | 0.01% | −5,820−1.4% | Reduced |
| JPMorgan Chase & Co | 423,659 | $13.1M | 0.00% | +134,397+46.5% | Added |
| Janus Henderson Group PLC | 412,118 | $12.8M | 0.01% | +49,822+13.8% | Added |
| Cbre Clarion Securities LLC | 371,785 | $11.5M | 0.17% | +136,382+57.9% | Added |
| Independent Financial Group, LLC | 361,586 | $11.2M | 0.25% | +148,626+69.8% | Added |
| Brookfield Asset Management Inc. | 318,738 | $9.86M | 0.01% | +144,544+83.0% | Added |
| Northern Trust Corp | 313,370 | $9.70M | 0.00% | +43,314+16.0% | Added |
| APG Asset Management US Inc. | 293,366 | $9.08M | 0.07% | +293,366 | New |
| Daiwa Securities Group Inc. | 288,469 | $8.93M | 0.03% | −57,162−16.5% | Reduced |
| Millennium Management LLC | 283,842 | $8.78M | 0.01% | −15,113−5.1% | Reduced |
| LPL Financial LLC | 261,492 | $8.09M | 0.00% | +240,008+1,117.1% | Added |
| Burkehill Global Management, LP | 250,000 | $7.74M | 0.51% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 225,751 | $6.98M | 0.04% | +225,751 | New |
| Chilton Capital Management LLC | 212,039 | $6.59M | 0.23% | +4,064+2.0% | Added |
| Ci Investments Inc. | 205,173 | $6.35M | 0.03% | +45,173+28.2% | Added |
| Lighthouse Investment Partners, LLC | 200,000 | $6.19M | 0.21% | +136,000+212.5% | Added |
| UBS Group AG | 193,725 | $5.99M | 0.00% | −66,062−25.4% | Reduced |
| Picton Mahoney Asset Management | 187,349 | $5.80M | 0.06% | +5,208+2.9% | Added |
| Clearbridge Investments, LLC | 184,000 | $5.69M | 0.00% | −14,977−7.5% | Reduced |
| Kestra Advisory Services, LLC | 182,694 | $5.65M | 0.02% | +164,762+918.8% | Added |
| Bank of New York Mellon Corp | 172,946 | $5.35M | 0.00% | +78,324+82.8% | Added |
| Polymer Capital Management (US) LLC | 171,140 | $5.30M | 0.68% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 167,208 | $5.17M | 0.24% | +163,388+4,277.2% | Added |
| SEI Investments Co | 166,947 | $5.17M | 0.01% | +33,650+25.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 159,563 | $4.94M | 0.05% | +65,967+70.5% | Added |
| Peregrine Capital Management LLC | 157,181 | $4.86M | 0.15% | +7,926+5.3% | Added |
| Freestone Grove Partners LP | 148,332 | $4.59M | 0.03% | −20,341−12.1% | Reduced |
| Bank of America Corp | 145,107 | $4.49M | 0.00% | −66,894−31.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 144,312 | $4.47M | 0.05% | +144,312 | New |
| Susquehanna Portfolio Strategies, LLC | 137,584 | $4.26M | 0.07% | +137,584 | New |
| Commonwealth Equity Services, LLC | 135,609 | $4.20M | 0.01% | +135,609 | New |
| Morgan Stanley | 135,040 | $4.18M | 0.00% | +22,831+20.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 131,123 | $4.06M | 0.01% | +124,474+1,872.1% | Added |
| GSI Capital Advisors LLC | 124,919 | $3.86M | 2.16% | −72,533−36.7% | Reduced |
| Merit Financial Group, LLC | 114,992 | $3.56M | 0.03% | +114,992 | New |
| Oversea-Chinese Banking CORP Ltd | 108,273 | $3.35M | 0.09% | +30,158+38.6% | Added |
| 1832 Asset Management L.P. | 105,060 | $3.25M | 0.00% | −76,200−42.0% | Reduced |
| Walleye Capital LLC | 105,000 | $3.25M | 0.02% | −75,356−41.8% | Reduced |
| STRS Ohio | 103,500 | $3.20M | 0.01% | +2,600+2.6% | Added |
| Envestnet Asset Management Inc | 102,274 | $3.16M | 0.00% | −4,025−3.8% | Reduced |
| Ghisallo Capital Management LLC | 100,000 | $3.09M | 0.14% | −200,000−66.7% | Reduced |
| Franklin Resources Inc | 95,964 | $2.97M | 0.00% | +39,807+70.9% | Added |
| RSM US Wealth Management LLC | 93,730 | $2.94M | 0.04% | +93,730 | New |
| Raymond James Financial Inc | 94,167 | $2.91M | 0.00% | +10,957+13.2% | Added |
| Man Group plc | 87,054 | $2.69M | 0.01% | +87,054 | New |
| Nomura Asset Management Co Ltd | 82,620 | $2.56M | 0.01% | +37,600+83.5% | Added |
| Asset Management One Co.,Ltd. | 76,778 | $2.40M | 0.01% | +33,158+76.0% | Added |
| Premier Private Wealth Management LLC | 74,593 | $2.33M | 2.42% | +74,593 | New |
| Public Employees Retirement System of Ohio | 67,392 | $2.09M | 0.01% | +67,392 | New |
| Wells Fargo & Company | 66,600 | $2.06M | 0.00% | +40,362+153.8% | Added |
| Sequent Planning LLC | 65,049 | $2.01M | 0.51% | +40,308+162.9% | Added |
| Swiss National Bank | 61,300 | $1.90M | 0.00% | +1,100+1.8% | Added |
| PFG Investments, LLC | 57,931 | $1.79M | 0.08% | +57,931 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 57,419 | $1.78M | 0.00% | +23,145+67.5% | Added |
| Squarepoint Ops LLC | 55,850 | $1.73M | 0.00% | +55,850 | New |
| Royal Bank of Canada | 52,997 | $1.64M | 0.00% | +8,233+18.4% | Added |
| AE Wealth Management LLC | 51,925 | $1.61M | 0.01% | +51,925 | New |
| Advisory Services Network, LLC | 49,864 | $1.54M | 0.02% | +49,864 | New |
| Citigroup Inc | 49,812 | $1.54M | 0.00% | +47,463+2,020.6% | Added |
| Barclays PLC | 48,626 | $1.50M | 0.00% | −11,617−19.3% | Reduced |
| MML Investors Services, LLC | 46,910 | $1.45M | 0.00% | +29,986+177.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,442 | $1.34M | 0.00% | +20,436+88.8% | Added |
| Captrust Financial Advisors | 41,511 | $1.28M | 0.00% | +35,981+650.7% | Added |
| Advisor Group Holdings, Inc. | 41,151 | $1.27M | 0.00% | +39,622+2,591.4% | Added |
| Beacon Capital Management, LLC | 40,981 | $1.27M | 0.20% | +40,981 | New |
| Arkadios Wealth Advisors | 40,695 | $1.26M | 0.02% | +40,695 | New |
| Rhumbline Advisers | 37,981 | $1.18M | 0.00% | −5,739−13.1% | Reduced |
| Thrivent Financial for Lutherans | 37,575 | $1.16M | 0.00% | +37,575 | New |
| Storebrand Asset Management AS | 36,479 | $1.13M | 0.00% | +36,479 | New |
| Lykos Global Management, LP | 35,000 | $1.08M | 0.77% | +35,000 | New |
| Blue Sky Capital Consultants Group, Inc. | 34,378 | $1.06M | 0.46% | +34,378 | New |
| XTX Topco Ltd | 34,222 | $1.06M | 0.03% | +34,222 | New |
| Alliancebernstein L.P. | 32,716 | $1.01M | 0.00% | +3,916+13.6% | Added |
| CWM, LLC | 30,486 | $943.0K | 0.00% | +26,934+758.3% | Added |
| Omers Administration Corp | 30,000 | $928.2K | 0.01% | 00.0% | Unchanged |